Nvidia, Siemens to Build Industrial AI Operating System

Watch on YouTube ↗  |  January 06, 2026 at 19:23  |  21:23  |  Bloomberg Markets
Speakers
Roland Busch — President and CEO, Siemens
Jensen Huang — CEO, NVIDIA

Summary

Nvidia CEO Jensen Huang and Siemens CEO Roland Busch discuss a new partnership to build an industrial AI operating system, combining Nvidia AI and physical AI with Siemens' EDA, simulation, Teamcenter, and factory automation software. They frame autonomous factories, robotics, energy and power infrastructure, and memory as key bottlenecks and opportunities, and Huang highlights Vera Rubin efficiency, China demand, inference licensing, Tesla's autonomous driving leadership, and Foxconn factory deployment. Siemens outlines software M&A interest and life-sciences digital-twin growth.

  • Nvidia and Siemens announce a broad industrial AI operating system partnership.
  • The partnership spans EDA, simulation, Teamcenter, and factory automation software.
  • CEOs expect AI to enable autonomous factories, robotics, and US manufacturing.
  • Energy and power infrastructure are seen as major bottlenecks for AI growth.
  • Nvidia says memory is tight but has planned with suppliers.
  • Nvidia sees strong China demand if purchases are allowed.
  • Siemens wants more software competence and life-sciences digital twins.
  • Huang praises Tesla's autonomous driving and Foxconn's AI factory work.
Ideas
Roland Busch President and CEO, Siemens 0:39
Siemens industrial AI OS scales adoption.
Siemens' industrial AI operating system is already in place and working: customers are building digital twins of products and manufacturing, AI is active on the shop floor, and new models allow systems to move from advising people to acting autonomously and adaptively. Siemens is working to make deployment easy and sees momentum in shipbuilding and with startups, so the platform can scale beyond Siemens' own footprint.
SIEMENS HIGH
Jensen Huang CEO, NVIDIA 2:08
Nvidia-Siemens partnership advances industrial AI.
Nvidia and Siemens announced a broad partnership to accelerate Siemens' EDA and simulation software and integrate Nvidia physical AI and agentic AI into Teamcenter and Siemens' factory automation operating system. Nvidia will use the accelerated software to design its chips and systems, simulate its factories, and deploy the industrial AI OS on factory floors with partners such as Foxconn, a big deal to put the technology to use as soon as possible.
NVDA SIEMENS HIGH
Jensen Huang CEO, NVIDIA 5:54
AI unlocks autonomous factory robots.
Customers want fully automated and increasingly autonomous factories because labor is hard to find, automation can raise yields and reduce energy use, and the US manufacturing ramp requires digital, automated, AI-supercharged factories. AI and physical AI can make robotic systems easier to teach and program, which should unlock broader robot deployment over the next two to three years.
ROBO MED
Jensen Huang CEO, NVIDIA 9:32
World needs more energy investment.
The AI industrial revolution is energy constrained; there is never enough energy, and every industrial revolution faces energy limits. The US, Europe, and the world need more energy and should invest in all forms of energy, while also improving efficiency.
XLE MED
Roland Busch President and CEO, Siemens 10:31
Power bottlenecks benefit Siemens, equipment.
Data-center demand requires high-quality energy and is creating bottlenecks from gas turbines to high-voltage transformers, medium voltage and switch technologies. Demand along the whole power supply chain is huge and supply is tight. Siemens is serving this fast-growing demand and is ramping up, though regional policy gaps could create bottlenecks.
XLI High-voltage transformers Medium voltage/switchgear MED
Jensen Huang CEO, NVIDIA 17:57
Tesla leads autonomous driving and robotics.
Jensen calls Tesla the most advanced EV stock and operations in the world; Tesla's end-to-end vision-based approach is state of the art in autonomous driving and robotics, making the stock hard to criticize and worthy of continued execution.
TSLA HIGH
Jensen Huang CEO, NVIDIA 19:22
Foxconn ramps Nvidia-Siemens AI factory.
Foxconn's manufacturing site is real and ramping, using Nvidia and Siemens technology with AI brain, digital twin composer, and real-time shop-floor connectivity; Jensen calls it a great partnership, giving Foxconn an edge in AI factory deployment.
Foxconn MED
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This Bloomberg Markets video, published January 06, 2026, features Roland Busch, Jensen Huang discussing SIEMENS, NVDA, ROBO, XLE, XLI, High-voltage transformers, Medium voltage/switchgear, TSLA, Foxconn. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Roland Busch, Jensen Huang  · Tickers: SIEMENS, NVDA, ROBO, XLE, XLI, High-voltage transformers, Medium voltage/switchgear, TSLA, Foxconn