Siemens

Recent news

• Aug 5, 2026

  The POWER Interview: NRG’s Case for Bring Your Own Power—and the Labor to Build It

  NRG Energy has announced its first Bring Your Own Power (BYOP) project: a 1.2-GW combined-cycle plant in Texas supported by a 15-year contract with a global cloud and artificial-intelligence hyperscaler.

  • The project has a $3.2 billion estimated cost, is targeted for commercial operation in late 2029, and could be expanded to 2.4 GW; NRG said it has agreed principal commercial terms but still needs final investment decision approval, with land-related matters still ongoing.
  • NRG said roughly 95% of free cash flow would be backed by capacity payments; the company also cited $2,700/kW build cost, a 12% to 15% pretax unlevered IRR target, and said the plant is designed to operate connected to the grid or in island mode. The article also includes an interview with Matthew Pistner discussing Texas data-center load growth, labor constraints, and NRG’s broader development strategy.
• Aug 2, 2026

  China’s AI strategy is built for the world beyond America

  Policy Circle has published an analysis arguing that China is pursuing a low-cost, open-weight AI strategy to expand industrial adoption and diplomatic influence.

  • China is backing capable, inexpensive, modifiable AI systems such as Qwen, DeepSeek, Kimi, and Z.ai, while the State Council’s “AI Plus” programme aims to direct AI into scientific research, manufacturing, consumer products, public services, and government.
  • The article says the 15th Five-Year Plan for 2026–30 adds AI agents, multimodal systems, embodied AI, and swarm intelligence, and cites an official ambition for AI-related industries to exceed 10 trillion yuan by 2030.
  • It also says Xi Jinping offered 5,000 AI training and seminar places to developing countries over five years at the 2026 World Artificial Intelligence Conference, alongside proposed cooperation centres with BRICS, ASEAN, the African Union, and Latin American countries.
• Jul 13, 2026

  Infineon, LS Electric partner on DC power infrastructure for AI data centers

  Infineon and LS Electric have announced a non-binding Memorandum of Understanding to collaborate on direct current power infrastructure for AI data centers.

  • The companies will work on energy efficiency, system performance, and scalability for next-generation power infrastructure, including power conversion systems for energy storage, solid-state transformers (SSTs), and solid-state circuit breakers (SSCBs).
  • Infineon will contribute its power semiconductors, microcontrollers, and power control solutions; LS Electric will provide system integration and implementation expertise. The article also notes LS Electric holds a 60 percent share of South Korea’s commercial data center power infrastructure market and previously partnered with Honeywell in October.
• Jul 10, 2026

  Siemens and FuelCell Energy partner on fuel cell power for data centers and other industrial offtakers

  Siemens and FuelCell Energy have announced a non-binding Memorandum of Understanding to collaborate on fuel cell-based power generation, with data centers identified as a key offtaker.

  • Siemens will design and supply electrical balance-of-plant systems for fuel cell installations supporting commercial projects above 100MW.
  • The companies will jointly develop distributed energy systems combining fuel cells, battery energy storage, microgrid controls, and medium-voltage electrical equipment, and will evaluate ways to scale deployments, improve timelines, and reduce costs.
  • The article also references prior FuelCell Energy deals: a binding agreement with Fit Energy USA for up to 380MW, and non-binding agreements with SDC for up to 450MW and Inuverse for up to 100MW in Daegu, South Korea.
• Jul 2, 2026

  Siemens Financial invests in UK data center operator Kao Data

  Kao Data has announced a new investment from Siemens Financial Services and renewed its renewable electricity supply agreement with Shell Energy.

  • Siemens Financial Services has taken an undisclosed stake in Kao Data, joining existing backers Goldacre, Legal & General, and Infratil.
  • Kao Data also signed a new renewable electricity supply agreement with Shell Energy, its fourth year working together; Shell has supplied around 140 gigawatt hours each year since 2022 and the company says the extension supports its goal to become carbon-neutral by 2030.
  • Siemens said the investment reflects its focus on digital infrastructure as a core pillar of its equity strategy, supporting AI and high-performance computing growth.
  • The article also notes that last month Kao Data secured a 22MW capacity deal from Nebius.
• Jun 2, 2026

  Fluence to integrate Smartstack into Siemens’ Nvidia AI data centre reference architecture

  Siemens will develop a reference architecture purpose-built for Nvidia AI data centres, collaborating with Fluence and nVent.

