ARC Europe Viewpoints
Nov
07
2025
07
2025
Craig Resnick — Acquisition or Partnership
Hitachi Energy and Blackstone Partner to Strengthen Power Grid Services in North America
Hitachi Energy and Blackstone Energy Transition Partners announced a strategic partnership to expand service capabilities across North America, including a minority investment in Shermco and a global one-billion-dollar service expansion plan.
Nov
07
2025
07
2025
David Humphrey — Industry Trends
Will Virtual PLCs Succeed Where Soft PLCs Failed?
Virtualized edge/cloud automation architectures will be the topic of a session at the ARC European Industry Forum in Barcelona on May 4-6, 2026. For now, let’s look back at the precursor to the virtual PLC and try to understand why it never really took off.
Nov
07
2025
07
2025
Colin Masson — Technology Trends
From Co-Pilots to Humanoids: Mapping the Entire Industrial AI Battlefield
From engineering co-pilots to humanoid robots, Colin charts the full battlefield of the Industrial AI Wars, revealing how ARC’s Industrial AI Models Taxonomy and the Industrial Data Fabric connect every front of intelligent industry.
Nov
07
2025
07
2025
Craig Resnick — Company and Product News
Penguin Solutions Adds Oracle Linux OS Support to Stratus ztC Endurance Fault-Tolerant Platforms
Penguin Solutions announced support for Oracle Linux OS on its Stratus ztC Endurance fault-tolerant platforms, enabling organizations to run Oracle Database applications with up to seven nines reliability and enhanced data protection.
Nov
06
2025
06
2025
Colin Masson — Technology Trends
The Industrial AI Wars: Germany's New Industrial AI Cloud "Sovereign-By-Origin" Battle Line
The launch of the Industrial AI Cloud marks a major escalation in the Industrial AI Wars, redefining digital sovereignty through a new alliance between Deutsche Telekom, NVIDIA, SAP, and Siemens.
Nov
05
2025
05
2025
Craig Resnick — Acquisition or Partnership
TPG to Acquire PTC’s Kepware and ThingWorx Businesses
TPG will acquire PTC’s Kepware and ThingWorx businesses to expand its industrial software portfolio, while PTC sharpens its focus on its Intelligent Product Lifecycle vision.
Nov
05
2025
05
2025
Chantal Polsonetti — Industry Trends
October US ISM Report Documents Slight Backlog Improvement, Lower Production Levels, and Larger Share of Manufacturing Industries in Strong Contraction
The US ISM Manufacturing PMI fell to 48.7 percent in October, marking the eighth straight month of contraction as tariffs and economic uncertainty weighed on production and employment.
Nov
04
2025
04
2025
Chantal Polsonetti — Company and Product News
Cisco Debuts New Unified Edge Platform for Distributed Agentic AI Workloads
Cisco introduced Cisco Unified Edge, a converged edge computing platform that unifies compute, storage, networking, and security to support real-time AI and agentic workloads.
Nov
03
2025
03
2025
David Humphrey — Company and Product News
Schneider Electric Lays Out Strategic Vision: Electrification, Automation and Digitalization
After assuming the top job at Schneider Electric late last year, CEO Olivier Blum welcomed hundreds of users and partners last week to the company’s Innovation Summit, held this year in Copenhagen.
Nov
03
2025
03
2025
Rita Liu — Project Success Story
Bentley and Baosteel Engineering & Technology Group Jointly Build a New Chapter in Digitalization for the Metallurgical Industry
Baosteel Engineering & Technology Group’s Bentley YII 2025 award-winning project showcases how AI and digital twin technologies are transforming metallurgical engineering toward smarter, greener, and more efficient operations.