SI

Meeting brief — Siemens AI

July 20, 2026 · AI transformation buyer

Revenue FY2025
€78.9B
AI applications
35+
Copilot users
120K+
Net income FY2025
€10.4B
VP
Vasi Philomin
EVP & Head of Data & AI · since July 2025 · ex-AWS VP of Generative AI (built Amazon Bedrock)
PK
Peter Koerte
Managing Board · CTO & CSO · Philomin reports to him · keynoted CES 2026
RB
Roland Busch
President & CEO · AI champion · delivered CES 2026 keynote on industrial AI

Industrial Copilot — scaling fast

120K+ engineers, 100+ customers. 9 new copilots launching across Teamcenter, Polarion, Opcenter. Co-developed with Microsoft.

Digital Twin Composer — flagship launch

Built with NVIDIA Omniverse. Hitting Xcelerator Marketplace mid-2026 (right now). PepsiCo identified 90% of plant issues before physical changes.

Industrial foundational model

Philomin's top mandate: build an industrial-grade AI foundation model — safe, secure, reliable for OT environments.

AI Operating System (with NVIDIA)

Partnership expanded to reinvent the full industrial value chain — design → engineering → manufacturing → supply chain.

Xcelerator Marketplace — universal access

Their go-to-market vehicle: all AI apps distributed here, available to companies of every size.

NVIDIA — AI OS + Digital Twin Microsoft — Copilot + Azure AWS — Building X + Bedrock Meta — Ray-Ban AI Glasses

"You've just launched the Digital Twin Composer on Xcelerator — what's the internal adoption challenge right now, moving from pilots to production at scale?"

"Vasi Philomin came from building Bedrock at AWS — how is the internal AI/data team being rebuilt around his vision of an industrial foundation model?"

"With 9 new copilots launching at once, how are you managing change and AI literacy across such different engineering personas (factory floor vs. R&D vs. supply chain)?"

"The NVIDIA partnership covers design-to-supply-chain — where is the internal bottleneck to making that end-to-end intelligence a reality for your own operations?"

⚠ Watch out for

Siemens positions itself as both an AI vendor (selling tools to others) AND an AI adopter (transforming itself internally). Your buyer likely has both internal and commercial mandates — be ready to address both angles. The tension between the two is often where the real pain lies.