Industry Talks by ARC Advisory Group

About Industry Talks by ARC Advisory Group

Welcome to Industry Talks by ARC Advisory Group – the podcast for insights, trends, and expert perspectives from the world of industrial automation and digital transformation. In each episode, ARC analysts David Humphrey and Florian Güldner discuss the latest developments shaping the industrial landscape — from automation strategies and AI in operations to cybersecurity, sustainability, and evolving business ecosystems. Every episode features a Coffee Talk, where an industry expert joins for a deep dive into a specific topic — offering real-world experiences, lessons learned and practical tips

Publisher

ARC Advisory Group

Category

news

Language

en

Explicit

No

First episode

27 Oct 2025

Latest episode

27 Sept 2026

Latest episodes

13 episodes in the feed.

1. 

   27 Sept 2026

   Is Brazil at the Dawn of a New Industrial Era?

   In this episode of ARC Industry Talks, Florian Güldner is joined by ARC analyst Stefan Miksch to explore Brazil’s changing industrial landscape and the developments shaping its automation and technology markets. The discussion looks at Brazil’s evolving position in the global industrial economy, including changing trade relationships, increasing market openness and the growing role of technology and modernization. Stefan shares insights from ARC’s market research, including an estimated Brazilian process and discrete automation market of around $3.5 billion, representing approximately 2% of the global automation market. Process industries account for around 80% of the market, with energy, utilities, oil and gas and biofuels playing major roles. The conversation also explores the growth of automotive, food and beverage, packaging and machinery, as well as the increasing use of AI, digitalization, Industry 4.0, MES and advanced analytics to improve industrial operations. Another key theme is Brazil’s technology ecosystem. Global automation suppliers operate alongside strong local companies such as WEG, Altus, SMAR and Radix, supported by local integrators and engineering companies. This combination of global technology and local expertise is creating new opportunities for modernization. Throughout the episode, Florian and Stefan discuss how technology, changing trade dynamics and Brazil’s strong industrial ecosystem could shape the next phase of industrial development. The key takeaway: Brazil combines a large and diversified industrial market with a growing technology ecosystem and increasing demand for modernization. AI, digitalization, automation and changing global trade dynamics could all play an important role in shaping what comes next. The episode also looks ahead to the ARC Industry Forum in Rio de Janeiro, November 10–12, 2026, bringing together industrial users, technology suppliers and system integrators to discuss cybersecurity, open automation, industrial AI and digital transformation. Featured perspectives will include Petrobras, Braskem, Nestlé and Vivix, with discussions covering remote operations, Industry 4.0, open automation and the challenge of scaling industrial AI beyond individual pilots. Chapters 00:00 Why ARC Is Taking the Forum to Brazil 3:53 Beyond BRICS: Brazil Is Not China 4:57 The Infant Industry Argument – and Why It Failed 6:10 Sizing the Market: USD 3.5 Billion, 80% Process 7:44 Infrastructure, Oil & Gas and 100% Biofuels 9:13 Remote Operations 10:42 Discrete Automation: Automotive Leads 13:13 Food & Beverage, Machine Builders and Modernization 17:33 The Local Vendor Ecosystem: WEG, Altus, SMAR, Radix 20:11 ARC Forum Rio Want to get in touch? We welcome your suggestions, ideas, feedback and criticism. Feel free to leave us a comment on Spotify or write to us at: info@arcweb-europe.com. You can also reach us on LinkedIn (@arcweb-europe) or YouTube (@ARCadvisory). Furthermore, you can subscribe to ARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters Further readings We’ve linked relevant ARC reports and resources in the show notes or visit: www.arcweb.com • https://brazil.arcweb-europe.com/ • https://brazil.arcweb-europe.com/br • https://www.arcweb-europe.com/ • https://www.arcweb.com/events/arc-industry-leadership-forum-brazil • https://www.arcweb.com/industry-best-practices/brazils-industry-dawn-new-era Enjoyed the episode? Subscribe, leave a review and share it with your network! Furthermore, you can subscribe to ARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters Hosts: Stefan Miksch, Florian Güldner Produced by: ikone productions More episodes at: • Spotify (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e) • Apple (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518) • Youtube (https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE)

2. 

