Digital Transformation Viewpoints

Featured here are original and timely articles from ARC analysts and guest writers on topics such as Digitization, New Business Models, Internet of Things, Industry 4.0, Smart Cities, and Smart Manufacturing. We dive into technologies such as additive manufacturing, machine learning, asset performance management, device connectivity, IIoT architecture, cybersecurity, augmented reality, and more related to digitization and transformation of industries, infrastructure, and cities. Our goal is to provide readers with clear and concise analyses, opinions, and discussion of these trends, technologies, and services.

Aug
27
2026
Jim Frazer — Industry Trends

NVIDIA’s $96 Billion Quarter Is Also a Supply Chain Story

NVIDIA’s record quarter highlights more than surging AI demand. Its $279 billion in future supply and capacity commitments shows how AI is becoming a physical infrastructure and supply chain story, with implications for memory availability, margins, logistics automation, physical AI, and agentic systems.