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Last updated : 27/07/2026 - 13h04
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ArcelorMittal Partners with AWS to Deploy AI and Cloud Across Facilities in 14 Countries

ArcelorMittal announced on Monday a strategic collaboration with Amazon Web Services (AWS) to implement artificial intelligence and cloud computing across its global operations. The steelmaker also entered into a multi-year framework agreement to supply low-carbon XCarb steel to Amazon for its facilities and data centers.


ArcelorMittal Partners with AWS to Deploy AI and Cloud Across Facilities in 14 Countries

A Cloud and AI Partnership to Optimize Steel Production

ArcelorMittal will integrate a portion of its operational and IT systems onto AWS infrastructure, designed for security and scalability. The deployment spans 14 countries and extends to production environments at the edge of manufacturing facilities (edge computing). The collaboration leverages AWS services in Industrial Internet of Things (IoT), real-time sensor data processing, and machine learning to deploy AI at the point of production.

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The AI capabilities will enable predictive maintenance for blast furnaces and industrial facilities, AI-driven energy optimization, and computer vision for quality control. ArcelorMittal will also be able to construct digital twins of its physical assets and production lines. Furthermore, AWS will design and provide a comprehensive training program for the global workforce of the steelmaker, covering the adoption of cloud and artificial intelligence on a large scale.

Low-Carbon Steel Supply Agreement in Europe and the United Kingdom

Amazon has concluded a multi-year framework agreement with ArcelorMittal for the supply of structural steel in Europe and the United Kingdom. The steelmaker will provide its low-carbon XCarb steel for Amazon's operational facilities and AWS data centers, contributing to Amazon's goal of achieving carbon neutrality by 2040.



Sector Industrie · Acier / sidérurgie Fer et acier


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Context

Period
  • Period: 1T2026
Key reported figures
  • Revenue: 15457 M€
  • EBITDA: 1679 M€
  • EBITDA margin: 10,9%
  • Net income: 575M$
  • Free cash flow: -1341 M€
  • 9311M$
Guidance from the release
  • Nous restons confiants dans les perspectives d'ArcelorMittal pour le reste de l'année.
  • Résultats du 1er trimestre démontrant une résilience avec des marges améliorées.
Risks mentioned
  • Les taux de change et autres charges financières nettes s'élevaient à 80 M$ au 1T 2026.
  • La dépense d'impôts sur le revenu pour le 1T 2026 était de 136 M$.
  • L'augmentation de la dette nette à 9,3 milliards $ pourrait affecter la perception des investisseurs.
  • Pressions sur le coût des matières premières en raison de l'inflation.
Opportunities identified
  • L'augmentation de la production d'acier brut à 13,3 Mt en 1T 2026.
  • Le programme d'investissement stratégique en cours offre un potentiel de croissance.
  • Le redémarrage des hauts-fourneaux inactifs à Fos et Dabrowa a été préparé.
  • Les investissements dans de nouveaux fours à arc électrique augurent de meilleures performances.

The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.

Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.

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