Siemens exec warns of potential data center bubble, seeks to reduce dependency
GaryMarcus · x · 2026-08-22
A Siemens executive stated in an interview that the company is "actively working to not be wholly dependent on data centers." They understand that "at some point there could be a bubble" and are racing to pay back investments as quickly as possible. This signals that major industrial giants are becoming cautious about the current AI infrastructure arms race.
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