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Siemens wants to improve its position in the field of industrial AI with an alliance from the European mechanical engineering industry.

Europe may be left behind when it comes to general artificial intelligence, but its chances are better when it comes to AI for industry - Siemens wants to improve its chances with an alliance.

In the race for the industrial AI of the future, Siemens has brought in allies from the European mechanical engineering sector. In addition to the Munich-based company, the newly founded data alliance also includes machine tool manufacturers Grob, Trumpf, Chiron, Renishaw, Heller, the machine tool laboratory at RWTH Aachen University and the Voith Group, as Siemens announced. The core of the collaboration is the exchange of anonymized machine data.

The basic idea behind the collaboration is that the higher the quality and quantity of the data used to train artificial intelligence, the better it is. Siemens sees this as an opportunity for European companies. After all, while the continent currently seems to be lagging behind the USA or China in terms of traditional AI, it is well positioned here.

"Together with customers and partners, we are now taking a significant step towards scaling industrial AI," says Siemens CEO Roland Busch. "I see a great opportunity here for Europe's economy with its strong industrial base," explains the manager. "By making our companies' unique wealth of data available for generative AI models, we can achieve completely new levels of productivity." In the long term, the data alliance wants to establish an open standard for the exchange of machine data.

Reliability is the key requirement

An important difference to well-known general AI models such as ChatGPT is that industrial AI must be much more reliable because errors could quickly have expensive or dangerous consequences. One way to achieve this is to train it with reliable data from industry. "Access to high-quality machine data from different manufacturers is key," said Busch. "With this alliance, we can develop AI systems that understand the complexity of development and production, making them a powerful partner for specialists."

Siemens sees the creation of programs for machines as an application example - with their help, progress can be made faster, error rates can be reduced and programmers can be relieved of basic tasks. Other areas include predictive maintenance with machine-specific forecasts, manufacturing processes that adapt to changing conditions in real time and improved energy efficiency.

https://www.heise.de/news/Siemens-startet-Allianz-fuer-industrielle-KI-10667250.html

$SIE (-0,15 %)
$MRK (+1,71 %)

Hello, my dears,

Siemens is a must-have for me, so I'm staying invested.

Siemens and Merck have deepened their strategic partnership through a new Memorandum of Understanding to accelerate the digital transformation in the life science industry.

The Memorandum of Understanding (MoU) focuses on the development of integrated software solutions based on automation, data and artificial intelligence (AI). The aim is to network research, development and production of new active ingredients more closely and thus accelerate them. The partnership marks the first use of the technology that Siemens acquired as part of the Dotmatics takeover in July 2025.

As part of the partnership, digital solutions will be developed to close existing gaps in drug discovery and biotech manufacturing workflows. To this end, Software-as-a-Service (SaaS) products from Merck will be linked with the Siemens digital ecosystem. As part of an initial pilot project, Merck's AI tools and digital applications will be made available in Luma. Luma is an AI-supported software (Scientific Intelligence Platform) from Siemens that was acquired with the Dotmatics takeover. It will enable scientists to order products in a single environment while accessing the digital tools and relevant information they need to make faster, data-driven decisions.

Building on this pilot project, Siemens and Merck are planning further joint projects and aiming for even closer integration in the long term, such as intelligent data management tools and user-friendly interfaces that make it easier for scientists to use complex procedures. In addition, both partners are exploring the development of digital marketplaces through which customers can access complementary technologies and services.

https://www.elektroniknet.de/halbleiter/partnerschaft-fuer-ki-und-datengestuetzte-wirkstoffentwicklung.227642.html

The Fluence Energy share $FLNC (-3,2 %) have recently come under considerable pressure. After the Q3 figures, the share price fell by almost 20% and the forecast was lowered - it is clear that many investors are keeping their distance for the time being.

Fluence Energy is a company in the field of energy storage technology and services. It was founded in 2018 as a joint venture between Siemens $SIE (-0,15 %) and the AES Corporation $AES (+0,09 %) to combine the expertise of both companies in energy storage and develop innovative solutions for integrating renewable energy into power grids.

Energy storage as the key

There can be no energy transition without storage. Wind and solar power must be reliably stored and fed into the grid. Fluence is one of the few specialists in the world that focuses precisely on this.

Order book full

More than USD 2.5 billion is in the backlog. This is a strong signal that the demand is there. If these projects are implemented, Fluence could be in a much better position from 2026.

Fluence offers a variety of energy storage solutions, including:

- Gridstack Pro™: a modular platform for industrial applications.

- Smartstack™: A high-density, AC-based energy storage platform with a modular design.

- Ultrastack™: A solution for smaller applications with high energy density.

