• Infineon, a world leader in power semiconductors, benefits from demand for powering AI data centers.
  • Siemens Energy, E.ON, and RWE benefit from the need for stable energy supply for AI infrastructure.
  • Jenoptik supplies key optical components for ASML’s lithography machines, enabling chip production.
  • SAP holds vast amounts of business data that can be leveraged for AI applications.
  • Siemens advances in industrial AI but faces challenges with customer readiness for digital transformation.
  • Germany lacks its own ‘hyperscalers’ like Google but has specialized suppliers in the AI value chain.

Sources & Links