software
521 articles tagged
Johnson Controls' $65M Accelsius investment and Alloy Enterprises acquisition signal a strategic pivot toward AI infrastructure and data center thermal management, positioning it as a critical cyber-physical player beyond traditional building automation.
Nokia's connectivity and edge compute infrastructure is a critical but overlooked dependency for Europe's $9B physical AI boom, enabling the low-latency networks autonomous systems require.
Shield AI's Hivemind autonomy software selected for Air Force CCA flight demos on Anduril's Fury airframe, signaling DoD intent to disaggregate autonomy from airframe.
Shield AI's Hivemind autonomy system completed its first European flight on Destinus's Hornet UAV in 60 days, signaling rapid platform integration and strengthening its European defense market positioning amid NATO procurement acceleration.
Intel's Core 200S partnership with ASUS signals trust recovery in industrial robotics after RealSense and NUC exits, but design wins depend on long-term supply commitments.
Swisslog Holding AG leverages 125 years of integration expertise and 2,500+ warehouse deployments to pivot toward software-led growth, balancing formidable installed base against competitive pressures from AMR-native entrants.
Exotec's Skypod warehouse automation platform has surpassed $1B in cumulative systems sold across 100+ sites, but financial opacity limits risk visibility for investors and buyers.
Locus Robotics has accumulated 6 billion picks across 350+ warehouse sites with its RaaS AMR platform, but hasn't disclosed funding or financial metrics in three years.
CACI International's $32.8B backlog reveals a defensible position in autonomy-enabling infrastructure for contested-domain operations, with $1.3B in autonomous systems contracts often overlooked by platform-focused coverage.
Forterra secures USMC production contract and $238M Series C, positioning itself as a credible contender in defense autonomy with full-stack ground systems for contested environments.