   14 Sept 2026

   News | September 2026

   What's driving the next wave of industrial transformation? In this month's ARC Industry Talks – News, David Humphrey and Florian Güldner review the most-read industry topics of the past four weeks, based on ARC's ArcWire readership. They start with digital twins, which are evolving beyond visualization, simulation and asset monitoring into intelligent platforms connecting physical assets, operational data, engineering knowledge, simulation, AI and human expertise — a possible foundation for linking engineering, operations and enterprise intelligence. Next, the two examine ARC's research on the Collaborative Autonomous Enterprise: what separates industrial AI PaceSetters from the mainstream, and why data silos, legacy applications and organizational barriers still limit the potential of AI. The goal is not simply to deploy AI, but to make it part of a broader operational strategy on the way to autonomous optimization. The episode then turns to Software-Defined Automation (SDA) as a practical bridge between industrial AI and real-time machine execution, bringing together machine-level integration, edge inference, lifecycle management, cybersecurity and the flexibility required for Physical AI. Another major theme is the convergence of IT, OT and ET. As industrial organizations become more connected, integrating these domains grows more important for efficiency, innovation, resilience and lifecycle management — and increasingly a question of breaking down traditional silos. The key takeaway: connectivity accelerated after COVID, AI is now driving further investment, and transformation is moving beyond individual technologies. New architectures, connectivity and IT/OT/ET convergence are creating the foundation for the next stage — from automation toward autonomy. Plus updates on ARC's upcoming forums: the ARC Industry Forum in Rio de Janeiro, November 10–12, 2026, and the European Forum in Sitges in May 2027, on From Automation to Autonomy: Scaling Intelligence, Openness and Collaboration. Want to get in touch?We welcome topic suggestions, feedback and criticism. Leave a comment on Spotify or write to info@arcweb-europe.com (mailto:info@arcweb-europe.com). Find us on LinkedIn (@arcweb-europe) and YouTube (@ARCadvisory). Subscribe to the ARCwire Industry Newsletter: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Further reading — more at www.arcweb.com (http://www.arcweb.com) https://brazil.arcweb-europe.com/ (https://brazil.arcweb-europe.com/) https://brazil.arcweb-europe.com/br (https://brazil.arcweb-europe.com/br) https://www.arcweb-europe.com/ (https://www.arcweb-europe.com/) https://www.arcweb.com/events/arc-industry-leadership-forum-brazil (https://www.arcweb.com/events/arc-industry-leadership-forum-brazil) https://de.surveymonkey.com/r/QBCK2LD (https://de.surveymonkey.com/r/QBCK2LD) https://www.arcweb.com/industry-best-practices/digital-twins-evolve-industrial-intelligence-platforms-comparing-strategies (https://www.arcweb.com/industry-best-practices/digital-twins-evolve-industrial-intelligence-platforms-comparing-strategies) https://www.arcweb.com/open-digital-ecosystem-ode-working-group (https://www.arcweb.com/open-digital-ecosystem-ode-working-group) https://www.arcweb.com/industry-best-practices/orchestrating-collaborative-autonomous-enterprise-aligning-sap-digital (https://www.arcweb.com/industry-best-practices/orchestrating-collaborative-autonomous-enterprise-aligning-sap-digital) https://www.arcweb.com/industry-best-practices/software-defined-automation-emerges-missing-link-physical-ai (https://www.arcweb.com/industry-best-practices/software-defined-automation-emerges-missing-link-physical-ai) https://www.arcweb.com/industry-best-practices/convergence-unlocked-transforming-itotet-future (https://www.arcweb.com/industry-best-practices/convergence-unlocked-transforming-itotet-future) Enjoyed the episode? Subscribe, leave a review and share it! Chapters (0:00) Cold Open & Welcome(0:23) ArcWire: This Month's Top Stories(1:12) ARC Forum Rio de Janeiro: Dates, Sponsors & Speakers(1:57) Article 1: Digital Twins & AVEVA World(3:27) Open Ecosystems: The ODE Approach(4:11) Article 2: PaceSetter Report – Leaders, Mainstream, Laggards(6:57) ARC European Forum 2027: Sitges(7:44) Article 3: Software Defined Automation (SDA)(9:24) Article 4: IT/OT/ET Convergence(12:38) Big Picture: From Industry 4.0 to the AI Boom(14:21) Sign-Off Hosts: David Humphrey, Florian Güldner Produced by: ikone productions More episodes at:Spotify (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e)) Apple (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518 (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518)) Youtube (https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE (https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE))

3. 

   31 Aug 2026

   Are Data Centers the Blueprint for the Industrial Plant of the Future?

   AI is driving extraordinary growth in data centers, but the real challenge is the electricity needed to power it. In the first Coffee Talk since the new Industry Talks format was introduced, David Humphrey and Florian Güldner explore why the rapid growth of AI infrastructure could have implications far beyond data centers. As power consumption and density increase, data centers are becoming a testing ground for new approaches to electricity distribution, automation and energy management. The conversation looks at growing pressure on power generation and infrastructure before diving into 800 V DC architectures. David explains how higher-voltage DC delivers the same power with lower current, reducing losses, heat, copper requirements and the footprint of power distribution. Rather than supplying devices directly, 800 V DC provides a more efficient DC backbone, with power electronics converting energy to the levels required by individual systems. This is particularly relevant for industry. Technologies including robotics, servo drives, industrial PCs, PLCs, machine vision, batteries, EV charging, solar and energy storage already rely on DC internally. Future facilities could increasingly connect these systems through shared DC distribution and local microgrids. The discussion also explores the convergence of energy and automation. Future systems may need to consider production alongside energy availability, electricity prices, battery storage, solar generation and load shifting. This could move factories toward integrated energy and production systems. The future is likely to be a hybrid architecture combining AC grid connections with DC microgrids and multiple voltage domains. The episode concludes by looking at continued deployment of high-voltage DC in data centers, industrial DC microgrid pilots and the convergence of energy management, automation, electrification and computing. The key takeaway: AI is forcing data centers to rethink electricity, and industrial plants may be next. While 800 V DC is an important milestone, the bigger story is the move toward high-voltage DC distribution and DC-native energy systems that could reshape how future facilities generate, distribute and manage energy. Chapters (00:00) Welcome — A New Format (01:05) Why Data Centers Are a Growth Market (04:39) 1,000 Terawatt Hours by 2030 (06:14) Where Does the Capital Come From? (07:30) Switching Gears: Electricity (08:52) Why 800 Volts DC (11:45) Factories Are Already DC (13:15) A Distribution Layer, Not a Socket (15:11) Automation and Energy Converge (18:43) The Key Takeaway Want to get in touch? We welcome yourtopic suggestions, ideas, feedback and criticism. Feel free to leave us acomment on Spotify or write to us at: info@arcweb-europe.com (mailto:info@arcweb-europe.com).You can also reach us on LinkedIn (@arcweb-europe (https://de.linkedin.com/showcase/arcweb-europe/)) orYouTube (@ARCadvisory). Furthermore, you can subscribe to ARCwire IndustryNewsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Further readings We’ve linked relevant ARC reports and resources in the show notes or visit: www.arcweb.com (http://www.arcweb.com) ·      https://www.arcweb-europe.com/ (https://www.arcweb-europe.com/) ·      https://brazil.arcweb-europe.com/ (https://brazil.arcweb-europe.com/) ·      https://de.surveymonkey.com/r/QBCK2LD (https://de.surveymonkey.com/r/QBCK2LD) ·      https://www.arcweb.com/market-analysis/industrial-automation-data-centers Enjoyed theepisode? Subscribe, leave a review and share it with your network! Furthermore, you can subscribe to ARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Hosts: David Humphrey, Florian Güldner Produced by: ikone productions More episodes at: ·      Spotify (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e)) ·      Apple (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518 (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518)) ·       Youtube https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE (https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE))

4. 

