US Data Center News & Briefings
Power, grid, permits & projects across every US county — verified, cited, updated daily.
Company

Siemens

Data center news, project activity, and monthly briefings for Siemens.

Recent news

  • 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.
  • 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.
  • 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.
  • 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.
  • 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).
  • 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).
  • 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.
  • 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.
  • 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.
  • Jensen Huang Maps the AI Factory Era at NVIDIA GTC 2026

    Nvidia CEO Jensen Huang announced that AI is entering an infrastructure phase and unveiled hardware, software, and reference architectures to build gigawatt-scale “AI factories” for continuous inference.

    • Main announcement: Nvidia unveiled new infrastructure components including Grace Blackwell NVLink72, Vera Rubin (rack-scale systems with ~3.6 exaflops per rack and 45°C hot-water liquid cooling), the Vera Rubin DSX AI Factory reference architecture and Omniverse DSX digital-twin blueprint, and software layers OpenClaw / Nemo / Nemotron to orchestrate and secure agentic AI systems; Nvidia estimated a $1 trillion AI infrastructure market and cited an industry shift to continuous inference.
    • Details & partners: Nvidia described hybrid architectures integrating Groq accelerators (disaggregated inference via Dynamo orchestration), a production co-packaged optical switch built with TSMC, DSX integrations with partners (Cadence, Dassault Systèmes, Schneider Electric, Siemens, Vertiv, Trane Technologies, Switch) and energy partners (GE Vernova, Siemens Energy, Hitachi Energy, Emerald AI); the keynote also referenced venture funding > $150 billion for AI startups and examples like Nestlé reducing compute costs by 83% on a GPU-accelerated workload.
  • Study finds significant savings from direct current power for AI workloads

    Enteligent published a study promoting 800V DC for AI data centers and said it is conducting NDA-level tests and pilots of an 800V-to-50V converter with a formal product announcement planned within the next few weeks.

    • Study findings and claimed savings:50%–80% reduction in copper usage, 8%–12% reduction in annual energy-related OpEx, and $4 million–$8 million CapEx savings per 10 MW build for AI-first facilities; Enteligent positions 800VDC as enabling fewer conductors, lower current/heat, and simpler distribution.
    • Product and deployment details / timeline: CEO Sean Burke says Enteligent’s unreleased converter will partition 800V DC to 50V for servers; the company is at NDA testing and pilot programs now and plans a formal announcement within the next few weeks; Burke recommends greenfield all-DC builds and selective all-DC retrofits for high-power GPU deployments. Competitors noted include Vertiv, Rutherford, Siemens, and Eaton.
  • Meet the Women Shaping AI-Ready Data Centers

    Compass Data Centers and Pulsant announced infrastructure strategies to adapt data centers for AI-scale workloads.

    • Hybrid cooling, closed-loop water systems, modular prefabrication, and distributed siting are being deployed to support AI workloads that “can exceed 50 kW per rack”; Compass reports embodied carbon ~18% below its baseline, on-site build time ~25% reduced, and that >80% of facilities use prefabricated components.
    • Partnerships and projects: Compass collaborated with Vertiv, Schneider Electric, Siemens, and RK Industries to industrialize designs; Pulsant is expanding high-density compute at Milton Keynes (Linford Wood, SE-1) to shift capacity outside London; sustainability reporting and continued community engagement are planned as implementations proceed.
  • Nvidia lines up partners to boost security for industrial operations

    Nvidia announced expanded collaborations with Akamai, Forescout, Palo Alto Networks, Siemens and Xage Security to embed Nvidia BlueField DPU-based accelerated computing and AI into OT/ICS cybersecurity, announced at the S4x26 conference.

    • Main announcement: Nvidia will integrate its BlueField DPUs with partner security products (Akamai Guardicore, Forescout sensors, Palo Alto Prisma AIRS, Siemens Industrial Automation DataCenter integration, Xage Fabric Platform) to enable agentless zero-trust, edge enforcement, and AI-driven centralized intelligence for OT/ICS environments; the news was revealed at S4x26 and described in an Nvidia blog post by Itay Ozery.
    • Background and details: Partners will run or offload security workloads directly on BlueField (for example, Forescout sensors and Palo Alto Prisma AIRS) to accelerate tasks like deep packet inspection, micro-segmentation, identity-based access, and runtime enforcement; Akamai emphasized agentless segmentation for fragile legacy systems, Siemens will demo BlueField integration with its Industrial Automation DataCenter, and Xage will demo its Fabric Platform operating with BlueField.
  • South Korea Switchgear Market Outlook 2026–2036: Grid Modernization and Renewables Drive 4.8% CAGR

    Future Market Insights has published a market outlook forecasting South Korea’s switchgear market size and drivers through 2036.

    • Main announcement: FMI projects market expenditure of USD 148.5 million in 2026 growing to USD 238.3 million by 2036 at a 4.8% CAGR (2026–2036); the report highlights grid modernization, renewable integration, industrial electrification, and utility-led T&D investment (KEPCO) as primary demand drivers.
    • Background and details: The release outlines segment-level drivers such as low-voltage dominance (urbanization, EV charging, rooftop solar), medium/DC switchgear for renewables and storage, regional hotspots (Jeju, South Gyeongsang, South Jeolla, North Jeolla), technology trends (SF6-free alternatives, IoT sensors), and competitive landscape featuring ABB, Siemens, Schneider Electric, GE, Eaton and domestic suppliers.

Tracking Siemens's competitors too?

Book a 20-min call