Siemens: Industrial intelligence leads to full order books and data center contracts. Upgrade of the 2026 forecast!
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The story of Siemens has changed. In cooperation with partners like NVIDIA, the company is transforming factories into "smartphones of industry." It is no longer just the physical assembly line that is in focus, but the underlying software layer. In this world, hardware is optimized through updates, and wear is anticipated by AI before it occurs. This way, Siemens will not only earn money from the one-time sale of a machine in the future but also through high-margin service subscriptions (SaaS). This promises higher margins in the medium term. ...
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