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thyssenkrupp and GlobalLogic forge strategic alliance to accelerate industrial transformation through Physical AI. 25.06.2026 06:00 * GlobalLogic and thyssenkrupp agree to a strategic partnership to deploy autonomous robotics and Physical AI across global heavy industry operations. * Four-way alliance between thyssenkrupp, GlobalLogic, Method, a GlobalLogic company, and Hitachi America R&D creates first "Lab-to-Scale" Physical AI pipeline for heavy industry and serves as a global model for the mutual exchange of cutting-edge expertise. * Physical AI solutions designed to eliminate engineering bottlenecks, protect frontline workers, and accelerate green energy project delivery at scale. thyssenkrupp AG and GlobalLogic Inc., a Hitachi Group Company, announced the commencement of a strategic alliance today, designed to recalibrate the operational core of heavy industry by driving the deployment of autonomous robotics and Physical AI. This alliance combines thyssenkrupp's deep industrial and operational expertise with Hitachi's unique end-to-end innovation stack to help accelerate digital transformation across the industry. This "Lab-to-Scale" pipeline integrates foundational breakthroughs from Hitachi America R&D, digital strategy and design from Method as well as enterprise-grade software engineering from GlobalLogic. The pipeline connects on-site data seamlessly to AI-driven autonomous control, thereby eliminating engineering bottlenecks and enhancing operational safety, while establishing a leading-edge global model for the heavy industry sector. Moving beyond digital experimentation, the two global conglomerates are planning to co-create a suite of "Physical AI" solutions that translate complex data into measurable industrial ROI. The solutions will focus on safety, servitization, and acceleration of the global energy transition. Realizing the "Implementation Year" The partnership focuses on high-stakes, frontier innovation across two primary workstreams: * The Data Intelligence Layer and Autonomous Operations: To bridge the gap between factory floor operations and business logic, GlobalLogic will deploy a data intelligence layer for thyssenkrupp based on its Unified Data Layer (UDL) architecture. The UDL provides a common data and semantic foundation that integrates and links operational technology (OT) data from the field with IT data from business operations. It is an essential technology for ensuring the smooth operation of autonomous robotics and drones that require real-time data processing, semantic understanding, and AI-driven decision-making. This infrastructure serves as the prerequisite for a new generation of autonomous robotics and drones. In the hazardous environments and production sites of thyssenkrupp, autonomous "Robocams" and drones are to be deployed to handle high-risk inspections and precision measurements to prevent worker injuries. Designed to enhance safety and efficiency, these systems augment the workforce by removing employees from dangerous zones and providing them with higher-fidelity data to manage complex industrial processes. * Speed to Decarbonization: Meeting ambitious decarbonization targets requires a significant increase in engineering speed. The alliance is planning to deploy an intelligence platform to automate the capture of "offline" and unstructured complex technical data. By translating complex documentation into actionable intelligence, thyssenkrupp aims to shorten the "Quote-to-Cash" and technical engineering cycles for its green energy projects. This digital acceleration will ensure that the administrative and technical complexity of the energy transition does not become a bottleneck for execution. "thyssenkrupp is in the midst of its most significant transformation in history. By joining forces with Hitachi and GlobalLogic, we are ensuring that we are backed by the world's most advanced digital capabilities. This alliance is a cornerstone of our strategy to lead the industrial sector into a sustainable, data-driven future," says Miguel López, CEO of thyssenkrupp AG and thyssenkrupp Decarbon Technologies. "Decarbonizing heavy industry is a race against time. The integration of advanced AI allows us to better manage the immense technical and administrative complexity of the energy transition, moving from unstructured documentation to actionable intelligence at a pace that was previously impossible." "The future will be defined by organizations that can seamlessly harness the power of advanced AI, edge computing, data and inference, and combine it with deep industrial expertise." said Srini Shankar, President & CEO of GlobalLogic and CEO of Hitachi Digital Services. "Our extensive credentials in Physical AI, from servitization to industrial automation to operations intelligence, will complement thyssenkrupp's leadership in heavy engineering to create a lasting competitive advantage." Nadja Håkansson, COO of thyssenkrupp Decarbon Technologies and CEO of thyssenkrupp Uhde: "Physical AI marks the next step in industrial transformation - bringing intelligence from the digital world into real-world operations. By enabling machines to sense, decide, and act autonomously, it unlocks entirely new levels of efficiency, safety, and scalability. For thyssenkrupp Decarbon Technologies, physical AI is not just an innovation topic, but a core driver of our future business and our ability to deliver sustainable, high-performance solutions. Our collaboration with Hitachi accelerates this path and strengthens our leadership in next-generation