   27 Jul 2026

   Beyond Industrial AI Hype: What's the Real Game Changer?

   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 transformation lies in how these technologies work together with connected industrial data and operational workflows. In this episode, David Humphrey and Jan Burian explore why the next generation of industrial competitiveness depends on the convergence of AI, automation, data and execution. Rather than replacing existing automation, AI is becoming a contextual decision layer that helps organizations move from analyzing historical information to making intelligent, real-time operational decisions. The conversation examines why many industrial AI initiatives struggle to deliver value. Jan explains that the biggest challenge is rarely the AI model itself, but the lack of connected, contextualized operational data. Instead of centralizing all information into a single platform, companies are increasingly adopting semantic layers and data fabric architectures that connect IT and OT systems while leaving data where it resides. David and Jan also discuss the evolving role of AI agents, robotics and digital twins. They explain why industrial AI is moving toward governed autonomy, where AI recommends and orchestrates actions while humans remain responsible for critical decisions. The discussion highlights how digital twins are evolving beyond visualization into live operational systems that enable continuous optimization and AI-driven decision support. Finally, the episode explores what these changes mean for the workforce. Rather than replacing people, AI is augmenting human expertise and helping organizations address growing talent shortages while enabling operators and engineers to make better, faster decisions. The key takeaway is clear: the real game changer is not AI itself, but the ability to transform connected industrial data into contextual, executable decisions across the entire operation. Want to get in touch? We welcome your topic suggestions, ideas, feedback and criticism. Feel free to leave us a comment on Spotify or write to us at: info@arcweb-europe.com (mailto:info@arcweb-europe.com). You can also reach us on LinkedIn (@arcweb-europe (https://de.linkedin.com/showcase/arcweb-europe/)) or YouTube (@ARCadvisory). Furthermore, you can subscribe to ARCwire IndustryNewsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Chapters: (00:00) Welcome & Introduction (00:00:32) ARCwire: Top Industry Trends (00:01:34) Market Outlook, China & Industry Sentiment (00:03:45) Honeywell’s AI Path to Autonomous Operations (00:06:18) Schneider Electric Acquires Cognite (00:08:40) DataOps, Platforms & Industrial AI Foundations (00:09:43) ARC Forum Brazil Announcement (00:10:23) Coffee Talk: Beyond the Industrial AI Hype (00:13:40) Data Fabrics, AI Agents & Contextual Intelligence (00:16:33) Digital Twins, Workforce Impact & Governed Autonomy (00:18:24) The Real Game Changer: Connected Data & Real-Time Decisions Further readings We’ve linked relevant ARC reports and resources in the show notes or visit: www.arcweb.com (http://www.arcweb.com) ·      https://www.arcweb-europe.com/ (https://www.arcweb-europe.com/) ·      ARC Automation Survey (https://de.surveymonkey.com/r/QBCK2LD) ·      https://www.arcweb.com/blog/honeywell-outlines-its-ai-driven-path-autonomous-operations-2026-hug-conference (https://www.arcweb.com/blog/honeywell-outlines-its-ai-driven-path-autonomous-operations-2026-hug-conference) ·      https://www.arcweb.com/blog/schneider-electrics-planned-acquisition-cognite-reinforces-data-foundation-industrial-ai (https://www.arcweb.com/blog/schneider-electrics-planned-acquisition-cognite-reinforces-data-foundation-industrial-ai) ·      https://www.arcweb.com/blog/industrial-humanoids-new-market-horizon (https://www.arcweb.com/blog/industrial-humanoids-new-market-horizon) Enjoyed the episode? Subscribe, leave a review and share it with your network! Furthermore, you can subscribe to ARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Hosts: David Humphrey, Florian Güldner

5. 

   29 Jun 2026

   Is Plastic Circularity More Than Just Recycling?

   Plastic recycling plays an important role in reducing waste - but achieving a truly circular economy requires much more than simply recycling materials at the endof their life. In this episode, Florian Güldner and Luciano Narcisi explore the broader concept of plastic circularity and explain why the journey begins with product design. They discuss how companies can reduce material consumption, extend product lifecycles, improve maintainability and design products that are easier torecycle, creating value across the entire lifecycle. The conversation examines today's recycling landscape, where mechanical recycling still accounts for the vast majority of recycled plastics, while advanced recycling technologies -including physical recycling and chemical recycling - areattracting increasing investment. Luciano shares insights from his market research, highlighting why advanced recycling is expected to grow rapidly despite representing only a small share of the market today. The episode also explores the challenges facing owner-operators and technology providers. Whilethe underlying technologies are becoming more mature, securing investment, managing energy consumption and navigating regulatory uncertainty remain significant barriers. Florian and Luciano discuss how automation, openindustrial standards, electrification, energy management systems and digital twins can help improve plant efficiency and support the next generation of recycling facilities. The key question is no longer whether plastics should be recycled - but how industry can build atruly circular system that combines better product design, advanced recycling technologies and smarter industrial solutions to maximize both environmentaland economic value. Want to get in touch? We welcome your topic suggestions, ideas, feedback and criticism. Feel free to leave us a comment on Spotify or write to us at: info@arcweb-europe.com (mailto:info@arcweb-europe.com).You can also reach us on LinkedIn (@arcweb-europe (https://de.linkedin.com/showcase/arcweb-europe/)) orYouTube (@ARCadvisory). Furthermore, you can subscribe to ARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Further readings We’ve linked relevant ARC reports and resources in the show notes or visit: www.arcweb.com (http://www.arcweb.com) ·  https://www.arcweb-europe.com/ (https://www.arcweb-europe.com/) ·  ARC Automation Survey (https://de.surveymonkey.com/r/QBCK2LD) ·  https://www.arcweb.com/industry-best-practices/champions-radar-plastic-circularity (https://www.arcweb.com/industry-best-practices/champions-radar-plastic-circularity) ·  https://www.arcweb.com/industry-best-practices/takeaways-3dexperience-forum-eurowest-2026-virtual-twin-industrial-ai-real (https://www.arcweb.com/industry-best-practices/takeaways-3dexperience-forum-eurowest-2026-virtual-twin-industrial-ai-real) ·  https://www.arcweb.com/industry-best-practices/aveva-world-2026-digital-twin-perspective-strategy-innovations-market (https://www.arcweb.com/industry-best-practices/aveva-world-2026-digital-twin-perspective-strategy-innovations-market) Enjoyed the episode? Subscribe, leave a review and share it with your network! Furthermore,you can subscribe to ARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Chapters (00:00) Welcome & Introduction (00:58) AVEVA World – Highlights & Announcements (05:01) Dassault Systèmes – Virtual Twin & AI Companions (07:00) Siemens AI Engineering Agent (09:53) Human-in-the-Loop & Software-Defined Automation (11:56) Webinar Series: Machine Building (13:15) Upcoming Webinars – July 2026 (16:37) Plastic Circularity vs. Recycling (19:37) Advanced Recycling: Processes & Technologies (24:57) Market Analysis & Challenges (31:57) Outlook & Closing Hosts: David Humphrey, Jan Burian Guests: Florian Güldner, Luciano Narcisi Produced by: ikone productions More episodesat: ·      Spotify (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e)) ·      Apple (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518 (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518)) ·      Youtube https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE (https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE))

