Name: AI Is Transforming Industries. This Company Reaping the Benefits.
Uploaded: 2026-06-18T21:37:00Z
Duration: 2 min 29 s
Description: Lucien Boldea, CEO of Timken, discusses how the company is benefiting from growth in sectors like robotics, infrastructure, and power generation.

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Lucien Boldea, CEO of Timken, discusses how the company is benefiting from growth in sectors like robotics, infrastructure, and power generation.

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AI Is Transforming Industries. This Company Reaping the Benefits.

Are you benefiting from this adoption of AI and data centers, and if so, how?

Yeah, look, AI started out with, you know, what we can use as consumers, things, ChatGPT, that gives us information. But we talk a lot about how AI impacts the physical world. And the way you get from AI to the physical world is us, because you ultimately have to transmit motion. You have to affect motion. You have to impact that. And to make that real, you think about robotics automation, factory automation, ultimately at some point, humanoids. That is all impacted by AI. And when you just think in time horizons, the here and now, you know, the factory, the warehouse of today, the warehouse of today is starting to be autonomous, automated, even dark, without personnel in it. Well, that same warehouse now needs to be far more reliable than it was before when it had people watching the equipment and they were able to tune it and adjust it. A rail car, for example, for freight for mining in Australia now, it's part of a long train, and it goes with a locomotive through the work that's not manned. So it's an autonomous train as well. That again needs to be far more reliable. So the bar has raised for reliability on our existing products, because there are less humans involved when they're being used. Automation and robotics creates the next generation of growth, and then ultimately horizon three, things like humanoids will be the next frontier for us that we're excited about.

Humanoids, all right. And electrification as well?

Electrification as well. And you mentioned earlier, power generation. So obviously, utilities and power generation is kind of primary affects secondary. So the first effect, if you build a data center, you need a road to get to the data center. You need to dig the ground to do it. So the off-highway market benefits from that. So the large customers that produce excavators, bulldozers need more from us, so that creates demand. The data center itself has gas turbines that also have a lot of moving components, have gear boxes, have other things that require components. So we do participate. We're not as much inside the data center, but everything leading up to the data center, whether it's the fact that it needs more infrastructure, whether it's the fact that it needs more utilities, that all benefits our business.