Industry Talks by ARC Advisory Group
Jul 27, 2026 · 21 min · 10 segments
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…
Jan BurianGuestFlorian GüldnerHostDavid HumphreyHostupdate and pulse of the market so we we always analyze that and um the big topics over the last weeks were uh the honeymoon user group meeting um the acquisition of cognite by schneider electric um overall a lot of economics discussion also with our clients um and uh something about brazil which is a teaser for the end so i won't say brazil brazil just let it
sink in sounds interesting all right let's get started with the markets florian um how is the big picture looking uh
and i can summarize it in one word huh that's that's the most accurate uh description probably of the general development so We go slightly deeper than just, huh? So we wanted to the machinery markets, the end user markets on the industry, as well as the automation markets on a monthly basis.
And we also on quarterly basis and on the monthly basis, we have a sentiment index.
And now what we're having, the projects are getting smaller in scale because of geopolitical frictions.
Instead of one plant, you build two or three, and you only build one in China.
And on the other side, the established industries are moving from CapEx to OpEx.
So they're finally starting to take care of their equipment and not just building a new plant every time they need something.
Out of this also Chinese vendors seeking opportunity elsewhere in the world, in Latin America, in Europe and all the like.
update and pulse of the market so we we always analyze that and um the big topics over the last weeks were uh the honeymoon user group meeting um the acquisition of cognite by schneider electric um overall a lot of economics discussion also with our clients um and uh something about brazil which is a teaser for the end so i won't say brazil brazil just let it
sink in sounds interesting all right let's get started with the markets florian um how is the big picture looking uh
and i can summarize it in one word huh that's that's the most accurate uh description probably of the general development so We go slightly deeper than just, huh? So we wanted to the machinery markets, the end user markets on the industry, as well as the automation markets on a monthly basis.
And we also on quarterly basis and on the monthly basis, we have a sentiment index.
And now what we're having, the projects are getting smaller in scale because of geopolitical frictions.
Instead of one plant, you build two or three, and you only build one in China.
And on the other side, the established industries are moving from CapEx to OpEx.
So they're finally starting to take care of their equipment and not just building a new plant every time they need something.
Out of this also Chinese vendors seeking opportunity elsewhere in the world, in Latin America, in Europe and all the like.
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