6. 

   26 May 2026

   Are Open Digital Ecosystems the Key to Scalable Digital Transformation?

   Digital twins are increasingly seen as a keyenabler of industrial digitalization - but many initiatives still struggle to scale or deliver their full value. Data silos, fragmented architectures, and limited interoperability often stand in the way. In this episode, Alexey Grechko and LucianoNarcisi discuss why ARC’s working group has evolved from the Open Digital Twin to the broader Open Digital Ecosystem. The shift reflects a growing recognitionthat openness is about more than the twin itself: it is about creating a connected environment where data, applications, and systems can work together more effectively. The conversation explores how owner-operatorsare shaping this vision by calling for solutions that are easier to integrate, maintain, and scale. Luciano explains how open standards and common data modelscan help separate data from applications, reduce lock-in, and make digital solutions more reusable across the enterprise. The episode also looks at developments inEurope, including collaboration with DEXPI, and how standardized engineering data from sources such as P&IDs can support digital twins, AI applications,and long-term lifecycle management. Another important theme is the role of the human in the loop - ensuring that as systems become more connected and intelligent, responsibility and decision-making remain clear. Key themes in this episode: ·  Why the conversation is shiftingfrom Open Digital Twin to Open Digital Ecosystem ·  How data silos limit the value ofdigital twins ·  Why open standards andinteroperability matter ·  The role of owner-operators indriving openness ·  How DEXPI supports betterengineering data exchange ·  Why digital twins can become afoundation for broader digital solutions ·  The importance of keeping the humanin the loop ·  How openness could improvescalability, maintainability, and long-term value The key question is no longer whether digitaltwins matter - but whether industry can unlock their full value without a more open and interoperable ecosystem. Want to get in touch? We welcome your topic suggestions, ideas,feedback and criticism. Feel free to leave us a comment on Spotify or write tous at: info@arcweb-europe.com (mailto:info@arcweb-europe.com). You can also reach us on LinkedIn (@arcweb-europe (https://de.linkedin.com/showcase/arcweb-europe/)) orYouTube (@ARCadvisory). Furthermore, you can subscribe to ARCwire IndustryNewsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Further readings We’ve linked relevant ARC reports and resourcesin the show notes or visit: www.arcweb.com (http://www.arcweb.com) ·  https://www.arcweb-europe.com/ (https://www.arcweb-europe.com/) ·  ARC Automation Survey (https://de.surveymonkey.com/r/QBCK2LD) Enjoyed the episode? Subscribe, leave a reviewand share it with your network! Furthermore, you can subscribe to ARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Chapters: (00:00) Welcome to Industry Talks (00:26 Forum Highlights in Sitges (02:08) Resilience Theme Explained (03:07) Black Swans and Protection (04:21) Global Sponsors Spotlight (04:59) Siemens Lighthouse Factory (06:03) COPA-DATA Independent Software (07:10) Breakouts EdgeCloud and Machinery (10:25) Digital Twin and AI Takeaways (12:45) Next Forum Date and Location (14:38) Deep Dive Open Digital Ecosystem Hosts: David Humphrey,Florian Güldner Guests: Alexey Grechko, Luciano Narcisi Produced by: ikone productions More episodes at: ·  Spotify (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e)) ·   Apple (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518 (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518)) ·   Youtube (https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE (https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE))

7. 

   27 Apr 2026

   Is Open Automation a Game Changer?

