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  • Current: ARC Europe Viewpoints
Oct
17
2025
Colin Masson and Craig Resnick — Technology Trends

From Data Fabric to Digital Teammates: The Agentic AI Vision at Cognite Impact 2025

Cognite Impact 2025 showcased how Industrial AI is evolving from data contextualization to agentic autonomy, with Cognite Data Fusion and Atlas AI driving a unified, ecosystem-based path toward the symbiotic factory of the future.
Oct
17
2025
Janice Abel — Acquisition or Partnership

Cognite and Snowflake Partner to Unify Industrial and Enterprise Data for AI at Scale

A bidirectional, zero-copy data sharing integration between Cognite and Snowflake will unify industrial and enterprise data to enable scalable, AI-driven decision-making across operations.
Oct
17
2025
— Industry Trends

全球供应链软件的权力转移与中国力量的破局之路

ARC 高级分析师 Dora Zhu 深度解析全球供应链软件市场的格局演变,揭示中国本土厂商如何凭借敏捷创新与国产化战略在全球竞争中实现突围与崛起。
Oct
17
2025
Marianne D’Aquila — Acquisition or Partnership

IBM to Acquire Cognitus to Strengthen SAP and AI Transformation Capabilities

IBM’s planned acquisition of Cognitus strengthens its SAP portfolio and expands its AI-driven transformation capabilities for global clients.
Oct
15
2025
Craig Resnick — Company and Product News

AI-Powered AVEVA Advanced Analytics Boosts Manufacturing Performance and Energy Efficiency

AVEVA Advanced Analytics, powered by TwinThread and integrated with CONNECT, helps industrial enterprises enhance efficiency, quality, and sustainability through predictive AI insights.
Oct
15
2025
Craig Resnick — Acquisition or Partnership

Hitachi Expands Alliance with Google Cloud to Advance AI Agent Development for Frontline Operations

Hitachi is expanding its alliance with Google Cloud to develop AI agents powered by Gemini Enterprise, enabling smarter, safer, and more efficient frontline operations in energy, railways, and manufacturing.
Oct
15
2025
Colin Masson — Technology Trends

The Voyage Continues: Charting the New World of Physical Intelligence

ARC Advisory Group continues its exploration of Physical Intelligence, outlining research themes and strategic questions for navigating the evolving intersection of AI, robotics, and human collaboration.
Oct
14
2025
Craig Resnick — Company and Product News

Rockwell Automation Launches ControlLogix 5590 Controller for Advanced Industrial Control

Rockwell Automation unveiled the ControlLogix 5590 controller, combining integrated safety, high performance, and built-in cybersecurity to simplify industrial control and scale smarter systems.
Oct
13
2025
Janice Abel and Craig Resnick — Company and Product News

Tulip Unveils Composable AI Agents at Operations Calling

Tulip introduces Composable AI Agents to empower manufacturers with configurable, safe, and enterprise-ready agentic AI for frontline operations.
Oct
13
2025
David Humphrey — Acquisition or Partnership

ABB to Spin Off Robotics Division to SoftBank in $5.4 Billion Deal

ABB has agreed to sell its Robotics division to SoftBank for $5.4 billion, positioning the unit for the next phase of innovation in physical AI.
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