Optimistic Outlook

In this 5-minute high-bandwidth brief, Siemens’ Lauren Espin shares new insight into how the industry can move beyond reinventing the wheel every time we build an AI data center — and start unlocking gains in efficiency, scalability, and energy usage. If you work in infrastructure or communications — or simply follow the space — you know that today’s AI workloads demand new, purpose-built approaches to data center design. Too often, facilities are still built as one-off projects, slowing deployment and limiting scale. In this episode, we look at a game-changing collaboration between Siemens, NVIDIA, and nVent: a new liquid cooling and power reference infrastructure framework built for operational efficiency and resilience in AI environments. Designed as a Tier III–capable, standardized blueprint for high-density AI workloads, it offers a path from experimental builds to repeatable, scalable AI infrastructure. If you want to understand how the industry is moving toward standardized implementation for AI factories, this is an episode you won’t want to miss. Show notes: LinkedIn article: https://www.linkedin.com/pulse/siemens-nvidia-nvent-collaborate-smarter-cooler-data-center-deboer-muzce/?trackingId=h%2FZkATuPQU20C%2B%2F6mi%2BsTg%3D%3D Press Release: https://press.siemens.com/global/en/pressrelease/siemens-and-nvent-release-joint-reference-architecture-purpose-built-nvidia-ai-data

Artificial intelligence is no longer just a tool – it’s becoming a force in the physical world. This special episode of The Optimistic Outlook highlights how industrial AI is moving beyond software to drive real-world impact. From factories and power grids to buildings, transportation systems, and even drug discovery, industrial AI is reshaping the systems that underpin everyday life.   You’ll hear excerpts from Siemens President and CEO Roland Busch’s CES keynote, including onstage conversations with leaders such as NVIDIA CEO Jensen Huang, Microsoft CEO Satya Nadella, PepsiCo Latin America CEO Athina Kanioura, and Commonwealth Fusion Systems CEO Bob Mumgaard. Together, they explore how digital twins, AI-powered simulation, and deep industry partnerships are already delivering measurable results—and setting the foundation for an industrial AI revolution.   Throughout the episode, Siemens USA Interim President and CEO Ann Fairchild provides context and commentary on what these breakthroughs mean for customers, industries, and society – and why Siemens is uniquely positioned to help scale industrial AI responsibly and impactfully.   Show notes Siemens CES Keynote with Roland Busch (Full video on YouTube): https://www.youtube.com/watch?v=R4Wm6YdoZSs&t=9s Siemens at CES 2026: Official Landing Page : https://events.sw.siemens.com/en-US/siemens-at-ces/

As 2026 approaches, manufacturers are under growing pressure to move faster, operate more flexibly, and compete in an increasingly complex global landscape. At the same time, the tools to meet those challenges are finally positioned to move from promise to real-world impact. In this year-end episode of The Optimistic Outlook, Siemens USA Interim CEO Ann Fairchild sits down with Del Costy, President and Managing Director of Siemens Digital Industries Americas, to explore what’s changing—and what’s still holding manufacturers back. Drawing on conversations with industrial leaders across the country, Del offers a clear-eyed view of today’s technology adoption curve, from the realities of deploying Industrial AI to the strategic importance of digital twins, simulation, and edge processing. Together, they examine how technology, data, and people are converging to shape a new industrial tech sector—and what it will take for manufacturers to translate innovation into speed, resilience, and long-term competitiveness in 2026 and beyond.

America is racing to build the infrastructure for an AI-powered economy. But as this generational investment accelerates, a critical question emerges: Are organizations truly ready to deploy AI at scale? While AI is everywhere in headlines, enterprise readiness remains uneven. Many companies are experimenting with AI, but far fewer have the data quality, governance structures, workforce skills, or sector-specific frameworks needed to adopt it responsibly and effectively. The gap between infrastructure and real-world deployment is growing — and closing it will determine whether AI strengthens competitiveness and expands opportunity across the economy. In this episode, guest host Brie Sachse, Senior Vice President & Head of Government Affairs for Siemens USA, sits down with Victoria Espinel, President & CEO of the Business Software Alliance (BSA), to explore how AI can be responsibly integrated across every sector of the economy. Together, they discuss what it takes to accelerate AI adoption in ways that strengthen competitiveness, expand opportunity, and build public trust. Victoria shares insights from BSA’s global work on AI and digital transformation, while Brie discusses the strong benefits of AI adoption across all sectors of industry, where AI meets the physical world. Both Brie and Victoria reflect on how policymakers, employers, and technology leaders can work together to ensure AI provides benefits to organizations of all sizes. This episode offers a practical, optimistic look at the future of AI and why readiness, not hype, is the key to unlocking America’s AI advantage.

