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Siemens
Data center news, project activity, and monthly briefings for Siemens.
Editor's picks
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NVIDIA Brings AI-Powered Cybersecurity to World’s Critical Infrastructure
NVIDIA is collaborating with Akamai, Forescout, Palo Alto Networks, Xage Security and Siemens to bring accelerated computing and AI to OT cybersecurity.
- Main announcement: NVIDIA and partners will embed AI-driven, zero-trust security into OT/ICS by running security services on NVIDIA BlueField DPUs, enabling agentless discovery, agentless segmentation, local inspection/enforcement at the edge, and centralized analysis in AI factories; demonstrations are scheduled at S4x26 (Feb. 24–26, Miami).
- Details and background:Forescout provides continuous, agentless discovery and policy enforcement for OT/IoT/IT; Akamai has extended the Guardicore Platform to run on BlueField for agentless segmentation; Palo Alto’s Prisma AIRS runs on BlueField for deep traffic inspection; Xage (which already protects about 60% of U.S. midstream pipeline infrastructure) will show zero-trust integrations on BlueField; Siemens will demonstrate an AI-ready Industrial Automation DataCenter with IEC 62443-aligned cybersecurity and edge data center capabilities.
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Breaking the Multiphysics Simulation Bottleneck
Dell announces that Dell Pro Max workstations with NVIDIA RTX PRO GPUs and NVIDIA server/rack platforms now enable full‑fidelity multiphysics simulations from the desktop to rack-scale.
- Main announcement: Dell promotes that its Dell Pro Max Tower T2 (with NVIDIA RTX PRO 6000 Blackwell) and Dell PowerEdge servers (XE9680 with eight NVIDIA H200 GPUs; XE8712 rack systems with NVIDIA GB200 NVL4) let engineers run full‑fidelity multiphysics without partitioning models. Key technical details: GH200 Superchip offers 576GB coherent memory via NVLink-C2C at 900GB/s; Dell PowerEdge XE9680 offers 8 × H200 GPUs with 141GB HBM3e per GPU (over 1.1TB total); XE8712 supports up to 144 B200 GPUs per rack.
- Background and evidence: The article cites vendor results and ISV integration: Ansys reported a 2.4-billion-cell automotive aero simulation that ran on 320 GH200 GPUs in 6 hours versus 4 weeks on a 2,048-core CPU cluster; COMSOL Multiphysics 6.4 with cuDSS reports 5x or greater speedups. CAE vendors named include Ansys, Siemens, COMSOL, and Altair; the piece is promotional/announcing product capability and vendor integrations, not a primary research paper or independent benchmark.
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Transforming Europe: Bold moves to lift a continent
McKinsey calls on Europe’s private-sector leaders to accelerate multi‑billion investments and partner with the public sector to close the continent’s competitiveness and investment gap.
- Main announcement/action: McKinsey recommends mobilizing €1.2 trillion in private and public investment annually for the next five years, focusing on unleashing 10–20 multi‑billion‑euro projects, plus advancing regulatory reform; it highlights direct private‑public examples such as ASML’s €2.5 billion Project Beethoven and regional cluster investments to scale strategic industries.
- Background and details: The article documents recent momentum and concrete commitments: €300 billion raised by Europe‑focused private equity in the first nine months of 2025; KKR deployed $20 billion YTD 2025; Blackstone plans up to $500 billion of European investment over the next decade; EQT targeting $250 billion over five years; Schwarz Group committed €11 billion to a 100,000‑GPU AI gigafactory; Germany set a €500 billion infrastructure and climate fund and intends to double defense spending to nearly €650 billion over five years (NATO target 3.5% of GDP by 2029).
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21789-2026: Germany – Sewage plant equipment – Erneuerung Prozessleitsystem Kläranlage Hetlingen - 2. Bauabschnitt
Abwasser-Zweckverband Südholstein has awarded a contract to VESCON AQUA GmbH to carry out the second construction phase to renew the process control system and central automation devices at the Hetlingen wastewater treatment plant.
- Main contract award:VESCON AQUA GmbH awarded lot LOT-0001 with a contract/tender value of EUR 1 673 138,33; contract concluded on 06/01/2026; works period from 18/02/2026 to 27/03/2028. Scope includes migration of Siemens SIMATIC PCS 7 Version 9.1 SP2 to virtual machines on the site virtualisation system, virtualization of a redundant process-server pair plus seven PCS 7 clients and one engineering station, removal of existing KVM technology and deployment of thin-clients, replacement of the second half of central automation with seven SIMATIC S7-410 5H devices, and adaptation of decentralised peripheral bus.
- Procedure and background:Open procedure (internal id 2025/0124) under Directive 2014/24/EU; main CPV 45252130 (Sewage plant equipment); procurement not financed with EU funds; procurement covered by the GPA. Award criteria weights: Price 50%, References 42%, Qualification 8%. Only one tender received (electronically).
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NVIDIA Rubin Platform, Open Models, Autonomous Driving: NVIDIA Presents Blueprint for the Future at CES
NVIDIA unveiled the Rubin platform in full production and introduced the Alpamayo open reasoning model family at CES 2026, positioning Rubin as a six-chip, extreme codesigned AI platform and Alpamayo as an open stack for level-4 capable autonomy.
- Main announcement:NVIDIA announced the Rubin platform is in full production (successor to Blackwell), a six-chip extreme‑codesigned system including Rubin GPUs (50 petaflops NVFP4 inference), Vera CPUs, NVLink 6, Spectrum‑X Ethernet Photonics, ConnectX‑9 SuperNICs, and BlueField‑4 DPUs; NVIDIA claims token generation costs ~one‑tenth of the prior platform and introduced AI‑native KV‑cache storage with up to 5x gains in tokens/sec, TCO performance and power efficiency. The company also introduced Alpamayo (R1 reasoning VLA, AlpaSim simulation blueprints) and said the first passenger car with Alpamayo on NVIDIA DRIVE will be on U.S. roads this year (the all‑new Mercedes‑Benz CLA).
- Background and details: The announcement was delivered at CES 2026 in Las Vegas; NVIDIA positioned Rubin as built “from the data center outward” and emphasized open models trained on NVIDIA supercomputers across domains (Clara, Earth‑2, Nemotron, Cosmos, GR00T, Alpamayo). Additional product notes: DGX Spark claims up to 2.6x performance for large models; partnerships and ecosystem mentions include Hugging Face, Siemens (expanded partnership), Palantir, ServiceNow, Snowflake, Boston Dynamics, Franka, Synopsis, Cadence, and others.
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Accelerating Europe’s AI adoption: The role of sovereign AI
McKinsey argues that Europe must rapidly build sovereign AI capabilities and infrastructure to reignite productivity growth and reduce strategic dependency on non-European technology providers.
- AI sovereignty scenario: Authors estimate a high-adoption, high-sovereignty path could add €480 billion/year to EU GDP by 2030, including €63 billion from European AI makers and €416 billion from productivity gains for takers, enabled by sovereign cloud, European-controlled data centers, and targeted focus on applications, models, and tools in key sectors (healthcare, energy, industrials, defense).
- Policy & infrastructure measures: Article calls for an EU-level sovereign AI fund investing €15–20 billion annually to 2030 in compute infrastructure, data centers, energy-efficient chips, and foundation models, plus a single AI market, sovereign-friendly public procurement quotas, alignment of AI data center power demand with renewable energy and grid planning, and large-scale talent, migration, and reskilling initiatives across Europe.
Recent news
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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.
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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.
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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.
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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.
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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).
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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).
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.