   Open automation is emerging as a major shift in industrial systems - promising greater flexibility, interoperability, and freedom from vendor lock-in. But with these benefits come new challenges and responsibilities. In this episode, Alexey and Luciano explore how the decoupling of software and hardware is changing the way automation systems are designed and implemented. Engineers are increasingly adopting IT-style practices such as Industrial DevOps, version control, and modular software development - marking a significant cultural shift in the industry. The conversation also dives into the implications of multi-vendor architectures, including the question of system responsibility and performance ownership. They discuss howconcepts like unified namespaces can eliminate data silos and enable seamless integration across systems, from control layers to digital twins and beyond. In addition, theepisode covers the evolving landscape of standards and technologies, including the role of organizations driving open automation, the progress of initiatives like OPAF and UAO.org, and enabling technologies such as APL and OPC UA for secure,interoperable communication. Key themes inthis episode: ·     Why open automation is gaining traction now ·    Decoupling hardware and software in industrial systems ·     The rise of Industrial DevOps and new engineering practices ·     Multi-vendor environments: benefits and challenges ·     Unified namespace as a foundation for data integration ·     The role of standards and industry collaboration ·     Security considerations in open systems The key question is no longer whether openness will impact automation - but how quickly organizations can adapt to stay competitive in an increasingly open ecosystem. Want to getin touch? We welcome your topic suggestions, ideas, feedback and criticism. Feel free to leave us a comment on Spotify or write to us at: info@arcweb-europe.com (mailto:info@arcweb-europe.com).You can also reach us on LinkedIn (@arcweb-europe (https://de.linkedin.com/showcase/arcweb-europe/)) orYouTube (@ARCadvisory). Furthermore, you can subscribe to ARCwire IndustryNewsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Furtherreadings We’ve linked relevant ARC reports and resources in the show notes or visit: www.arcweb.com (http://www.arcweb.com) ·  https://www.arcweb-europe.com/ (https://www.arcweb-europe.com/) ·   ARC Automation Survey (https://de.surveymonkey.com/r/QBCK2LD) Enjoyed the episode? Subscribe, leave a review and share it with your network! Furthermore, you can subscribe to ARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Chapters (00:00) Welcome to Industry Talks (00:22) Road Trip to Hannover (01:03) Hannover Fair Highlights (01:13) Power Is Back (02:07) Data Availability and Sovereignty (03:41) Software Defined Automation (05:50) Data Centers and DC Power (07:40) Physical AI and 5G Return (09:53) Whats New in Industrial AI (14:05) Deep Dive Open Automation (27:14) Closing Impressions from the Floor Hosts: David Humphrey, Florian Güldner Guests: Alexey Grechko, Luciano Narcisi Produced by: ikone productions More episodes at: ·    Spotify (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e)) ·    Apple (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518 (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518)) ·    Youtube https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE (https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE))

8. 

   30 Mar 2026

   What Is Holding Back Digital Twin Adoption in Industrial Operations?

   Digital twins have long been seen as a key technology for industrial transformation—but many projects struggle to move beyond the initial hype. In this episode, Alexey and Luciano explore why digital twin adoption slowed despite strong interest across industries such as oil and gas. Industry surveys show that the biggest barriers are the high effort required to implement digital twins and the ongoing challenge of maintaining them over time. They discuss how technologies like reality capture and AI-powered equipment recognition can accelerate the creation of digital models—especially in brownfield plants where documentation is often incomplete. The conversationalso explores knowledge graphs and the growing importance of open standards and interoperable data for scalable digital twin architectures. Key themes in this episode: Why digital twin market growth slowed despite strong interest Implementation and long-term maintenance challenges Reality capture and AI for faster digital twin creation Knowledge graphs for understanding complex industrial systems The role of open standards and data interoperability The key question is no longer whether digital twins matter—but how organizations can build them in a way that is scalable, open and sustainable. Want to get in touch? We welcome your topic suggestions, ideas, feedback and criticism. Feel free to leave us a comment on Spotify or write to us at: info@arcweb-europe.com (mailto:info@arcweb-europe.com).You can also reach us on LinkedIn (@arcweb-europe (https://de.linkedin.com/showcase/arcweb-europe/)) orYouTube (@ARCadvisory). Furthermore, you can subscribe to ARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Further readings: We’ve linked relevant ARC reports and resources in the show notes or visit: www.arcweb.com (http://www.arcweb.com) ·   https://www.arcweb-europe.com/ (https://www.arcweb-europe.com/) ·   ARC Automation Survey (https://de.surveymonkey.com/r/QBCK2LD) ·   https://www.arcweb.com/blog/ge-vernova-finalizes-600-million-sale-proficy-software-business-tpg (https://www.arcweb.com/blog/ge-vernova-finalizes-600-million-sale-proficy-software-business-tpg) ·   https://www.arcweb.com/blog/dual-scenario-prediction-us-iran-conflict-impact-differences-global-manufacturing-between-7 (https://www.arcweb.com/blog/dual-scenario-prediction-us-iran-conflict-impact-differences-global-manufacturing-between-7) ·   https://www.arcweb.com/blog/octave (https://www.arcweb.com/blog/octave) ·   https://www.woodmac.com/reports/upstream-oil-and-gas-global-oil-cost-curves-and-pre-fid-breakevens-updated-h2-2018-211878/ (https://www.woodmac.com/reports/upstream-oil-and-gas-global-oil-cost-curves-and-pre-fid-breakevens-updated-h2-2018-211878/) Enjoyed the episode? Subscribe, leave a review and share it with your network! Furthermore, you can subscribe to ARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Chapters: (00:00) Welcome to Industry Talks (00:45) Top Articles and Trends (01:29) GE Vernova Prophecy Update (02:20) Prophecy Portfolio and Outlook (03:19) Iran War Market Impacts (05:42) Resilience Electrification and Shipping (07:26) Hexagon Octave Spinoff (08:21) Event Roundup Edge AI and 5G (12:10) Data Centers as Next Growth (15:46) Sentiment Index and Next Segments (16:27) Digital Twins Deep Dive and Closing Hosts: David Humphrey, Florian Güldner Guests: Alexey Grechko, Luciano Narcisi, Michel Teughels Produced by: ikone productions More episodes at: ·   Spotify (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e)) ·   Apple (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518 (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518)) ·   Youtube https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE (https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE))

9. 

   24 Feb 2026

   From Use Cases to Growth: Is AI the New Oil for Digital Services?

