After a turbulent phase on the stock exchange, the question arises: How important is artificial intelligence for Siemens Energy actually?
• up and down on the stock exchange for Siemens Energy share
• Focus on sustainable innovations
• What role does AI play for the company?
Siemens Energy has mastered a number of challenges in recent years, including supply chain problems, rising raw material prices and technical difficulties in large projects. Nevertheless, the company, which was split off by Siemens in 2020, remains a leader in the area of energy technologies. Siemens Energy is well positioned in future markets with a focus on renewable energies, hydrogen technologies and network expansion.
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AI boom supports
Siemens Energy is considered the infrastructure profiteer of the boom of AI data centers. The Munich -based company is also strongly positioned in the United States, especially with regard to the business of network technology for electricity transmission and distribution.
An important driver is also the megatrend of artificial intelligence that requires massive investments in the infrastructure and has a high electricity requirement. According to Goldman Sachs-Analyst Ajay Patel, Siemens Energy offers almost “the entire energy value chain”. He believes that the company’s potential in this area is underestimated. The demand for large data centers is likely to continue to increase in the coming years, emphasized his colleague Alberto Gandolfi.
Siemens Energy share on the mountain and descent
The German company was recently turbulent on the stock exchange. The AI hype initially skyrocketed the papers, they developed into a favorite in the investor in 2024. The Siemens Energy share was able to increase by around 320 percent in the past year.
So far, the paper has been more expensive this year by over 13 percent (as of February 7, 2025). Trump’s Stargate announcement, for example, had recently awarded the share strongly postponement: an increase of around 20 percent was on the spa board. The Stargate project describes a group of companies, including chip giant Nvidia, who want to put up to $ 500 billion in new infrastructure for AI. This also includes the construction of new data centers at which the AI models can run. Of course, significantly more electricity is required to operate these data centers. Siemens Energy sees his chance in this.
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At times there was also a strong shock in January – the AI quake in connection with Deepseek temporarily caused chaos on the market. Siemens Energy was one of the greatest losers, the stock broke massively. Because Deepseek had claimed that AI language models can be trained with significantly less computing power and therefore less energy. In the low, Siemens Energy was more than 22 percent down to 46.88 euros after the shares on Friday of the previous week had still climbed a record of 60.40 euros.
Convincing preliminary numbers have again ensured relaxation. The group reported a result of 463 million euros for the first quarter, and 373 million euros were expected. The stock then recovered.
The worries about Deepseek also quickly subsided again. In addition, portfolio managers Jack Janiewicz from Natixis in Solutions recently noted that a more efficient AI would not stop the boom, as DPA-AFX reproduces. If the same performance could be achieved at lower costs, this would ultimately lead to the fact that both the margins of the Tech companies and the overall economic productivity increase. “Higher returns could lead to even more investments in AI instead of reducing them,” predicts Janasiewicz. In the end, this would also have a positive effect on Siemens Energy.
How important is AI really for Siemens Energy?
In the middle of this up and down on the stock exchange, however, the question now arises how important the AI growth is actually for the business of Siemens Energy. The Munichers offer a wide range of products for the energy infrastructure: gas and steam turbines, wind turbines, generators, compressors, electrolysis systems, transformers and switchover works including high-voltage-equal current transmission systems.
As can be seen from Siemens Energy calculations, global electricity demand is likely to increase by six to eight percent in the next two years, and in the following four years by around 12 to 15 percent. However, the demand for data centers represents a very small proportion: in 2024 it was two percent, in 2030 it should be about four percent of the total electricity requirement, as Wirtschaftswoche reports. “It is true that data centers are just making a very small proportion of the total energy requirement. But one should not hide the fact that the demand for electricity is growing massively – and is massively locally concentrated,” says Wirtschaftswoche Gartner -Analyst Tony Harvey. In general, however, there is “a huge interest in the market to invest in data centers”.
After a turbulent phase on the stock exchange, Siemens Energy faces a groundbreaking future. The integration of AI could be a central factor to secure competitiveness and actively shape the energy transition. It remains to be seen how the company further develops the technology and what specific successes result. However, it is clear that the use of AI is becoming increasingly important – not only for Siemens Energy, but for the entire industry.
Editor finance.net
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