  • Main announcement: Siemens has announced a purpose-built reference architecture aligned with Nvidia’s DSX Vera Rubin platform and NVL72 compute, supporting a total facility capacity of 136MW (including a 100MW IT load), 34.5kV utility connections, medium-/low-voltage distribution to rack interfaces, and designed for Tier III concurrent maintainability; Fluence will integrate its Smartstack battery storage and nVent will provide thermal management.
  • Background & commercial context: Fluence reported order intake of US$2.0 billion for H1, a contracted backlog of US$5.6 billion, and reaffirmed full-year revenue guidance of US$3.2–3.4 billion; Fluence has signed master supply agreements with two major hyperscalers and expects to book its first order from one of them in the current quarter.
• May 28, 2026

  Five-Nines Data Center Uptime Starts with Automation

  Ciaran Flanagan of Siemens argues that an automation-first approach — with redundancy at the control and automation layer — is required to reliably achieve 99.999% (five-nines) data center uptime.

  • Main action: Flanagan calls for redundant control architectures, redundant communication paths, and fault-tolerant integration across electrical power monitoring systems and building management systems to make automation the foundation of uptime; he emphasizes treating automation and controls as critical infrastructure rather than secondary systems and cites the target of 99.999% availability / five minutes downtime per year.
  • Background and details: The article references Uptime Institute’s Annual Outage Analysis 2025 showing industry availability improvements but ongoing power-related outages; it cites incidents including a power substation failure at London’s Heathrow Airport and a major U.S. cloud outage, notes industry shifts toward modular designs (N+1 and “four makes three”) and availability zones, and highlights Siemens-style standardized reference architectures and the role of AI/ML analytics for predictive maintenance.
• May 1, 2026

  Business Development Manager

  Ethos Power has posted a job opening for a Business Development Manager based in Gurugram, Haryana to build HV/EHV substation and power infrastructure business targeting private-sector clients.

  • Role & location: Ethos Power is hiring for a full-time Business Development Manager in Gurugram, Haryana requiring 6–12 years experience to source and convert HV/EHV substation and electrification projects for private clients (Auto, Oil & Gas, Data Centres, Heavy Industry); salary: INR 12–15 Lakhs.
  • Scope & targets: The role focuses on front-end deal creation, early-stage client/consultant engagement, technical-commercial solutioning, market intelligence, and is expected to drive commercial closures in the range of INR 10–100 Crore+; applicants should have substation (132kV–400kV) expertise and private-sector exposure.
• Apr 28, 2026

  Fusion Energy Group Seeks PJM Connection for First Commercial Power Plant

  Commonwealth Fusion Systems has submitted an interconnection application to PJM Interconnection to connect its planned ARC (Fall Line Fusion Power Station).

  • Main announcement: CFS submitted a Cycle 1 interconnection application to PJM Interconnection to connect its planned 400-MW Fall Line Fusion Power Station (ARC) sited on 100 acres at the James River Industrial Park, Chesterfield County, Virginia, with a target to deliver electricity to the grid in the early 2030s; PJM serves more than 65 million customers across 13 states and the District of Columbia and CFS says this is the first fusion power plant developer to request interconnection with a major grid operator.
  • Background and details: CFS has raised almost $3 billion since 2018, secured pre-construction milestones including a conditional use permit (2025), brought Dominion Energy on as a utility partner, signed offtake agreements with Google (2025) and Eni, and received a $15-million DOE Milestone-Based Fusion Development Program award and a $3.7-million ARPA-E grant; the PJM Cycle 1 process includes a 90-day application review followed by scheduled Decision Points for engineering studies and potential network upgrades.
• Apr 24, 2026

  Siemens Energy raises outlook as demand for power equipment soars

  Siemens Energy has raised its 2026 sales and profit guidance, citing strong demand from data centres and grid equipment.

  • Main announcement: Siemens Energy now expects sales to grow by 14-16% (up from 11-13%) and forecasts profit margin before special items of 10-12% (up from 9-11%); the company cited “positive business development” and strong market demand. The company released preliminary Q2 results showing sales of 10.3 billion euros (up 8.9%) and profit before special items of 1.16 billion euros (up 28%).
  • Background and details: The company’s Frankfurt-listed shares rose 6.6% (trading higher at 1640 GMT) and its market value reached around 158 billion euros (~$185 billion). The report was a preliminary release ahead of official publication on May 12. The group’s wind division Siemens Gamesa narrowed its quarterly operating loss to 44 million euros (from a 249 million euro loss a year earlier).
• Apr 16, 2026 · IT Brief Asia

  Siemens launches DC protection kit for data centres

  Siemens has launched a portfolio of direct current protection and switching products aimed at industrial sites, data centres and battery storage systems.