Historic investments in manufacturing and AI data centers are creating a new wave of opportunities in skilled trades. But that opportunity isn’t always accessible, especially for workers facing barriers like childcare, housing, transportation, or financial pressures.   In this episode, David Etzwiler speaks with Rachel Korberg, Executive Director of the Families & Workers Fund, a coalition dedicated to expanding economic mobility and helping people enter high-quality, family-sustaining careers. Rachel shares how the Fund is supporting more than 1.3 million workers and learners, why wraparound services can be game-changing, and how cross-sector partnerships are reshaping workforce systems across the country.   She also discusses the Fund’s collaboration with the Siemens Foundation to expand pathways into electrical jobs — a sector poised for massive long-term growth.   Show notes Press Release: Siemens to Train 200,000 U.S. Electricians & Manufacturers More about the Families & Workers Fund: https://familiesandworkers.org/

Is the American Dream still Made in America?   A renewed surge of interest in U.S. manufacturing has revealed a huge challenge. There are hundreds of thousands of vacant positions and a labor force that lacks the necessary skills to fill them. While many label it a crisis, Carolyn Lee, president of The Manufacturing Institute sees an opportunity.  In this episode Carolyn sits down with guest host David Etzwiler to share an upbeat, down‑to‑earth vision of a manufacturing sector that could fuel growth and generate huge new opportunities. At the core of her mission is one thing: to remake the way talent is trained and primed for careers in industrial manufacturing. Carolyn shares some of the Manufacturing Institute’s groundbreaking initiatives built to upskill today’s employees while igniting the interest of the workers of tomorrow. Through this conversation, you will discover a range of groundbreaking strategies that are reshaping the manufacturing workforce. Carolyn also examines how emerging technologies such as AI and automation, rather than posing threats, will actually create more jobs. This episode is about the future of manufacturing, the future of work, and how the American Dream will be reshaped in the coming years.  Whether you’re a business leader, a policymaker, an educator or simply someone with a stake in our economy’s future, this an episode you won’t want to miss.   Show notes More about the Siemens Foundation More about The Manufacturing Institute

Sometimes the most impactful careers are the ones we never planned. In this episode, Sidra Maryam, from Siemens Smart Infrastructure Manufacturing Hub, shares how an unexpected career pivot led her to become a leader driving innovation, digital transformation, and team culture across a large-scale manufacturing operation. She reflects on the “aha” moments that kept her moving forward and why she believes the future of manufacturing belongs to people who ask better questions. This thought-provoking conversation hosted by Barry Powell, Regional CEO and President of Siemens Electrical Products, is about taking chances and discovering that sometimes the best path forward is the one you didn’t plan.

Women make up less than one-third of America’s manufacturing workforce. It’s been this way for decades. Why is this? More importantly, what can we learn from women who are thriving in manufacturing careers? In this episode you’ll meet two leaders who have built their careers on the factory floor and beyond: Cheryl Kiolbassa, Director, Digital Transformation Solutions, Siemens Smart Infrastructure and Anna Bumpious, Engineering Manager, Siemens Smart Infrastructure. They share the moments that tested them, the mentors who bet on them, and why they’re convinced manufacturing is ripe with opportunity—for people at every stage of their careers. Barry Powell, Regional CEO and President of Siemens Electrical Products, North America hosts this conversation about resilience, optimism, and what it truly takes to build what’s next in American manufacturing.

Since launching Siemens USA’s Optimistic Outlook podcast five years ago at the height of the pandemic, Siemens USA CEO Barbara Humpton, who recently announced her retirement from Siemens USA, has brought listeners inspiring conversations about the people and ideas shaping a better future. In her final episode as host of the show, journalist and Widehall Founder & CEO Steve Clemons flips the script—interviewing Barbara about the podcasting journey, her tenure as CEO, and what gives her confidence in the future. True to form, Barbara closes this milestone moment by offering her own optimistic outlook.

