Siemens (SIE) CES 2026 Keynote summary

Keynote vision and industry transformation

• AI is positioned as the next general-purpose technology, set to transform industry as profoundly as electricity did a century ago, with a focus on embedding intelligence into real-world systems at scale.

• Industrial AI is accelerating faster than previous technological revolutions, with expectations that intelligence will be embedded in everyday systems within seven years or less.

• The convergence of digital twins, intelligent automation, and AI is enabling factories, supply chains, and infrastructure to become more adaptive, resilient, and efficient.

• Partnerships with technology leaders like NVIDIA, AWS, and Microsoft are central to scaling industrial AI globally and responsibly.

• Siemens Xcelerator Marketplace is highlighted as a unified platform for AI-powered technologies, domain expertise, and partner solutions.

Strategic partnerships and technological advancements

• Siemens and NVIDIA are intensifying collaboration in five areas: AI-native chip design, AI-native simulation, adaptive manufacturing, AI factories, and internal technology adoption.

• AI-native chip design leverages GPU acceleration and digital twins to dramatically speed up and enhance chip development, aiming for agentic EDA tools that propose new designs.

• AI-native simulation, accelerated by GPUs, enables real-time, high-fidelity modeling for industries like automotive and rail, with ambitions to create AI that emulates physics for rapid experimentation.

• Adaptive manufacturing is moving toward fully AI-driven, software-defined factories, with the first such site launching in Germany in 2026 and similar initiatives with partners like Foxconn in the US.

• AI factories and digital twins are essential for designing, simulating, and operating next-generation data centers and manufacturing plants, ensuring zero schedule delays and maximum uptime.

Customer impact and real-world applications

• PepsiCo is using Siemens’ Digital Twin Composer to optimize manufacturing and logistics, achieving a 20% efficiency increase and 10–15% CapEx reduction in initial deployments.

• KION and other customers are leveraging digital twins to transform warehouses and supply chains, accelerating ramp-up and productivity.

• Hero MotoCorp migrated its product development to Teamcenter X on AWS, aiming to halve development times and enable global collaboration, with AI-driven design reuse and digital twins supporting sustainability goals.

• Disney, through a partnership with startup Haddy and Siemens, is using large-format 3D printing and digital threads to rapidly create durable, sustainable props for theme parks, demonstrating the power of ecosystem collaboration.

• Commonwealth Fusion Systems is using Siemens technology and digital twins to accelerate the commercialization of fusion energy, with the first commercial plant (ARC) planned to deliver 400 MW and supply power to Google.