Siemens up-shifts their digital gears – Insights from Innovation Day 2017

This years’ Innovation day in Munich (15th December) reinforced, to me anyway, Siemens’ increasing focus on (industrial) things digital. Siemens’ digital revenues are now at €5.2Bn, and growth rates of 20% in software and services reflects the success (first documented in 2014) of their 2020 vision. Importantly, digital investments (including more than $10Bn software acquisitions over the past 10 years) are showing good return.  Siemens PLM Software, being one case in point; CEO Joe Kaeser brags of 29 of the top 30 Automakers using their PLM software, not to mention the fact that Siemens can honestly admit being a company that (successfully) eats their own (digital/PLM/MES/IIoT) dogfood. Continue reading

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IBM Watson – The rise of the (thinking) machine

I remember a few years ago, speaking on topics of AI and thinking machines, only to be critiqued (by some, not all) of my analyst colleagues for having expectations well beyond accepted realms of timescales and possibility. Visiting IBM’s World of Watson event in November proved that not only was I right, but even (dare I say it) not aggressive enough on my expectations. Continue reading

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Hannover Messe 2016: Digitalisation, Industrie 4.0, IoT and all things manufacturing

I’ve just returned from Hannover (Germany) having spent two days at the world’s largest industrial fair. For those unacquainted with Hannover Messe, this is a mammoth fair (trade show) with over 5,200 exhibitors. These aren’t just German companies. According to the organisers’ press release, overseas accounted for about 58% of the exhibitors. 465 of these from the US, this year’s partner country, and (not surprisingly?) about 650 from China. Continue reading

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