Overview
- Siemens confirmed late last week that it has centralized the core of its industrial AI model development in Seattle while keeping application work in Europe and maintaining teams on the U.S. East Coast and in China.
- Roland Busch urged faster, lighter EU regulation for AI and said the Data Act in its present form would effectively force companies to disclose proprietary industrial data, which he warned would hamper model training and product development.
- Under the ONE Tech Company restructuring Siemens is repositioning from an industrial conglomerate into a technology company focused on industrial AI, with large new investments that management says are funded from cash flow and are already showing early positive effects.
- Busch rejected blanket EU tariffs on China and called instead for targeted measures, arguing that competition from skilled Chinese firms and a faster U.S. ecosystem explain why core R&D and talent concentration moved to the United States.
- The move splits R&D and productization across regions, which could shift high‑skill model engineering to U.S. hubs while European teams focus on adapting and deploying AI for customers, changing where jobs and industrial know‑how are concentrated.