Roland Busch on AI-powered factories, tariffs in the Trump era, trade, and the future of NATO.

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Siemens CEO Roland Busch discusses the company's transformation into an AI-powered automation platform spanning 320,000 employees globally. He outlines plans to automate entire factory operations using digital twins, industrial AI agents, and LLMs trained on proprietary manufacturing data. Busch addresses organizational restructuring challenges, the impact of tariffs and trade barriers on global operations, and the tension between automation's efficiency gains and workforce displacement. He emphasizes the need for domain-specific AI training to achieve industrial-grade reliability, forming data alliances with machine builders to scale model development. The conversation explores Siemens' role as a defense contractor navigating geopolitical fragmentation while maintaining optimism about global collaboration.

Siemens CEO Roland Busch’s mission to automate everything