Siemens AI Strategy: Industrial AI for Customers, Proof in Its Own Factories

Siemens sells industrial AI and uses its own factories as the proof. AI is one of the growth levers in its corporate strategy, backed by more than €1 billion of investment over three years and $15 billion of software acquisitions. Inside, 175,000 employees use an internal AI tool every day, and its electronics plant in Erlangen reports large gains from AI. What Siemens does not report is how much revenue AI itself brings in.

Industrial AI is in the corporate strategy. At its November 2025 capital markets update, Siemens said it is “strengthening its leadership in Industrial AI” and set out three uses of AI: boosting innovation and productivity, adding AI to existing offerings, and building new AI offerings. It committed more than €1 billion over the next three years to scale its AI offerings. CEO Roland Busch said Siemens aims to “double our digital business revenue” and “scale our AI offerings.” The program is called ONE Tech Company, and Siemens has been cited as an example of running AI as one company rather than business by business.

The CEO frames it as an operating system. At the February 2026 shareholders’ meeting, Busch said: “We’re building the AI-based operating system for industry.” In January 2026 he called industrial AI “a force that will reshape the next century” (CES 2026).

The focus is AI for physical industry.

• Software: nine Industrial Copilots across products such as Teamcenter and Opcenter, and an AI engineering agent for industrial software
• Factories: an industrial AI platform with NVIDIA, starting at Siemens’ own Erlangen plant
• Models: a “universal AI model for industry” in development
• Life sciences: AI-driven research software through Dotmatics

Outside, AI is also a hardware market. In the first nine months of fiscal 2026, data center orders reached nearly €6 billion, a triple-digit increase, and revenue rose more than 50% to €3.1 billion. Busch said “Nine of the top ten global data center providers rely on Siemens” (August 2026).

AI has an owner on the managing board. Peter Koerte, Chief Technology Officer and Chief Strategy Officer, has been responsible for Data & Artificial Intelligence since October 1, 2025 (2025 sustainability statement). In November 2025, his contract was extended early, with the board citing his role in developing Siemens’ AI portfolio, and he said he will “further expand our technological leadership – especially in the area of industrial AI” (Siemens release). He also takes over Smart Infrastructure from July 2026 (February 2026).

Siemens is buying and hiring AI capability.

• Acquisitions: Altair and Dotmatics, which Busch called “a total investment of US$15 billion” in software and AI (February 2026)
• People: about 1,500 AI experts across the company (November 2025)
• Leadership: a head of Data & AI hired from Amazon in July 2025, reporting to Koerte
• Partners: an expanded NVIDIA partnership covering chip design, simulation and data centers, plus partnerships with IFS and Xometry

Its own plants are the test bed. Siemens is investing €500 million in its Erlangen electronics plant, where more than 100 AI algorithms run across production, logistics, quality inspection and maintenance (Manufacturing.net, October 2026). An AI agent proposes production plans, and planners check them in a digital twin before they go live (Siemens release). In Amberg, Siemens plans to invest more than €200 million in a new factory with partly autonomous production, due by 2030, and says workers will be trained for new roles (March 2026).

Employees use AI daily. Busch told shareholders that Siemens built its own AI tool and that “175,000 Siemens colleagues are also using our AI tool. Every day.” He added: “We’re getting all our people fit for the AI age” (February 2026). Siemens has not published a training standard or completion figures.

The workforce is stable. Headcount was about 318,000 at the end of fiscal 2025, up from 305,000 two years earlier on a comparable basis. Siemens has not linked AI to job cuts.

Governance is described only at board level. A managing board member owns AI. The sources reviewed contain no published AI principles or review process.

AI fluency, coded against the Lead with AI Fluency Matrix (September 2026 edition):

• Fluency floor: Not published. Busch’s figure of 175,000 daily users, more than half of the workforce, is the clearest usage measure, but there is no required standard.
• Highest level evidenced: Level 3 (Integrating), company-claimed. AI is built into production planning, quality inspection and maintenance at Erlangen. Planners still approve the agent’s proposals, and more autonomous production is a goal for Amberg by 2030, so Level 4 is not evidenced.
• Portfolio design: Builder and user. Siemens develops industrial AI for customers, tests it in its own plants and gives all employees an in-house AI tool.

Siemens reports AI results for customers and its own plants, but no AI revenue line. All figures below are company-claimed:

• Own plant: at Erlangen, virtual production preparation cuts engineering effort by up to 85% and time to market by up to 40%, and AI-based planning can save up to 20% in costs; Managing Board member Cedrik Neike cites annual productivity gains of 7% there (October 2026)
• Product: the Eigen Engineering Agent delivers up to 50% greater efficiency in producing industrial software, with hundreds of customers in more than 30 countries (August 2026)
• Customer: PepsiCo reports a 20% increase in throughput on initial deployment of Siemens’ Digital Twin Composer (January 2026)
• Usage: 175,000 employees use the internal AI tool daily (February 2026)

The financial target covers digital, not AI. Siemens aims to double digital business revenue, which includes software and digital services, from €9.4 billion in fiscal 2025 by 2030. It does not break out revenue from AI products, or savings from its own use of AI. Separating the two is the step from AI adoption to AI value.

