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Siemens Raises 2026 Outlook on AI Data Centre Boom

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Siemens lifted its full-year 2026 profit guidance after stronger-than-expected first-quarter results, fueled by accelerating demand for AI-driven data centre infrastructure. Shares rose more than 6% in Frankfurt trading following the announcement.

CEO Roland Busch said revenue linked to data centres climbed by more than one-third in the quarter through December, describing demand as having “considerably exceeded expectations.” The company now expects to sustain that momentum through fiscal 2026.

Industrial profit increased 15% year-on-year to 2.90 billion euros, surpassing analyst forecasts of 2.64 billion euros. Net profit reached 2.22 billion euros, also ahead of expectations. First-quarter sales rose 4% to 19.14 billion euros, while orders climbed 7%.

As a result, Siemens raised its basic earnings outlook for the fiscal year ending September to between 10.70 and 11.10 euros per share, up from its prior forecast range of 10.40 to 11.00 euros.

Analysts highlighted strong performance in Siemens’ Digital Industries division, particularly in factory automation and industrial software. The company continues expanding industrial AI applications, including logistics robot training systems, AI-powered machine diagnostics, and accelerated product design tools that reduce development cycles from weeks to days.

While automotive demand remains moderate, Siemens reported growing momentum in defense, aerospace, pharmaceuticals, and industrial machinery sectors. However, management cautioned that global investment sentiment remains uncertain amid ongoing geopolitical tensions and tariff debates.

The results underscore how AI infrastructure spending is extending beyond chipmakers and cloud providers into traditional industrial engineering leaders.

Meta Launches “Meta Compute” to Scale AI Infrastructure and Power Superintelligence Push

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Meta has unveiled a new initiative called Meta Compute, aimed at building large-scale artificial intelligence infrastructure and managing the company’s global network of data centres and supplier partnerships as it pursues what it calls superintelligence.

Chief Executive Mark Zuckerberg said the initiative will be co-led by Santosh Janardhan, Meta’s head of global infrastructure, and Daniel Gross. Janardhan will continue overseeing Meta’s technical foundations and data centre operations, while Gross will head a newly created group responsible for strategic capacity planning and business partnerships.

Both executives will work closely with Dina Powell McCormick, who recently joined Meta’s leadership team, Zuckerberg said in a post on Threads.

Meta Compute sits at the core of Meta’s aggressive push into frontier AI and so-called personal superintelligence—a theoretical stage where machines surpass human cognitive abilities. Zuckerberg said the company is investing heavily in data centres and the energy systems required to run them, noting that Meta plans to build “tens of gigawatts” of capacity this decade and potentially “hundreds of gigawatts or more” over the longer term.

Inside the world's most powerful AI datacenter - The Official ...

Such computing ambitions would consume electricity on the scale of small cities or even countries, raising concerns about pressure on resources such as power and water. The move comes as Meta seeks to regain momentum in the competitive AI race following a lukewarm response to its Llama 4 model. The company has committed up to $72 billion in capital expenditure in 2025 alone.

Across the tech sector, rising AI workloads are driving a surge in U.S. power demand for the first time in two decades. To secure long-term energy supplies, Meta has signed 20-year agreements to purchase electricity from nuclear plants operated by Vistra and has partnered with two companies developing small modular nuclear reactors.

Morocco Aims for $10 Billion AI Boost to GDP by 2030

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Morocco has set an ambitious target to add 100 billion dirhams—around $10 billion—to its gross domestic product through artificial intelligence by 2030, as part of a broader push to modernize its digital economy. Speaking at a conference in Rabat, Digital Transition Minister Amal El Fallah Seghrouchni outlined a strategy focused on infrastructure, talent development, and regulatory reform.

With current GDP estimated at roughly $170 billion, Morocco sees AI as a key growth lever. The plan centers on expanding domestic data-processing capacity through sovereign data centres, scaling up cloud services and fibre-optic networks, and embedding AI solutions across public administration and industry. According to the minister, these efforts are expected to generate 50,000 AI-related jobs and equip 200,000 graduates with AI skills by the end of the decade.

A core pillar of the strategy is investment in AI centres connected to universities and private-sector partners, designed to accelerate research, innovation, and commercial deployment. As part of this push, Morocco signed a partnership agreement with France-based Mistral AI to support the development of generative AI tools tailored to local needs.

The government is also preparing a legal framework to govern artificial intelligence, signaling an effort to balance innovation with oversight. For the near term, Morocco has earmarked 11 billion dirhams ($1.2 billion) for its digital transformation strategy covering 2024–2026, which includes AI initiatives and nationwide fibre-optic expansion.

Separately, Rabat plans to build a 500-megawatt data centre powered by renewable energy in Dakhla, aimed at strengthening data security and national digital sovereignty. Officials say the project underscores Morocco’s ambition to position itself as a regional hub for AI and data science in Africa.