industrial technologies." Timothy Morey, Head of Method, a GlobalLogic company: "Real innovation happens at the intersection of empathy and engineering. Thyssenkrupp is bringing together brilliant minds from all involved organizations to de-risk these complex industrial transformations, ensuring that technology always serves the people on the front lines of global industry. About thyssenkrupp thyssenkrupp is an international industrial and technology group with more than 93,000 employees. In the fiscal year 2024/2025, the company generated sales of around €33 billion in 48 countries. Its business activities are bundled in five segments: Automotive Technology, Decarbon Technologies, Materials Services, Steel Europe and Marine Systems. With extensive technological know-how, outstanding engineering competence and a high level of innovative strength, the group is a technology leader in many of its markets, developing solutions for the challenges of the future. Around 3,900 employees work in research and development worldwide. They are mainly focused on climate protection and the energy transition, the digital transformation in industry and the mobility of the future. The patent portfolio of thyssenkrupp currently includes approximately 17,000 patents and utility models, underlining the Group's leading position in technology and innovation. thyssenkrupp is pursuing ambitious climate protection targets and actively optimizing its own energy and climate efficiency. At the same time, the Group is supporting its customers and industry partners to help in achieving their climate targets, thus playing a key role in advancing the green transformation. www.thyssenkrupp.com About Hitachi, Ltd. Through its Social Innovation Business (SIB) that brings together IT, OT (Operational Technology) and products, Hitachi aims to be a global leader in continuously transforming social infrastructure through digital, contributing to a harmonized society where the environment, wellbeing, and economic growth are in balance. Hitachi operates worldwide across four sectors - Digital Systems & Services, Energy, Mobility, and Connective Industries - as well as a Strategic SIB Business Unit focused on new growth areas. With Lumada at its core, Hitachi creates value by combining data, technology and domain knowledge to solve customer and social challenges. Revenues for FY2025 (ended March 31, 2026) totaled 10,586.7 billion yen, with 606 consolidated subsidiaries and approximately 290,000 employees worldwide. www.hitachi.com. About GlobalLogic GlobalLogic, a Hitachi Group Company, is a leading digital engineering partner that helps the world's most forward-thinking companies design and build innovative, AI-powered products, platforms, and digital experiences. Since 2000, Thyssenkrupp has been at the forefront of the digital revolution, now accelerating clients' transitions into tomorrow's AI-driven businesses by integrating experience design, complex engineering, AI, and data expertise. Headquartered in Silicon Valley, GlobalLogic is a Hitachi Group Company operating under Hitachi, Ltd. (TSE: 6501), which contributes to a sustainable society with a higher quality of life by driving innovation through AI and technology as the Social Innovation Business. www.GlobalLogic.com Method Inc., the digital product consulting arm of GlobalLogic Inc., was founded in 1999 and pioneered the field of experience design. Its strategists, designers, and engineers simplify the complex, crafting experiences that improve lives and transform businesses through enterprise scale and concierge service. www.method.com Media contacts thyssenkrupp AG Communications Frank Grodzki Head of Communications Phone: +49 (1522) 1830 826 Email to: [email protected] Leif Erichsen Head of External Communications & Governmental Affairs Phone: +49 (1520) 806-5511 Email to: [email protected] GlobalLogic

Rosatom, GE Vernova, and Hitachi compete for Southeast Asia's nuclear market. June 9, 2026 How do you feel about this story? Southeast Asia's push into nuclear power has crossed a threshold. What was for years a policy aspiration spread across feasibility studies and ministerial statements has in 2026 become a market of competing vendors, signed intergovernmental agreements, and multilateral development financing that no longer excludes reactors. Rosatom, GE Vernova, and Hitachi are all now actively engaged across the region. Vietnam has a construction framework. Indonesia has hosted the head of Rosatom at the presidential level. The Philippines has a licensing roadmap. And the Asian Development Bank, which banned nuclear financing for years, has lifted that ban. The speed of change has been driven in part by the 2026 Middle East conflict, which disrupted oil and liquefied natural gas supply chains and sent fuel prices sharply higher across Southeast Asia. Countries whose power sectors depend heavily on imported fossil fuels have found nuclear's argument for energy security independence considerably strengthened. Key facts at A glance. * Vietnam signed an intergovernmental agreement with Russia for the 2,400 MW Ninh Thuan 1 plant on March 23, 2026, covering two Rosatom VVER-1200 reactors; Vietnam targets first nuclear generation before the end of 2031 * GE Vernova and Hitachi signed an MoU on March 14, 2026, to jointly market the BWRX-300 SMR (300 MWe) across Southeast Asia; signing occurred at the Indo-Pacific Energy Security Ministerial in Tokyo with U.S. and Japanese ministerial attendance * Rosatom Director General Alexey Likhachev met Indonesian President Prabowo Subianto on May 12, 