ARC All Viewpoint Blogs

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 — 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
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
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

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.

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
08
2025

Chantal Polsonetti — Podcasts/Videos

ARC Advisory Group Digital Transformation Podcast: Innovative Benefits of Wi-Fi 6 and 6E in Industry

In today’s rapidly evolving industrial landscape, connectivity is the backbone of digital transformation. Wi-Fi is already a popular technology in factories and plants, but as wireless demand grows, so does the challenge of spectrum congestion and device density.

Oct
08
2025

— Technology Trends

In-depth Analysis of the Robot Show at the 2025 China International Industry Fair

The 2025 CIIF Robot Show showcased advances in heavy-duty, humanoid, energy-efficient, and swarm-intelligent robots, highlighting scenario-driven development and breakthroughs in precision, speed, and usability.

Oct
08
2025

Chantal Polsonetti — Technology Trends

CISA Issues “Foundations for OT Cybersecurity: Asset Inventory Guidance for Owners and Operators”

CISA’s new OT Cybersecurity Asset Inventory guidance helps operators improve visibility, reduce cyber risks, and align with key standards like NIST and IEC 62443.

Oct
08
2025

Larry O'Brien — Acquisition or Partnership

Xona and Radiflow Announce Strategic Technology Partnership to Advance OT Cybersecurity for Critical Infrastructure Operators and MSSPs

Xona and Radiflow have partnered to integrate secure access and OT risk intelligence solutions to strengthen cybersecurity for critical infrastructure operators and MSSPs.

Oct
08
2025

Craig Resnick — Acquisition or Partnership

AVEVA Expands PI Data Infrastructure with Amazon RDS to Simplify Cloud Adoption

AVEVA is integrating Amazon RDS into its PI Data Infrastructure to help industrial companies reduce IT burdens, accelerate cloud adoption, and scale operational data management.

Oct
08
2025

Colin Masson — Technology Trends

Assembling the Agentic Factory: A Pragmatic Guide to Microsoft's New Multi-Agent AI Framework

Microsoft’s new Agent Framework marks a shift from copilots to autonomous agents, challenging industrial leaders to balance Azure’s ecosystem pull with open standards and a strong data foundation for agentic AI success.

Oct
08
2025

Larry O'Brien — Company and Product News

Nozomi Networks and Schneider Electric Deliver World’s First Security Sensor Embedded in Remote Terminal Units

Nozomi Networks and Schneider Electric have introduced the first embedded security sensor in RTUs, enhancing visibility and protection for critical infrastructure and field assets.

Oct
08
2025

Gaven Simon — Industry Trends

September 2025 Energy Regulation Roundup

September’s roundup highlights major energy policy shifts, including new EU waste reduction rules, China’s 2035 carbon reduction target, US plans to end the GHGRP, and Illinois’ proposal for a virtual power plant program.