ARC All Viewpoint Blogs

Jan
28
2026

Nobuaki Konishi — Acquisition or Partnership

Mitsubishi Electric and Landis+Gyr Accelerate Grid Edge Innovation as Mitsubishi Electric Takes Part in Landis+Gyr’s Application Ecosystem

Mitsubishi Electric’s entry into Landis+Gyr’s Application Ecosystem signals a collaborative push to advance grid edge intelligence and DER integration, with an initial focus on North America.

Jan
28
2026

Vikram Kalkat — Industry Trends

Is AI Pushing the Technology Sector Back Toward Junk Bonds?

Rising infrastructure costs, uncertain ROI, and shifting capital market dynamics are forcing technology companies to reassess whether large-scale AI investments could expose them to financial risks reminiscent of past market cycles.

Jan
28
2026

Craig Resnick — Company and Product News

PTC Introduces Windchill AI Parts Rationalization Capability

PTC has introduced an AI-enabled parts rationalization capability within Windchill to improve part findability, data consistency, and reuse across enterprise PLM environments.

Jan
28
2026

Jim Frazer — Technology Trends

You Cannot Secure What You Cannot See–Mapping the Digital Supply Chain

Supply chain cyber risk is amplified as limited visibility into ERP, cloud, IoT, SaaS, and third- and fourth-party dependencies leaves interconnected and mission-critical global supply networks exposed to hidden vulnerabilities.

Jan
28
2026

— Technology Trends

Veteran in a New Game: Yin Qi Secures 5 Billion USD Funding, Building China’s “xAI + Tesla” Ecosystem

Yin Qi’s consolidation of large models and smart terminals positions StepFun at the center of China’s emerging Physical AI ecosystem, marking a decisive shift toward AI 2.0 commercialization.

Jan
28
2026

Jim Frazer — Technology Trends

AI in the Supply Chain–Part 3: MCP, the Model Context Protocol and Shared Reasoning Across Agents

This article explains how Model Context Protocol (MCP) enables shared memory and reasoning across AI agents, allowing supply chain systems to coordinate decisions with consistent context, continuity, and institutional knowledge.

Jan
28
2026

Constanze Schmitz — Industry Trends

Digital Asset @ ARC EIF 2026

ARC’s European Industry Forum is part of our successful series of worldwide conferences in Europe, America and Asia.

Jan
27
2026

— Industry Trends

AI Takes Center Stage at the World Economic Forum Annual Meeting 2026

From January 19 to 23, 2026, the picturesque landscape of Davos-Klosters, Switzerland, served as the backdrop for one of the most significant gatherings of global leaders: the 56th Annual Meeting of the World Economic Forum.

Jan
26
2026

Constanze Schmitz — Industry Trends

Connected Plant @ ARC EIF 2026

ARC’s European Industry Forum is part of our successful series of worldwide conferences in Europe, America and Asia.

Jan
23
2026

Constanze Schmitz — Industry Trends

Industrial AI @ ARC EIF 2026

ARC’s European Industry Forum is part of our successful series of worldwide conferences in Europe, America and Asia.

Jan
23
2026

— Industry Trends

PV Export Tax Rebates to Be Phased Out: Industry Upgrades as Era of “Subsidized Overseas Expansion” Ends

China’s phased cancellation of PV export tax rebates marks a structural turning point, accelerating industry consolidation and shifting global competition from price-driven exports to value-based manufacturing.

Jan
23
2026

— Technology Trends

Interpretation of China’s New “AI + Manufacturing” Special Policy: Dividends, Initiatives, Bottlenecks and Real Opportunities

China’s “AI + Manufacturing” Special Action policy formalizes large-scale, indicator-driven deployment of Industrial AI across manufacturing, marking a shift from guidance to execution.

Jan
23
2026

Janice Abel — Acquisition or Partnership

Apprentice.io Acquires Ganymede to Extend AI Platform Across R&D and Manufacturing

Apprentice.io has acquired Ganymede to extend its AI-enabled manufacturing platform across research, development, and commercial manufacturing.

Jan
23
2026

Rita Liu — Industry Trends

State Grid’s Plan to Invest RMB 4 Trillion During China’s 15th Five-Year Plan Period

State Grid’s planned RMB 4 trillion investment during China’s 15th Five-Year Plan signals a major acceleration in grid modernization, new energy integration, and power automation across the country.

Jan
22
2026

Craig Resnick — Company and Product News

Motivair by Schneider Electric Introduces 2.5 MW CDU for Scalable AI and HPC Data Centers

Motivair by Schneider Electric has introduced a 2.5-megawatt coolant distribution unit designed to support high-density data centers and scalable AI computing environments.