Browsing Tag
Siemens
51 posts
Omron’s $675m OnLogic deal tests whether physical AI will move factory computing to the edge
Omron Corporation is paying $675 million for industrial-computing specialist OnLogic, adding rugged edge hardware to an automation portfolio already spanning sensing, control, robotics and machine vision. The valuation is demanding, but the transaction reveals a bigger wager: physical AI may require far more computing power to sit beside machines rather than inside distant cloud data centres.
TCS unveils Industrial Intelligence Foundry targeting 25% productivity gains
Tata Consultancy Services is expanding its industrial AI portfolio with configurable agents, engineering workflows and governance capabilities designed for manufacturing and asset-intensive businesses. The company sees scope for 20% to 25% productivity improvements, but customer adoption, deployment costs and measurable operating results will determine the platform's commercial contribution.
FuelCell Energy targets AI power boom with 75 MW Texas deal as quarterly losses deepen
FuelCell Energy stock sank after a 29% revenue drop despite its first major data-center power deal. Find out what its $3.6 billion backlog means.
Emerson (NYSE: EMR) rolls out PACEdge 3.0 with AI capability for industrial edge
Emerson's PACEdge 3.0 pushes AI and containerised workloads to the industrial edge, and the read is whether it accelerates $1.68bn software ACV growth.
Fusion just pulled in another $1bn, and Commonwealth Fusion Systems is the market test
Commonwealth Fusion Systems’ latest $1 billion equity raise brings its total capital to $4 billion, but the real test is whether SPARC can unlock a financeable path to the ARC fusion power plant in Virginia.
Europe has a robotics unicorn, now Humanoid must prove the machines can work
Humanoid’s $152 million Series A gives the UK robotics startup a $1.35 billion valuation, but the real test is whether industrial humanoids can move from promise to reliable deployments at manufacturing and logistics sites.
IFS H1 2026 growth puts industrial AI scale, customer expansion and IPO readiness under scrutiny
IFS is scaling industrial AI across critical operations, but durable margins, acquisition integration and eventual IPO readiness remain the next tests.
Acuity Q3 beat reframes the AIS thesis as data center exposure compounds
Acuity Inc. NYSE AYI surges 21 percent on Q3 beat as Intelligent Spaces growth and data center exposure reframe the smart-building investment case. Read more.
Can Autodesk’s $3.6bn MaintainX deal turn asset operations into its next growth engine?
Autodesk’s $3.6bn MaintainX deal pushes it beyond design into asset operations. Read why the valuation, AI data and workflow risk matter.
Fluence Energy (FLNC) rockets as AI data center power demand makes it a battery storage favorite
Fluence Energy spiked up to 50% after Siemens put its storage in an Nvidia AI data center design, plus a record $10.1B backlog. Bulls and skeptics now face off on FLNC.