Roland BuschPresident and Chief Executive Officer, Siemens AG (SIEGY)
A Siemens lifer — he joined in 1994, ran Mobility and then the technology and strategy office, and took the CEO seat in February 2021. His public argument is the “ONE Tech Company” programme: pushing Siemens' automation, building and rail hardware onto a single software and AI stack, with the Xcelerator platform and the $10.6 billion Altair acquisition as the concrete steps. He fronts the quarterly results call and owns the digital-business growth target the company reports against — 18% growth in the first nine months of fiscal 2026 against a 15% target.
7 recorded appearances
Recorded before a live audience at the CTA Innovation House in Washington two days before the Q3 results. Busch argued the constraint on industrial AI is physical — power and cooling for GPU data centers, and blue-collar workers who need retraining for the robotics era — and said the useful shop-floor robot of the near future probably will not have legs.
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Frames AI as the next general-purpose technology after electricity, with the caveat that industrial AI has to be reliable and grounded in real-world physics rather than plausible. Busch presents the digital-twin stack including Digital Twin Composer, alongside the chief executives of Capgemini and ASML.
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The MIT INM Distinguished Speaker Series talk: how AI reshapes design, production and operations, and what it does to the manufacturing workforce. The nearest thing to a full statement of the case behind the ONE Tech Company reorganisation, delivered to an engineering audience rather than to investors.
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The China version of the pitch: industrial AI moving from experiment to deployment across factories, infrastructure, data centers and supply chains, organised around what Siemens calls an industrial AI operating system connecting hardware, software and data across the value chain.
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Recorded the day after the annual shareholders' meeting. Busch told Shereen Bhan that AI will accelerate simulation roughly tenfold but that the working combination is human plus AI, and that it will be a long time before a robot can simply be trusted in place of a person.
Watch or read →The record-year speech: fiscal 2025 industrial-business profit of €11.8 billion at a 15.4% margin, net income up 16% to €10.4 billion and free cash flow of €10.8 billion, all group records, followed by the argument for spending the proceeds on the software and AI turn rather than banking them.
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The CES keynote in the Palazzo Ballroom, with Jensen Huang on stage to extend the Nvidia partnership into what the two companies call an industrial AI operating system. Also the launch of Digital Twin Composer — the clearest public statement of what Siemens thinks it is selling in the AI cycle.
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