Barbara explores how technology is reshaping industries and communities — starting with one of the world’s most pressing needs: housing. Mikael Hedberg, a shipbuilder’s son, is reimagining home construction as the founder and CEO of ADMARES with robotic precision and modular design, promising abundant, affordable homes built with dramatically less waste. Siemens’ Eryn Devola shows how digitalization and automation can turn factories into engines of sustainability, cutting emissions while boosting productivity and profitability. Together, they reveal how scaling today’s technologies faster can unlock a future where industry builds not just products, but resilience, opportunity, and a better quality of life.   Show notes ADMARES industrializes sustainable housing design and manufacturing with Siemens Xcelerator

How do we prepare today’s workers for the jobs of the future and ensure no one is left behind? In this episode of Optimistic Outlook, Barbara Humpton sits down with Guild CEO Bijal Shah to explore how employers, educators, and governments can come together to unlock workforce potential. From frontline roles in healthcare and manufacturing to the emerging demands of AI and advanced technologies, they discuss what it takes to build resilient, future-ready talent pipelines. Together, they dive into why reskilling and upskilling are now a business imperative, how employers can open doors through accessible, stackable learning pathways, the role of public–private partnerships in solving critical talent shortages and why continuous learning is the key to economic growth and opportunity. This conversation is about more than education—it’s about creating inclusive pathways, breaking down barriers, and rethinking what it means to prepare workers for a rapidly changing world.   Show notes Subscribe to Barbara's LinkedIn Newsletter [New Research] Build vs Buy: Manufacturing Talent Strategy in the Age of Automation, AI, and, Reshoring: The manufacturers best positioned for the next decade are building talent from within. The numbers speak for themselves: employers could collectively save $2.8B by developing the top five roles in manufacturing internally rather than hiring externally. New research from Lightcast and Guild reveals how leading manufacturers are solving skills gaps, reducing time-to-fill, and cutting labor costs by developing their existing workforce. [Webinar] Build vs Buy: Manufacturing Talent Strategy in the Age of Automation, AI, and Reshoring: Join leaders from Guild, Lightcast, and Siemens on September 30 as they discuss new research. Explore how to shift from relying only on hiring talent to building talent from within; make smarter Total Rewards and L&D investments based on real-time labor market signals; and mobilize internal pipelines that support business priorities like smart manufacturing, new product cycles, and supply chain agility. Guild resource hub

Barbara sits down with U.S. Congressman Jay Obernolte, who serves on the House Committee on Energy and Commerce and led the House Task Force on Artificial Intelligence, for an insightful discussion on how to balance risks with opportunity when it comes to AI. The Congressman outlines his vision for balanced, sector-specific regulation of AI that protects against malicious activities while fostering innovation. In this episode, Barbara and Congressman Obernolte explore the critical distinctions between consumer AI and industrial AI, which promises to enhance productivity, drive innovation, and create high-quality jobs in American manufacturing. Tune in to learn how AI is poised to reshape the future of American manufacturing and what steps policymakers, industry leaders, and the public can take to ensure its success. This episode promises to be a compelling conversation for anyone interested in the intersection of technology, industry, and policy. Show notes: Bipartisan AI report: https://www.speaker.gov/wp-content/uploads/2024/12/AI-Task-Force-Report-FINAL.pdf Barbara's Congressional Testimony: https://www.siemens.com/us/en/company/press/siemens-stories/usa/ceo-of-siemens-usa-addresses-members-of-congress.html Optimistic Outlook Newsletter: https://www.linkedin.com/newsletters/optimistic-outlook-7171212265625374720/

A college degree and economic mobility often go hand in hand. A bachelor’s degree can lead to higher earnings over a lifetime. But as technologies like AI impact the job market, how do academic institutions best prepare students for roles that may not even be created yet? Not only that, how do we give more people the chance to achieve a degree and build the skills that industries need? In this episode, Barbara Humpton speaks with Scott Pulsipher, president of Western Governors University, about how academic institutions can think innovatively – even radically – about what it means to achieve a college degree in an era of rapid change. Listeners will learn how WGU has become a pioneer in this space, tackling challenges like affordability and accessibility while giving students more ownership over their education.   Show notes Subscribe to Barbara's LinkedIn Newsletter Training a Skilled Workforce Barbara Humpton on Training a Manufacturing Workforce

AI is reshaping how we live, learn, and work. But no matter how powerful the technology becomes, there’s one skill it will never replicate: being human.   In this special episode of The Optimistic Outlook, Siemens USA CEO Barbara Humpton shares her 2025 commencement address to graduates of Western Governors University. Her message is both simple and powerful: Empathy. Curiosity. Resilience. The joy you bring to your work. These aren’t soft skills — they’re human skills. And in a world increasingly driven by AI, they’re more essential than ever.   Tune in to hear Barbara’s reflections on the future of work, her personal journey in tech and leadership, and why the most optimistic outlook begins with embracing what makes us uniquely human.   Show notes: What AI Can’t Replace: Siemens USA CEO’s Message to Graduates Barbara's commencement reflection post on LinkedIn