   AI is everywhere - from trade shows to boardrooms. But where is it really creating value in industrial digital services? In this episode, Luciano and Alexey move beyond the hype and break AI down into two practical streams: machine learning and Generative AI. Machine learning is already proving its impact in predictive maintenance, helping companies analyze sensor and process data to prevent failures and reduce downtime. Generative AI adds a new layer: industrial voice assistants trained on machine documentation and operational data. Instead of digging through manuals, operators can simply ask questions in natural language - and receive clear, contextual instructions in seconds. But here’s the reality check: without high-quality, structured and accessible data, AI initiatives stall. Many industrial sites still struggle with fragmented documentation and legacy systems. The real competitive advantage lies not just in algorithms, but in building the right data foundation. Key themes in this episode: Practical AI use cases in digital services Predictive maintenance and actionable insights Generative AI as an operator interface Why data quality determines success or failure The key question is not whether AI matters - but whether organizations are prepared with the right data foundation to unlock its potential. Want to get in touch? We welcome your topic suggestions, ideas, feedback and criticism. Feel free to leave us a comment on Spotify or write to us at: info@arcweb-europe.com (mailto:info@arcweb-europe.com). You can also reach us on LinkedIn (@arcweb-europe (https://de.linkedin.com/showcase/arcweb-europe/)) or YouTube (@ARCadvisory). Furthermore, you can subscribe to ARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Further readings We’ve linked relevant ARC reports and resources in the show notes or visit: www.arcweb.com (http://www.arcweb.com) https://www.arcweb-europe.com/ (https://www.arcweb-europe.com/) ARC Automation Survey (https://de.surveymonkey.com/r/QBCK2LD) ABB’s Automation Extended: Flexible, Open, Sustainable | ARC Advisory Group (https://www.arcweb.com/industry-best-practices/abbs-automation-extended-flexible-open-sustainable) Software-Defined Automation: Foxboro SDA and the Shift Toward Open Control Architectures | ARC Advisory Group (https://www.arcweb.com/blog/software-defined-automation-foxboro-sda-shift-toward-open-control-architectures#:~:text=Foxboro%2520SDA%2520supports%2520native%2520integration,cybersecurity%2520demands%252C%2520and%2520lifecycle%2520flexibility.) Enjoyed the episode? Subscribe, leave a review and share it with your network! Furthermore, you can subscribe to ARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Chapters (00:00) Introduction to Industry Talks (00:26) ARC Orlando Forum – Atmosphere & Attendance (01:25) AI, Data Fabrics & Digital Twin Developments (03:00) Human Digital Twins & AstraZeneca Insights (04:43) Digital Twins in Entertainment Engineering (06:16) AI as Dominant Theme Across All Sessions (08:06) PepsiCo & Jabil Keynotes – AI along the value chain (12:17) IT–OT Collaboration & NAMUR Learnings (15:31) Interoperability, O‑PAF & MTP (20:06) ABB Extended – Open DCS Modernization (24:53) Schneider Electric Open SDA – Software‑Defined Automation (30:24) Coffee Talk: Digital Services, ML & GenAI (33:00) Data Quality, Training Challenges & Market Outlook Hosts: David Humphrey, Florian Güldner Guests: Alexey Grechko, Luciano Narcisi Produced by: ikone productions More episodes at: Spotify (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e)) Apple (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518 (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518)) Youtube https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE (https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE))

10. 

    26 Jan 2026

    Is China Still the Growth Engine of Global Manufacturing?

    China has long been viewed as a predictable engine of global manufacturing growth. In this episode, ARC’s Florian Güldner and David Humphrey discuss why those assumptions are increasingly under pressure - and what that means for manufacturers and automation suppliers worldwide. They explore the shift from macroeconomics to shop-floor reality: slowing demographics, saturated consumer markets and persistent overcapacity across key industries are reshaping China’s industrial landscape and its role in global value chains. The discussion then turns to automation, where China has moved well beyond copycat products. Local suppliers are rapidly building competitive PLC, DCS, MES and software portfolios, changing the balance between global and domestic vendors. Key themes touched on include: The end of China as an “easy” high-growth market Overcapacity and price pressure in industries like automotive, steel and cement The rise of innovative Chinese automation suppliers and business models A growing split between export-oriented factories and China’s domestic market A concise, reality-based look at how China’s manufacturing and automation markets are evolving - and why understanding this shift is now critical for global industry. Want to get in touch? We welcome your topic suggestions, ideas, feedback and criticism. Feel free to leave us a comment on Spotify or write to us at: info@arcweb-europe.com (mailto:info@arcweb-europe.com). You can also reach us on LinkedIn (@arcweb-europe (https://de.linkedin.com/showcase/arcweb-europe/)) or YouTube (@ARCadvisory). Furthermore, you can subscribe to ARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Further readings We’ve linked relevant ARC reports and resources in the show notes or visit: www.arcweb.com (http://www.arcweb.com/) ·       https://www.arcweb-europe.com/ (https://www.arcweb-europe.com/) ·       ARC Automation Survey (https://de.surveymonkey.com/r/QBCK2LD) ·       Siemens and NVIDIA Expand Partnership to Build the Industrial AI Operating System | ARC Advisory Group (https://www.arcweb.com/blog/siemens-nvidia-expand-partnership-build-industrial-ai-operating-system) ·       Siemens, NVIDIA, and the Industrial AI Revolution | ARC Advisory Group (https://www.arcweb.com/blog/siemens-nvidia-industrial-ai-revolution) ·       ARC Industry Leadership Forum Manufacturing Energy Execs | ARC Advisory Group (https://www.arcweb.com/events/arc-industry-leadership-forum-orlando) ·       ARC Industry Leadership Forum Europe | ARC Advisory Group (https://www.arcweb.com/events/arc-industry-leadership-forum-europe) ·       How Green Hydrogen Supports China’s Energy Transition and Deep Decarbonization | ARC Advisory Group (https://www.arcweb.com/blog/how-green-hydrogen-supports-chinas-energy-transition-deep-decarbonization) ·       US NIST Launches Centers for AI in Manufacturing and Critical Infrastructure | ARC Advisory Group (https://www.arcweb.com/blog/us-nist-launches-centers-ai-manufacturing-critical-infrastructure) Enjoyed the episode? Subscribe, leave a review and share it with your network! Furthermore, you can subscribe to ARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Chapters (00:00) Introduction to Industry Talks (00:26) ARCwire Analysis & January Market Trends (01:25) Siemens at CES and Industrial AI Developments (03:00) Siemens–Nvidia Partnership & Industrial AI Operating System (04:43) ARC Industry Forum Orlando – Registration & Highlights (06:16) Global Sponsors and Event Significance (08:06) Hydrogen, Renewables & China’s Energy Strategy (12:17) NIST, EU Cybersecurity & AI Threat Landscape (15:31) Coffee Talk: China’s Changing Economic Reality (20:06) Industry Overcapacity & Rise of Chinese Innovation (24:53) Chinese Automation Champions & Market Shift (30:24) From the Plantfloor: Rita Liu Hosts: David Humphrey, Florian Güldner Guests: David Humphrey, Florian Güldner, Rita Liu Produced by: ikone productions More episodes at: ·       Spotify (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e)) ·       Apple (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518 (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518)) ·       Youtube https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE (https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE))

11. 