Next markers: the fiscal 2026 results, whether Siemens reports AI revenue or internal AI savings, and progress at Erlangen and Amberg.

Change log

• July 2025: Siemens hires a head of Data & AI from Amazon.
• Fiscal 2025: Siemens acquires Altair and Dotmatics.
• October 2025: Data & AI becomes part of Peter Koerte’s managing board portfolio.
• November 2025: The capital markets update makes industrial AI a growth lever, with more than €1 billion of AI investment over three years.
• January 2026: At CES, Siemens and NVIDIA announce an industrial AI platform, and Siemens launches nine Industrial Copilots.
• February 2026: Busch reports 175,000 daily users of the internal AI tool.
• March 2026: Siemens plans a factory with partly autonomous production in Amberg by 2030.
• August 2026: Data center orders reach nearly €6 billion in nine months; the Eigen Engineering Agent reaches hundreds of customers.
• October 2026: Siemens reports AI results from Erlangen and expands its NVIDIA partnership on autonomous factories.

• Disclosure: 3 of 4. Siemens answers where it is going, where it will focus and what it will take. How it will know is answered in part: it reports customer and plant results and a usage figure, but no AI revenue or internal savings.
• AI is a growth lever in the corporate strategy, with more than €1 billion of investment and a board-level owner.
• Its own factories are the proof, with Erlangen reporting large gains in engineering effort and time to market.
• More than half the workforce uses AI daily, by Siemens’ count.
• AI also sells hardware, through fast-growing data center orders.
• The say-do gap is measurement. A company that sells industrial AI does not yet report what AI earns or saves on its own.
• Watch the AI revenue line. The test is whether AI gets its own number in the fiscal 2026 results or later.

What the numbers show: On a comparable basis, revenue rose 5% from fiscal 2023 to fiscal 2025 and headcount 4%, so revenue per employee rose 1%. Siemens added people while buying the software companies Altair and Dotmatics. These figures do not show that AI caused any change.

Revenue, headcount and revenue per employee, FY2022 to FY2025

• FY2022: €71.98bn revenue, 311,000 employees, €231k per employee
• FY2023: €74.88bn revenue, 305,000 employees, €246k per employee
• FY2024: €75.93bn revenue, 312,000 employees, €243k per employee
• FY2025: €78.91bn revenue, 318,000 employees, €248k per employee

Change from FY2023, the first comparable year, to FY2025: revenue up 5%, headcount up 4%, revenue per employee up 1%.

Notes: Revenue is as reported. Headcount is employees at September 30, rounded to the nearest thousand. Siemens’ fiscal year ends on September 30. Siemens sold Innomotics, its motors and large drives business, and restated fiscal 2023 to continuing operations, so the comparable trend starts in FY2023. FY2022 is as originally reported. Fiscal 2025 includes Altair and Dotmatics, acquired during the year. Siemens Healthineers is consolidated in all years. Trend figures stay in € so exchange-rate moves do not distort them. At the 2025 average exchange rate, latest revenue per employee is about $280k.

These figures give context on scale and productivity. They do not show that AI caused any change. Sources: Siemens annual earnings releases.

What is Siemens’ AI strategy?

Siemens wants to lead in industrial AI. It uses AI to boost its own productivity, adds AI to its existing software and hardware, and builds new AI offerings, with more than €1 billion of investment over three years. CEO Roland Busch describes the goal as building “the AI-based operating system for industry.”

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How do Siemens employees use AI?

Siemens built its own AI tool, and Busch said in February 2026 that 175,000 employees use it every day. Its Erlangen electronics plant runs more than 100 AI algorithms in production, logistics, quality inspection and maintenance.

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What are Siemens’ Industrial Copilots?

They are AI assistants built into Siemens’ industrial software, such as Teamcenter and Opcenter. Siemens announced nine in January 2026. It also sells an AI engineering agent that helps customers produce industrial software.

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Is Siemens cutting jobs because of AI?

Siemens has not linked job cuts to AI. Headcount was about 318,000 at the end of fiscal 2025, and Siemens says workers at its planned AI-driven factory in Amberg will be trained for new roles.

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How is this profile put together?

Lead with AI profiles use public sources only, such as annual reports, earnings materials, filings and on-record interviews, dated at the time of writing. AI fluency is coded against the Lead with AI Fluency Matrix. Company figures are marked as company-claimed unless they have been independently verified.