The Daily Dig:

Siemens Energy is putting $1 billion into U.S. manufacturing expansion, adding more than 1,500 jobs in manufacturing, operations, and engineering. The company says demand is spiking from data centers, AI infrastructure, and industrial electrification, and the grid can't keep up.

The program includes brownfield expansions at existing facilities and a new high-voltage switchgear factory in Mississippi's Greater Richland Area. Additional upgrades and production increases are coming to North Carolina, Florida, Alabama, New York, and Texas. The scope covers large power transformers, gas turbines and parts, grid technology engineering and R&D, turbine blades and vanes, generator components, and compression equipment for moving gas and liquids through pipelines.

Snapshot:

  • Company / Platform: Siemens Energy

  • Transaction type: U.S. manufacturing investment program

  • Amount: $1 billion

  • Workforce impact: More than 1,500 highly skilled jobs

  • Mississippi (Greater Richland Area): New high-voltage switchgear facility; up to 300 jobs; includes new Training Center

  • North Carolina (Charlotte, Winston-Salem, Raleigh): Approximately 500 jobs across communities

    • Charlotte: Expanded large power transformer manufacturing and service; resumption of gas turbine manufacturing

    • Winston-Salem: Gas turbine component production

    • Raleigh: Expanded grid technology project execution, engineering, sales, and R&D

  • Florida (Tampa, Orlando):

    • Tampa: Increased blade and vane production for gas turbines

    • Orlando: Grid technology R&D upgrades, including AI digital grid tech lab with NVIDIA; modernization and relocation of U.S. headquarters to Lake Nona

  • Alabama (Fort Payne): Expansion of copper and insulation electrical components for generators; 120 jobs

  • New York (Painted Post) & Texas (Houston): Facility upgrades supporting compression equipment manufacturing and service

  • Timing: Announced February 3, 2026

TheJobWalk Thoughts:

This isn't one ribbon cutting. It's coordinated capacity expansion across transformers, turbines, switchgear, and compression systems in six states. For contractors and BD teams, the geography is the signal, when an OEM commits this kind of capital across multiple facilities simultaneously, it's not responding to a short-term spike. The work profile is multi discipline: brownfield expansions, precision equipment installations, electrical infrastructure, material handling systems, testing infrastructure, and workforce facility build-outs. The cities aren't filler, they're demand indicators. When capacity gets added this broadly across the power supply chain, the load forecasts usually hold.

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