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On Monday, Siemens Energy opened a new chapter in grid modernization with the launch of our Grid AI Lab at the Innovation Center Orlando, a capability we’re proud to build here in the U.S., with North America helping lead the path in grid innovation.

This new facility brings together engineering expertise, AI capability, and advanced computing power to help utilities address some of the toughest challenges facing today’s electric grid—resilience, reliability, and extreme weather.

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Bringing gas turbine manufacturing back to Charlotte—and expanding advanced energy manufacturing across North Carolina—is about more than investment. It’s about jobs, skills, and long‑term impact for our communities.

I appreciated the opportunity to share why Siemens Energy continues to invest $1Billion here, and why manufacturing remains a powerful engine for growth in the U.S.

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My final panel at CERAWeek was a direct conversation about something that will define the future of energy: people.

We can’t power the future without a skilled workforce ready to build it. That’s why Siemens Energy is committing $1 billion to U.S. manufacturing expansion and investing in the talent it takes to deliver more energy, more reliably, for more Americans.

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At CERAWeek, we had a great discussion on what it will take to build a future‑ready U.S. grid as demand accelerates — driven by AI, data centers, and electrification.

Beyond scale, the conversation focused on something just as critical as innovation integration. We discussed how AI can help operators move from reactive to proactive decisions, make better use of existing grid infrastructure, manage growing complexity across regions and technologies and what that would mean in 10 years from now.

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America’s energy expansion is accelerating—and reliability is becoming the real constraint.

As the industry accelerates into an AI‑driven decade, reliability, onsite generation, and grid resilience are becoming defining themes—CERAWeek will reflect that in less than a week. This year, over half of the program focuses on data centers, AI, power generation, and grids, AI, and data centers feature prominently in the agenda, reinforcing just how central these challenges have become. Our strategy at Siemens Energy aligns with this momentum, from U.S. manufacturing expansion to solutions built for fast and resilient power.

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Great to be back in Orlando this week — and even better to be here in person for my first North America Quarterly Update as President.

Orlando has always been a special place for Siemens Energy. It’s our largest U.S. hub, home to more than 3,000 colleagues, our Innovation Center, the Wind Academy, FAST Logistics Center, and decades of engineering and manufacturing excellence. Being on the ground again — walking the campus, meeting teams face‑to‑face — reinforced just how much this community fuels our success across North America.

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Today marks an important milestone for Siemens Energy and for the future of energy manufacturing in America.

We’re investing $1 billion to expand our production capabilities and strengthen our capacity to support the nation’s growing energy needs.

With more than a century here in the U.S., we’re proud to continue investing in our workforce and technology.

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Our main focus in 2026 is accelerating speed to power – how can we help our customers bring more power (and bring it faster) - to more people in the U.S. and Canada.

As part of my continued road trip, I kicked off the year with a behind-the-scenes look at our new construction project in Charlotte, where we’ve started building what will become our new large power transformer factory to help address the national transformer shortage and reduce multi-year lead times for grid-connected loads.

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Houston is a city where I spent the first decade of my career. In many ways, it’s still the same place I remember: a place with a true entrepreneurial spirit and a real commitment to “getting stuff done.”

It’s also a city of expansion: population-wise, metro Houston is now ~7.8M people, - among the fastest-growing major U.S. cities. All that growth also means a critical need for more energy, in all forms. At Siemens Energy, we’re ready to help customers meet that momentum, with reliable technologies for oil and gas, for generation, for stronger grids, and for renewables too.

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Our “road trip” took us to Germany, where we honored the incredible talent behind our Passion for Energy Awards—a celebration of innovation and collaboration.

North America was awarded with the Innovation of the Year Award! This recognition celebrates groundbreaking ideas that deliver real business impact for Siemens Energy and our customers. Our SMART Pricing Methodology, powered by data and AI, is optimizing costs and driving additional profit—positioning us as an industry leader.