We’re halfway through 2025—and what a year it’s been. In this special mid-year check-in, Barbara revisits the bold predictions she made back in January and asks: Are we delivering on the promise of Industrial AI, clean energy, and workforce transformation? From factories revitalized by digital twins to microgrids powering America’s fast-growing AI data centers, this episode highlights the real-world innovations reshaping our industrial landscape.   Drawing on insights from top guests—futurists, engineers, and workforce leaders—Barbara explores what’s working, where challenges remain, and how people are staying at the center of it all. If you’re curious about how data, AI, and human ingenuity are rewriting the rules of American industry, this episode is your front-row seat. Let’s take stock of how far we’ve come—and what it will take to finish the year strong.   Show notes Subscribe to Barbara's LinkedIn Newsletter

What does a futurist see when they look ahead—not just to next year, but to 2050 and beyond? In this episode, Barbara sits down with Brian Comiskey, Senior Director of Innovation & Trends at the Consumer Technology Association (CTA), to explore the megatrends transforming our world. From industrial AI and digital twins to quantum computing and generational shifts, Brian offers a window into the technological, societal, and human-centered forces that are defining the future. Together, they discuss how industrial innovation is not only catching up to—but in many cases, leading—the digital revolution, and what it takes for businesses and communities to thrive in a world of constant change.   Show notes Subscribe to Barbara's LinkedIn Newsletter Siemens unveils breakthrough innovations in industrial AI and digital twin technology at CES 2025

Barbara returns to a theme she’s been hearing more and more from policymakers, educators, and industrial leaders alike: how to truly bring back American manufacturing. While much of the attention is focused on high-profile greenfield projects—brand-new, high-tech factories—there’s an equally urgent priority hiding in plain sight: transforming the factories we already have. In this episode, Barbara welcomes back Del Costy, President and Managing Director at Siemens Digital Industries, to talk about the “brownfield”—the 98 percent of U.S. manufacturers that are small and mid-sized enterprises already operating today. Del shares what he’s hearing from customers on the ground, the challenges they face with legacy systems, and the practical solutions available now. This episode reveals the technologies and strategies that can help legacy manufacturers adopt change at the speed of relevance.  Show notes: LinkedIn Newsletter - https://www.linkedin.com/newsletters/7171212265625374720/

MIT professor, entrepreneur, and manufacturing visionary Dr. John Hart joins the show to continue the podcast’s focus on what it will really take to bring back American manufacturing. Together, John and Barbara explore how revitalizing U.S. industry will require more than cutting-edge technologies—it will take collaborative ecosystems that span education, entrepreneurship, and workforce development. From insights into the latest trends in automation and 3D printing, to a bold rethinking of who today’s “technologists” are, this conversation dives into what it takes to transform both greenfield and brownfield operations. With expertise drawn from the intersection of the lab and shop floor, Dr. Hart helps paint a picture of what’s possible when ecosystems align—and how we can turn this manufacturing moment into lasting progress.   Show notes Subscribe to Barbara's LinkedIn Newsletter   Press Release: Siemens Founding Member of MIT Initiative designed to transform U.S. manufacturing through research, innovation and training   MIT Technology Review Insights, created in partnership with Siemens   Washington Post Live Podcast: Siemens CEO Barbara Humpton on the 'fourth industrial revolution' MARA Fireside Podcast: Barbara Humpton - Digital Energy & Prosperity

In the latest episode of Optimistic Outlook, Barbara dives into the heart of America’s manufacturing revival, drawing parallels from the high-octane world of IndyCar racing to the industrial tech sector driving economic growth. Discover how cutting-edge are not just giving racing teams a competitive edge but also fueling the transformation of U.S. manufacturing. Learn why these advancements matter to manufacturers, business leaders, policymakers, and workers eager to shape the next chapter of American industry. If you care about strengthening supply chains, creating high-paying jobs, and fostering innovation, this episode is for you. From revitalizing small and medium-sized factories to building a resilient workforce and modernizing energy infrastructure, Barbara outlines a clear roadmap to accelerate industrial growth. Tune in to uncover how we can hit the accelerator on America’s industrial future—and why now is the time to start those engines.   Show notes Subscribe to Barbara's LinkedIn Newsletter Andretti Global Announces Siemens as Indianapolis 500 Primary Partner for Kyle Kirkwood

In this episode of the Optimistic Outlook, Barbara reflects on insights from the inaugural AI for Real event in New York City, featuring insights from top economists and innovators. This episode dives into how Industrial AI empowers workers, drives innovation, and strengthens America’s industrial leadership. Whether you're a business leader, policymaker, or curious professional, learn why investing in Industrial AI is key to creating resilient industries and unlocking new opportunities for all.   Show notes Subscribe to Barbara's LinkedIn Newsletter