Siemens, every mention
18 scenes, the whole family · ← back to Siemens
tap a year for its mentions
every year anyone Shayle Kann 7Tony Brough 3Rafi Garabedian 2Julio Friedmann 2Akshat Rathi 2Varun Sivaram 1Steve Piper 1Raymond Hawkins 1Chris Colbert 1Andy Lubershane 1
Verbatim, from the transcripts: the passages where Siemens comes up
The electrician shortage slowing the AI boom
- ▶ 0:58 Shayle Kann Or on the power side, they could buy gas turbines to throw behind the meter from GE or Siemens, or an air derivative supplier, or they can sell out Bloom's fuel cells for years and years and years.
- ▶ 15:03 Raymond Hawkins Um, our partners, so think of Schneider Electric or Siemens, people that, whose equipment needs to get plugged in by those electricians, have all helped us stand up a, uh, a school at Texas State Technical College, a program to train…
Inside the AI power wars
- ▶ 28:30 Shayle Kann Starting with, okay, so everybody, as far as I could tell, is trying to get their hands on gas turbines, and, you know, everybody's buying from GE Mitsubishi Siemens if they can.
The rise of flexible data centers
- ▶ 35:24 Varun Sivaram It may be operated through the software systems of a Siemens or an Eaton or a GE Vinova, all of whom actually just entered this round in Emerald AI that you led, Shail.
Driving down the cost of green hydrogen
- ▶ 11:58 Rafi Garabedian People were, um, maybe unrealistic about the cost that could be achieved, the capital costs that could be achieved, particularly by, ah, large Western suppliers of technology like Siemens and ThyssenKrupp.
- ▶ 13:56 Rafi Garabedian You're going to maybe select Siemens.
- ▶ 23:51 Shayle Kann We've talked about where they, they have been for the Siemens and Thiessen Cripps of the world in that 3000 dollar a kilowatt actual delivered capex range.
Five big questions about the future of energy
- ▶ 24:23 Shayle Kann Like the three big ones are GE, Mitsubishi, Siemens, and they control 70 plus percent of the market.
Calibrating hype with Akshat Rathi
- ▶ 39:51 Akshat Rathi yeah, it's Siemens, GE, and Mitsubishi, which are the three giants, um, to the extent where it 2 times in the scene
PJM and the capacity crunch
- ▶ 23:09 Steve Piper Prices like this are a strong signal for new gas generation, and turbines are being ordered, you know, GE, Siemens,
The gas turbine crunch
- ▶ 2:32 Shayle Kann Between the relaxation of emissions constraints and the rapid load growth that we've discussed innumerable times on this podcast before, perhaps the biggest winners are the companies like Mitsubishi, Siemens, and GE Vernova who make…
- ▶ 3:44 Tony Brough You know, uh, General Electric and even Westinghouse at the time, now owned by Siemens. 2 times in the scene
- ▶ 9:27 Tony Brough I mean, certainly, all of the OEMs are investing in the future for new production capabilities, particularly Siemens and General Electric, or GE, uh, GE Verneau, I should say.
The U.S. nuclear groundswell
- ▶ 28:16 Chris Colbert You know, unlike, you know, a two-on-one CCGT, which you can go out and talk to Siemens or GE or, you know, Alstom or whoever's out there doing those now, they have proven designs.
Serving data center load with carbon capture
- ▶ 28:29 Julio Friedmann Um, I think you're going to see Siemens do something along these lines quite quickly.
The early days of AI on the grid
- ▶ 29:15 Shayle Kann You, you alluded to this before in the first wave, you know, a lot of what ended up happening, you know, it was Schneider and Eaton and GE and Siemens and ABB and the, the typical large utility vendors who ended up rolling out most of the… 2 times in the scene
Four ways to store sunlight
- ▶ 53:52 Andy Lubershane And the, the natural gas turbine OEMs, there's really, you know, sort of a big three turbine OEMs, GE, Siemens, and Mitsubishi, are basically offering them the answer to this conundrum, which is, you can buy these retrofit-ready
From biowaste to “biogold”
- ▶ 18:25 Julio Friedmann It was invented by Siemens, the original Siemens, in