  • Main announcement: Siemens introduced the SENTRON 3QD2 semiconductor circuit breaker and the SIRIUS 3RF5 solid-state switching device for low-voltage DC power distribution; both can be integrated into SIVACON S8 low-voltage switchboards and SIVACON 8PS busbar trunking systems, and are intended for data centres, manufacturing plants, battery storage systems and renewable energy integration. The SENTRON 3QD2 uses semiconductor protection algorithms to interrupt short circuits in the microsecond range — up to 1,000 times faster than conventional systems and has no mechanical wear parts, while the SIRIUS 3RF5 is designed for high-frequency switching of resistive loads to reduce wear.
  • Background and supporting details: Siemens framed the launch within a broader DC shift trend, citing an example where DC plus recuperation and storage can reduce peak power demand by up to 80% in a robot manufacturing case and claiming DC architectures can cut material requirements (copper/cabling) by up to 50%. The company noted its involvement with the Open Direct Current Alliance and Current/OS, and situates the business in Siemens Smart Infrastructure (reported ~79,400 employees in that business unit at end-September 2025; group revenue €78.9 billion and net income €10.4 billion in fiscal 2025).
• Apr 6, 2026

  What FMs need to know about data center immersion cooling fluid selection

  Dennis Schuetzle of Infinium argues that fluid chemistry must be treated as a core operational consideration for immersion cooling deployments.

  • Main announcement/action: The author, Dennis Schuetzle (CTO of Infinium), recommends that facilities teams evaluate immersion fluids as long-term operational variables rather than simple consumables; key factors to assess include viscosity, thermal conductivity, dielectric stability, oxidation stability, and environmental/regulatory profiles, especially as racks move to multi-kilowatt processors.
  • Background and details: The piece is an opinion/analysis column (author views). It compares primary fluid categories — Fischer-Tropsch synthetic hydrocarbons, mineral oils, polyalphaolefins, esters, silicones, fluorocarbons — and explains how production/refining methods, long-term molecular consistency, and aging/oxidation affect maintenance, monitoring, and lifecycle costs; no implementation timelines or monetary commitments are announced.
• Apr 1, 2026

  Schneider Electric Maps the AI Data Center’s Next Design Era

  Schneider Electric outlined a systems-driven, simulation-first approach to AI data center design at NVIDIA GTC 2026.

  • Main announcement: Schneider Electric (Marc Garner and Jim Simonelli) presented a push to make digital twin and simulation central to AI data center design and operations, integrating AVEVA, ETAP, and NVIDIA Omniverse to model electrical, thermal, and operational interactions before construction; emphasis on modeling at gigawatt scale, reference designs aligned to NVIDIA compute roadmaps, and use of BESS/UPS for load smoothing, fault ride-through, and ramp-rate management.
  • Background and details: Schneider framed cooling as a solved engineering problem relative to power delivery, advocated higher-voltage DC at extreme rack densities (as densities approach ~400 kW+), described gas turbines as the near-term onsite generation solution with storage enabling future renewables integration, and positioned its work as practical reference architectures rather than speculative R&D.
• Apr 1, 2026

  Emerald AI Raises $25 Million to Align Data Center Energy Use with Grid Capacity

  Emerald AI has announced it has raised $25 million in a strategic expansion round to scale its software for data centers to align energy use with grid capacity.

  • Funding & purpose: Emerald AI raised $25 million in a strategic expansion round led by Energy Impact Partners (EIP) with participation from Amplo, Eaton, GE Vernova, IQT, Lowercarbon Capital, NVentures (NVIDIA’s venture arm), Radical Ventures, Salesforce Ventures, Samsung Ventures, and Siemens; proceeds are aimed at scaling the company’s solutions (Emerald AI Conductor) to enable data centers to act as flexible grid resources and reduce consumption during grid strain.
  • Background & strategic partners: Emerald AI was launched in 2024; the article notes the AI industry is seeking to bring nearly 50GW of data centers online in the U.S. over the next three years. Emerald also announced a strategic advisory board including NVIDIA, Salesforce Ventures, National Grid and investor/partner members such as Eaton, GE Vernova, IQT, Samsung Ventures, and Siemens.