Summary
Siemens CEO Roland Bash joined Bloomberg Technology to lay out how the 180-year-old industrial conglomerate is positioning itself at the center of the industrial AI wave. Bash argues Siemens holds a rare combination of advantages — a full hardware-and-software technology stack, deep domain know-how on the shop floor, proprietary customer data, and trusted relationships in environments where AI hallucination is simply not an option.
The centerpiece of the interview is Siemens’ newly launched engineering agent: an AI system that autonomously diagnoses problems with industrial PCs on the factory floor, writes corrected PLC code, compiles it, tests it, and iterates until the fix is verified — all without a human engineer touching the machine. Bash cites a 50% productivity gain and an 80% improvement in programming quality from deployments so far. The company is now extending the agent to cover electrical design workflows and plans to expand across geographies and sectors.
On market opportunity, Bash highlights AI factories and data centers as the fastest-growing segment, with semiconductors, pharma, aerospace and defense, and automotive close behind. He also disclosed that Siemens generated €9.4 billion in digital revenue (including software) in 2025 and intends to double that figure by 2030 — growth he expects to accelerate as the company rewrites its software suite to be agent-accessible. Siemens’ physics-based digital twin platform, built in partnership with Nvidia, is central to that roadmap.
📺 Source: Bloomberg Technology · Published June 23, 2026
🏷️ Format: Interview