2026 in Jakarta; discussions covered large-scale reactors, SMRs, floating nuclear power units, and workforce training * The Asian Development Bank lifted its longstanding ban on financing nuclear power plant construction in 2025, opening multilateral funding channels to regional nuclear programs * The Philippines targets its first nuclear plant in operation by 2032 under a seven-phase licensing process administered by PhilAtom, established under Republic Act No. 12305 signed in September 2025 * The Philippines, Singapore, and Malaysia have each signed Section 123 Agreements with the United States enabling bilateral civil nuclear cooperation * Indonesia plans two new nuclear power plants with operations targeted from 2032-2033 * Malaysia is evaluating nuclear as a potential power source specifically for data center load Russia's Vietnam agreement. The most concrete project in the regional pipeline is Ninh Thuan 1. The intergovernmental agreement signed between Vietnam and Russia on March 23, 2026, during Prime Minister Pham Minh Chinh's visit to Moscow, establishes the legal framework for the construction of two VVER-1200 pressurized water reactors at the Ninh Thuan site in southern Vietnam. The two units would carry a combined installed capacity of 2,400 MW. Rosatom described the deal as a "symbolic project" of the bilateral relationship. The original Ninh Thuan plant was agreed upon in 2009 and cancelled by the National Assembly in 2016 over cost and safety concerns; its revival reflects both the changed political context around energy security and the pressure from Middle East-linked fuel disruptions. Separately, South Korean entities including KEPCO and Korea Eximbank signed a further agreement with PetroVietnam in April 2026 during a state visit by South Korean President Lee Jae-myung to explore Korean financing for Vietnam's second nuclear plant at Ninh Thuan 2, where PetroVietnam is the designated investor. The ge vernova-hitachi push. The March 14 MoU between GE Vernova and Hitachi to jointly market the BWRX-300 in Southeast Asia was the region's first formal commitment from a U.S.-Japanese vendor consortium targeting the market as a unified commercial effort. The BWRX-300 is a 300 MWe water-cooled boiling water SMR with passive safety systems; its first unit is under construction at Ontario Power Generation's Darlington site in Canada. The MoU was signed at the Indo-Pacific Energy Security Ministerial and Business Forum in Tokyo, attended by U.S. Secretary of the Interior Doug Burgum and Japan's Ministry of Economy, Trade and Industry Minister Ryosei Akazawa, signaling government-level backing for the commercial campaign. The two companies will collaborate through their joint ventures, GE Vernova Hitachi Nuclear Energy and Hitachi GE Vernova Nuclear Energy, and will seek to incorporate Japanese suppliers into a regional SMR supply chain. Rosatom in Indonesia. Russia's state nuclear corporation has pursued Indonesia in parallel with its Vietnam engagement. Rosatom Director General Alexey Likhachev's May 12 visit to Jakarta included a meeting with President Prabowo Subianto and separate engagements with the Ministry of Energy and Mineral Resources, the National Research and Innovation Agency BRIN, and PT PLN. Rosatom presented a broad portfolio spanning gigawatt-scale conventional reactors, SMRs, and floating nuclear power units - the latter representing a possible solution to Indonesia's archipelagic geography, which presents transmission and siting challenges that conventional land-based plants face in more concentrated form. The meeting marks an escalation of a relationship that formally dates to a 2006 intergovernmental agreement on cooperation in the peaceful use of atomic energy. Indonesia has publicly set a target of bringing two nuclear plants online between 2032 and 2033, though no construction agreements have been signed. The Philippines: framework in place. The Philippines has advanced the fastest on domestic regulatory architecture. Republic Act No. 12305, signed by President Marcos in September 2025, established PhilAtom as an independent nuclear safety regulator. A seven-phase licensing process has been codified. The Nuclear Energy Agency conducted a Nuclear Regulatory Framework Workshop in Manila in May 2026 in partnership with the Department of Energy. The government's roadmap calls for 4.8 GW of nuclear capacity by 2050, with the first plant operational by 2032 and a second between 2036 and 2040. The Philippines, along with Singapore and Malaysia, has signed a Section 123 Agreement with the United States, enabling direct civil nuclear technology cooperation, materials transfer, and equipment supply under non-proliferation safeguards. ADB financing shift. The removal of the Asian Development Bank's ban on nuclear financing in 2025, attributed in regional reporting to pressure from the Trump administration, materially changes the project finance environment for Southeast Asian nuclear programs. Multilateral development bank participation had historically been unavailable for nuclear projects, limiting host governments to bilateral vendor financing arrangements, primarily from Russia or China. The policy change opens the potential for project structures involving ADB capital alongside bilateral vendor financing, potentially altering the commercial terms available to governments in the Philippines, Indonesia, and Vietnam. Editorial Research note. This report synthesizes recent reporting and publicly available industry information. The perspectives presented reflect neutral newsroom-style reporting.