    22 Dec 2025

    Are Virtual PLCs and the Cloud Ready for the Shop Floor?

    Edge, Cloud, virtualization, real time - and a shop floor full of legacy systems. In this episode, ARC’s Florian Güldner sits down with David Humphrey to unpack why IT/OT convergence in manufacturing feels painfully slow and why that might actually be okay. They explore how virtualization - a technology IT has used for decades - is finally gaining traction on the shop floor, helping manufacturers reduce hardware sprawl, extend the life of legacy software and simplify maintenance. From “little gray boxes” and ancient code to software-defined factories, the discussion highlights what’s changing, what isn’t and why culture and machine lifecycles matter just as much as technology. The conversation gets concrete withreal-world examples, including machine builders already delivering software instead of hardware, and Audi’s EC4P initiative - where even PLCs and safety PLCs are virtualized and run in a private cloud kilometers away from the production line. Key topics include: ·  Why IT/OT convergence is slow - and why that’s not necessarily a failure · How virtualization cleans up decades of scattered shop-floor software · The difference between real-time, hard real-time and “good enough” real time · Why machine builders are being pushed to deliver software, not boxes · How Edge and private cloud come together in real production environments · Why virtual PLCs aren’t killing the PLC market - just reshaping it A grounded, experience-based look at wheremanufacturing really stands today on Edge, Cloud, and virtualization - andwhere it’s realistically headed next. Want to get in touch? We welcome your topic suggestions, ideas, feedback, and criticism. Feel free toleave us a comment on Spotify or write to us at: info@arcweb-europe.com (mailto:info@arcweb-europe.com). You can alsoreach us on LinkedIn (@arcweb-europe (https://de.linkedin.com/showcase/arcweb-europe/))or YouTube (@ARCadvisory). Furthermore, you can subscribe to ARCwire IndustryNewsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Further readings We’ve linked relevant ARC reports and resources in the show notes or visit: www.arcweb.com (http://www.arcweb.com) · https://www.arcweb-europe.com/ (https://www.arcweb-europe.com/) · https://www.arcclientportal.com/_entity/sharepointdocumentlocation/c56713b5-96db-f011-8544-002248246bc9/05084dd2-21cb-4b68-9387-9e42c8536d55?file=SPS%202025%20-%20Light%20on%20Innovation%2C%20Rich%20on%20Future%20Visions.pdf (https://www.arcclientportal.com/_entity/sharepointdocumentlocation/c56713b5-96db-f011-8544-002248246bc9/05084dd2-21cb-4b68-9387-9e42c8536d55?file=SPS%202025%20-%20Light%20on%20Innovation%2C%20Rich%20on%20Future%20Visions.pdf) · https://www.arcweb.com/blog/will-virtual-plcs-succeed-where-soft-plcs-failed (https://www.arcweb.com/blog/will-virtual-plcs-succeed-where-soft-plcs-failed) · https://www.arcweb.com/blog/new-era-industrial-automation-benefits-challenges-sda (https://www.arcweb.com/blog/new-era-industrial-automation-benefits-challenges-sda) · https://www.arcweb.com/blog/audi-siemens-reimagining-shop-floor-virtuals-plcs (https://www.arcweb.com/blog/audi-siemens-reimagining-shop-floor-virtuals-plcs) · https://www.arcweb.com/industry-best-practices/ec4p-audi-ag-creating-it-based-factory-automation (https://www.arcweb.com/industry-best-practices/ec4p-audi-ag-creating-it-based-factory-automation) Enjoyed the episode? Subscribe, leave areview, and share it with your network! Furthermore, you can subscribe toARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters)Chapters: (00:00) Introduction and Welcome (00:30) Discussing Industry Trends and Analysis (01:23) Insights from the SPS Show (02:31) AI and Automation Innovations (07:05) NAMUR General Assembly Highlights (09:30) Autonomous Operations and AI in Industry (17:07) Finding the Sweet Spot of AI (18:16) Introduction to Edge and Cloud Architectures (19:33) Virtualization in Manufacturing (21:38) Challenges and Benefits of Virtualization (24:49) Real-Time and Practical Examples (29:43) Future of Edge Technology Hosts: David Humphrey, Florian Güldner Guests: David Humphrey, Florian Güldner Produced by: ikone productions More episodes at: ·  Spotify (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e)) ·  Apple (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518 (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518)) ·  Youtube https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE (https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE))

12. 

    24 Nov 2025

    Is Industrial Electrification Ready for the Big Shift?