- Mosaic™: AI-powered software for intelligent bidding and optimization of energy storage resources

- Nispera™: A software for performance monitoring and analysis of energy storage systems.

Technology & Projects

With the Gridstack Pro systems, they set standards in safety. Major projects in Australia, Germany and even the Ukraine are real references - and references lead to follow-up orders.

Production for scaling

New plants in Houston and Vietnam are intended to help reduce costs and improve margins. Exactly what a growth company needs.

Of course there are risks: competition, thin margins, high expectations on the stock market. But it is clear to me that Fluence is in a market that will only become more important in the coming years.

My impression: in the short term, the share price is shaky - in the long term, Fluence could become one of the winners of the energy transition.

The German stock market was weak on Tuesday. Pressure was exerted on the indices not least by weak US stock markets, following the absence of trading in the USA on Monday due to Labor Day. The Dax slipped more sharply below the psychologically important 24,000-point mark, which has come back into focus since last week.

"Recently, buyers have always entered the market at the 24,000-point threshold," commented portfolio manager Thomas Altmann from QC Partners. "However, it is quite conceivable that this buying threshold will gradually shift downwards."

At lunchtime, the leading German index was down 1.1 percent at 23,784 points. The MDax fell below 30,000 points. Most recently, the index of medium-sized companies lost 1.8 percent to 29,914 points.

With regard to the USA, the main focus is on the reaction of the US stock markets after an appeals court denied President Donald Trump the authority to impose far-reaching tariffs on imported products on Friday, citing an emergency law.

"In Asian trade, the continuing uncertainty about the economic impact of the US punitive tariffs was used for profit-taking," said market expert Andreas Lipkow. In view of the power struggle taking place behind the scenes around the US Federal Reserve, there are currently many questions and the upcoming meeting in September is the subject of much discussion.

"An interest rate cut is far from a foregone conclusion." The upcoming economic data from the US, such as the labor market report on Friday, is therefore likely to play an important role. "Many new risk clusters are currently forming, which could still cause considerable fluctuations on the financial markets."

Among the individual stocks in the Dax, the FMC-Aktie ($FMC (-2,29 %) ) brought up the rear, losing 4.9 percent. A sell recommendation from the major Swiss bank UBS weighed on the stock. Analyst Graham Doyle referred to structural risks with regard to business development in the USA and the danger of falling consensus estimates for the operating result.

Siemens ($SIE (-0,15 %) ) fell by 2.8 percent. They suffered from a downgrade to "market perform" by Bernstein Research. Analyst Nicholas Green justified his move with the strong share price gains in recent years. Commerzbank ($CBK (-2,38 %) ) , downgraded to "Equal-weight" by Morgan Stanley, lost 2.4 percent. At the current valuation level, analyst Alvaro Serrano wrote that further progress in the Frankfurt-based company's business plan is needed first.

In the SDax the share price of SMA Solar ($S92 (-1,35 %) ) fell by 28 percent. The manufacturer of inverters for photovoltaic systems lowered its forecast for the current year and now expects an operating loss. The restructuring efforts that have already been initiated are to be intensified further.

The fact that the motor manufacturer Deutz ($DEZ (-0,68 %) ) is expanding its still small business in the defense market with the planned acquisition of the Sobek Group. The share gained 6.0 percent at the top of the index. The Sobek Group is a drive specialist for drones.

$SIE (-0,15 %)

I remain invested.

The multi-billion euro tender for a large part of the Berlin S-Bahn network has been decided after years of delays.

According to the Deutsche Presse-Agentur, the contract for important north-south and east-west connections was awarded to a consortium consisting of Deutsche Bahn, Stadler Rail and Siemens. The consortium prevailed over its competitor Alstom, which can still take legal action against the decision.

The largest award procedure for local public transport in Europe involves a contract volume of around 15 billion euros. It includes the operation of several S-Bahn lines from the 2030s for 15 years, the delivery of 1,400 new carriages and vehicle maintenance for 30 years.

To date, the so-called north-south and light rail sub-networks have been operated by the rail subsidiary S-Bahn Berlin GmbH, as has the Ringbahn. The latter was not part of the tender launched by the states of Berlin and Brandenburg in 2020.

https://www.finanzen.net/nachricht/aktien/jahrelange-haengepartie-siemens-aktie-steigt-konsortium-ergattert-mega-auftrag-fuer-berliner-s-bahn-14785911

Siemens supplies trains for regional rail line - purchase recommendation from the USA

https://www.ecoreporter.de/artikel/siemens-liefert-z%C3%BCge-f%C3%BCr-regionalbahn-linie-kaufempfehlung-aus-den-usa/