Schneider Electric buys industrial-AI firm Cognite for $3.1bn
THE SO WHAT
A $3.1B all-cash buy for Cognite says OT vendors now see industrial AI software as core IP, not a partner ecosystem add-on—Schneider wants factories and grids that ‘think for themselves’ sitting directly on its stack. If you run heavy industry, expect your control-system providers to bundle more AI natively and re-evaluate whether you still want a neutral data layer in the middle.
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