Industry Talks by ARC Advisory Group

Digital twins are entering a third era - evolving from visualization and simulation tools into a foundation for industrial intelligence. In this episode of ARC Industry Talks, David Humphrey welcomes Jan Burian to explore what this evolution means for industrial organizations. The conversation traces how digital twins evolved from visualization and monitoring to advanced capabilities such as simul...

In this episode of ARC Industry Talks, David Humphrey and Florian Güldner discuss Schneider Electric's planned $23 billion acquisition of PTC and what it could mean for the industrial software market. Schneider Electric's planned acquisition could reshape the industrial software market by combining PTC's PLM capabilities with AVEVA's engineering and operations software and Schneide...

In this episode of ARC Industry Talks, Florian Güldner is joined by ARC analyst Stefan Miksch to explore Brazil’s changing industrial landscape and the developments shaping its automation and technology markets. The discussion looks at Brazil’s evolving position in the global industrial economy, including changing trade relationships, increasing market openness and the growing role of technology a...

What's driving the next wave of industrial transformation? In this month's ARC Industry Talks – News, David Humphrey and Florian Güldner review the most-read industry topics of the past four weeks, based on ARC's ArcWire readership. They start with digital twins, which are evolving beyond visualization, simulation and asset monitoring into intelligent platforms connecting physical asse...

AI is driving extraordinary growth in data centers, but the real challenge is the electricity needed to power it. In the first Coffee Talk since the new Industry Talks format was introduced, David Humphrey and Florian Güldner explore why the rapid growth of AI infrastructure could have implications far beyond data centers. As power consumption and density increase, data centers are becoming a test...

Artificial intelligence is changing industrial operations - but not in the way many headlines suggest. While discussions often focus on AI models, robotics or autonomous agents, the real transformation lies in how these technologies work together with connected industrial data and operational workflows. In this episode, David Humphrey and Jan Burian explore why the next generation of industrial co...

Plastic recycling plays an important role in reducing waste - but achieving a truly circular economy requires much more than simply recycling materials at the endof their life. In this episode, Florian Güldner and Luciano Narcisi explore the broader concept of plastic circularity and explain why the journey begins with product design. They discuss how companies can reduce material consumption, ext...

Digital twins are increasingly seen as a keyenabler of industrial digitalization - but many initiatives still struggle to scale or deliver their full value. Data silos, fragmented architectures, and limited interoperability often stand in the way. In this episode, Alexey Grechko and LucianoNarcisi discuss why ARC’s working group has evolved from the Open Digital Twin to the broader Open Digital Ec...

Open automation is emerging as a major shift in industrial systems - promising greater flexibility, interoperability, and freedom from vendor lock-in. But with these benefits come new challenges and responsibilities. In this episode, Alexey and Luciano explore how the decoupling of software and hardware is changing the way automation systems are designed and implemented. Engineers are increasingly...

Digital twins have long been seen as a key technology for industrial transformation—but many projects struggle to move beyond the initial hype. In this episode, Alexey and Luciano explore why digital twin adoption slowed despite strong interest across industries such as oil and gas. Industry surveys show that the biggest barriers are the high effort required to implement digital twins and the ongo...

AI is everywhere - from trade shows to boardrooms. But where is it really creating value in industrial digital services? In this episode, Luciano and Alexey move beyond the hype and break AI down into two practical streams: machine learning and Generative AI. Machine learning is already proving its impact in predictive maintenance, helping companies analyze sensor and process data to prevent failu...

China has long been viewed as a predictable engine of global manufacturing growth. In this episode, ARC’s Florian Güldner and David Humphrey discuss why those assumptions are increasingly under pressure - and what that means for manufacturers and automation suppliers worldwide. They explore the shift from macroeconomics to shop-floor reality: slowing demographics, saturated consumer markets and pe...

Edge, Cloud, virtualization, real time - and a shop floor full of legacy systems. In this episode, ARC’s Florian Güldner sits down with David Humphrey to unpack why IT/OT convergence in manufacturing feels painfully slow and why that might actually be okay. They explore how virtualization - a technology IT has used for decades - is finally gaining traction on the shop floor, helping manufacturers...

In this episode, David Humphrey and FlorianGüldner from ARC Advisory Group discuss the latest industry trends anddevelopments, with a deep dive into one of the most pressing topics of today:Industrial Electrification. We kick things off with an overview ofrecent market developments, highlighting new product launches, advances in AIacross industrial operations and key moves in the supplier landscap...

In our debut episode, David Humphrey and Florian Güldner from ARC Advisory Group sit down for a conversation on industrial transformation - from automation strategies and AI integration to evolving end-user demands and ecosystems. Then, for a Coffee Talk, we are joined by Thomas Menze, ARC Senior Analyst and expert for process automation and OT cybersecurity, to explore: • The real-world challenge...