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Over the past few weeks, I’ve had the privilege of visiting with customers, employees, and policymakers across the U.S. as I step into my new role as President of North America for Siemens Energy. It’s been a great introduction to see how we’re driving energy expansion every day, from education to grid to digitalization.

Some highlights from my travels so far...

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As an AI enthusiast, grid technologist, and Florida resident, this one feels special. Yesterday, we opened our first Siemens Energy Grid AI Lab in Orlando, focused on one of the biggest challenges of our time: modernizing and future‑proofing our electricity grids.

We celebrated this huge step together with Mayor Buddy Dyer, our Head of Digital Grid Adnan Chaudhry, key partners like NVIDIA, SoftServe and World Wide Technology, customers, as well as colleagues – all aligned around the mission of making the grid ready for the future.

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Electrification and AI keep driving electricity demand – outpacing what our grids were built for. As a resilient grid infrastructure is the basis for our #EnergySecurity, we must modernize and expand our grids as fast as possible.

To provide the grid technologies needed, at Siemens Energy, we’re ramping up our production capacities worldwide. At the same time, we can immediately unlock even more potential by using our existing capacities more efficiently: for example, by more standardization.

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As electricity demand keeps surging, we must rethink how to plan energy infrastructure smarter, execute faster, and partner stronger.

Industry leaders and policymakers in Houston last week demonstrated their will to drive this progress. At Siemens Energy, we’re also doing our bit. For example, by ramping up manufacturing capacities in the U.S. with a $1 billion investment. But robust equipment supply is just one piece of the puzzle, as discussed with David Rosner, David Brast and Philippe Frangules.

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Yesterday, we held our 2026 Annual Shareholders’ Meeting. For the first time in person!

Thank you to everyone who joined, whether in Berlin or virtually. I also want to give special thanks to the entire Siemens Energy team, whose weeks of hard work ensured everything went smoothly onsite. Your work really paid off!

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What a strong start to fiscal year 2026! And our Grid Technologies business once again contributed significantly to such impressive first quarter performance: orders rose by nearly 22%, revenue grew by about 27%, and our profit margin reached almost 18%.

A huge thank you to the team for continuing this excellent work, as we keep modernizing and expanding vital grid infrastructure around the world.

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Today’s energy systems face massive challenges. Growing electricity demand, soaring renewables, extreme weather events, aging infrastructure, and rapid digitalization – all of which add complexity, especially to the grid infrastructure.

That’s why, at Siemens Energy, we envision the future grid as digital, interconnected, and above all intelligent. Capable of turning insights into action.

Our vision for such a grid now has a name: “Noedra – the Mind of the Grid”. Our new, unified digital grid portfolio is designed to structure, guide, sense and protect the grid better than ever before. It will allow us to not only digitize products, but whole energy systems. This way, we can move from reactive operations to optimized, predictive, and autonomous grid performance.

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Big News from Siemens Energy! We’re making a massive investment of $1 billion to scale up our U.S. manufacturing footprint. This way, we’re setting the stage for further growth, local job creation, and a resilient energy infrastructure across the country.⚡

A huge portion of this investment goes into our grid technologies’ production.

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Something new is awakening within the grid. Something like a mind. A mind that analyzes tons of data, anticipates critical developments, and advises respective actions. What exactly does this mean?

Stay tuned when we reveal details at this year’s DISTRIBUTECH 2026, San Diego.

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Our sincere gratitude to all our suppliers for helping us build a reliable, affordable and sustainable energy system. It's great to have you on our side, and it was a pleasure to experience such a positive atmosphere at our GT Supplier Collaboration Day. 

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In a world where our hunger for energy is growing faster than ever, AI is turbocharging this appetite! Data centers are emerging at an astonishing speed – and we need a lot of energy and investment to power this boom. 

That’s why I was pleased to discuss the evolving landscape of data center investment during a panel at the Datacloud Global Congress 2025. In fact, top priorities for data center providers remain energy security, market scale, robust supply chains, and the role of skilled workers.

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