Industrial AISchneider's $3.1B Cognite Deal: Industrial AI's Data War
Schneider Electric's $3.1 billion acquisition of Cognite — the largest Norwegian software exit ever — signals that industrial AI is won at the data layer, not the model layer. With 85% of industrial AI projects failing due to data quality and 68% of manufacturers stuck in pilot purgatory, the deal reshapes the competitive landscape for Siemens, Honeywell, and every enterprise running physical operations.
July 12, 2026 · 15 min readPhysical AIPrometheus AI Raises $12B at $41B Valuation: What Bezos Bets on Physical AI
Jeff Bezos's physical AI startup raises $12B from JPMorgan, Goldman Sachs, BlackRock to build 'artificial general engineer' automating jet engine design to drug compounds.
June 17, 2026 · 12 min readEnterprise AIBezos $10B Prometheus Round: Industrial AI's Own Stack
Bezos and MIT physicist Vikram Bajaj raised $10B at $38B for Project Prometheus. Why industrial AI is becoming a separate vendor category from LLMs.
April 21, 2026 · 11 min readIFSWhy 400 Assets Cost Less Than 12,000 Users (IFS Pricing Shift)
Analysis of IFS Asset Pricing. For enterprise leaders: strategic implications, cost considerations, and implementation guidance for AI decision-makers.
April 3, 2026 · 8 min readGeelyGeely Expands NVIDIA Partnership Across Physical, Enterprise, and Industrial AI
Geely Auto Group announced a major expansion of its NVIDIA partnership spanning autonomous vehicles, cloud-based agentic AI, and factory automation—signaling a transformation from car manufacturer to AI organization.
March 22, 2026 · 6 min read