    In this episode, David Humphrey and FlorianGüldner from ARC Advisory Group discuss the latest industry trends anddevelopments, with a deep dive into one of the most pressing topics of today:Industrial Electrification. We kick things off with an overview ofrecent market developments, highlighting new product launches, advances in AIacross industrial operations and key moves in the supplier landscape - includingmajor partnerships, strategic shifts and evolving approaches to energy andautomation. Then, for our Coffee Talk, we’re joined byThomas Menze and Luciano Narcisi from ARC Advisory Group. They explore: · The challenges faced by end users in implementing industrial electrification · The crucial role of energy efficiency as a first step toward electrification · The promising but still maturing technologies in the field · The expected timeline for industry transformation, with many companies aiming for net-zero objectives · The rise of consulting and digital services to support these goals Luciano shares insights from ARC's latestresearch, shedding light on the roadmap that companies are following in theirelectrification journeys and how they’re preparing for a decarbonized future. This episode offers valuable perspectives for companies navigating the energy transition. Want to get in touch?We welcome your topic suggestions, ideas, feedback, and criticism. Feel free toleave us a comment on Spotify or write to us at: info@arcweb-europe.com (mailto:info@arcweb-europe.com). You can alsoreach us on LinkedIn (@arcweb-europe (https://de.linkedin.com/showcase/arcweb-europe/))or YouTube (@ARCadvisory). Furthermore, you can subscribe to ARCwire IndustryNewsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Further readings We’ve linked relevant ARC reports and resources in the show notes or visit: www.arcweb.com (http://www.arcweb.com) · https://www.arcweb-europe.com/ (https://www.arcweb-europe.com/) · https://www.arcweb.com/industry-best-practices/arc-advisory-group-industry-market-update-september-2025 (https://www.arcweb.com/industry-best-practices/arc-advisory-group-industry-market-update-september-2025) · https://de.surveymonkey.com/r/QBCK2LD (https://de.surveymonkey.com/r/QBCK2LD) · https://www.arcweb.com/blog/rockwell-automation-launches-controllogix-5590-controller-advanced-industrial-control (https://www.arcweb.com/blog/rockwell-automation-launches-controllogix-5590-controller-advanced-industrial-control) · https://www.arcweb.com/industry-best-practices/arc-champions-radar-ai-ml-solutions-automation-suppliers (https://www.arcweb.com/industry-best-practices/arc-champions-radar-ai-ml-solutions-automation-suppliers) · https://www.arcweb.com/blog/aramco-yokogawa-achieve-major-milestone-commissioning-multiple-autonomous-control-ai-agents (https://www.arcweb.com/blog/aramco-yokogawa-achieve-major-milestone-commissioning-multiple-autonomous-control-ai-agents) · https://www.arcweb.com/blog/tpg-acquire-ptcs-kepware-thingworx-businesses (https://www.arcweb.com/blog/tpg-acquire-ptcs-kepware-thingworx-businesses) · https://www.arcweb.com/blog/hitachi-energy-blackstone-partner-strengthen-power-grid-services-north-america (https://www.arcweb.com/blog/hitachi-energy-blackstone-partner-strengthen-power-grid-services-north-america) · https://www.arcweb.com/blog/schneider-electric-launches-schneider-boost-pro-battery-energy-storage-system-smarter-building (https://www.arcweb.com/blog/schneider-electric-launches-schneider-boost-pro-battery-energy-storage-system-smarter-building) · https://www.arcweb.com/blog/google-nextera-energy-revive-decommissioned-iowa-nuclear-facility (https://www.arcweb.com/blog/google-nextera-energy-revive-decommissioned-iowa-nuclear-facility) · https://www.arcweb.com/blog/ge-vernova-acquire-full-ownership-prolec-ge-strengthen-electrification-grid-operations (https://www.arcweb.com/blog/ge-vernova-acquire-full-ownership-prolec-ge-strengthen-electrification-grid-operations) · https://www.arcweb.com/blog/schneider-electric-lays-out-strategic-vision-electrification-automation-digitalization (https://www.arcweb.com/blog/schneider-electric-lays-out-strategic-vision-electrification-automation-digitalization) Enjoyed the episode? Subscribe, leave areview, and share it with your network! Furthermore, you can subscribe toARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Chapters (00:00) Introduction to Industry Talks (00:35) Recent Updates in Industrial Indices (01:28) Key Topics in Industrial Automation (02:40) PTC's Major Announcements (04:26) AI Champions Radar (05:57) Main Topic: Electrification (06:25) Electrification News Highlights (07:01) Schneider Electric's Innovations (08:47)  Energy and Sustainability Trends (13:27) Challenges in Industrial Electrification (17:19) Future of Industrial Electrification Hosts: David Humphrey, Florian Güldner Guest: Luciano Narcisi, Thomas Menze Produced by: ikone productions More episodes at: · Spotify (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=a598076ac6a14b3e)) · Apple (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518 (https://podcasts.apple.com/tt/podcast/industry-talks-by-arc-advisory-group/id1848323518)) · Youtube https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE (https://youtube.com/playlist?list=PLRvAuS1b455RfGRBtnQI_-ePTItfIfi3F&si=FMMlpaZiZrp1rssE)

13. 

    27 Oct 2025

    OT Cybersecurity, AI in Industry & What’s Next for Automation?

    In our debut episode, David Humphrey and Florian Güldner from ARC Advisory Group sit down for a conversation on industrial transformation - from automation strategies and AI integration to evolving end-user demands and ecosystems. Then, for a Coffee Talk, we are joined by Thomas Menze, ARC Senior Analyst and expert for process automation and OT cybersecurity, to explore: • The real-world challenges industrial end users face when securing their control systems • Why cybersecurity in operations is no longer a one-off project, but a continuous process • How AI is being used to build both attacks and defenses • What’s driving the growth of managed services in OT environments • How companies can respond to the skills gap in cybersecurity and automation Thomas also shares what plant managers, system integrators, and operations leaders need to consider when building a resilient cybersecurity strategy - especially in complex industrial environments. This episode kicks off a series of conversations from ARC Advisory Group Europe, focused on technology, strategy, and transformation across the industrial world. Want to get in touch? We welcome your topic suggestions, ideas, feedback, and criticism. Feel free to leave us a comment on Spotify or write to us at: info@arcweb-europe.com (mailto:info@arcweb-europe.com). You can also reach us on LinkedIn (@arcweb-europe (https://de.linkedin.com/showcase/arcweb-europe/)) or YouTube (@ARCadvisory) (https://www.youtube.com/@ARCadvisory). Furthermore, you can subscribe to ARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Further reading We’ve linked relevant ARC reports and resources in the show notes or visit: www.arcweb.com (http://www.arcweb.com) • GE Vernova Sells Proficy Industrial Software Portfolio to TPG for $600 Million | ARC Advisory Group (https://www.arcweb.com/blog/ge-vernova-sells-proficy-industrial-software-portfolio-tpg-600-million) • Schneider Electric, NVIDIA Co-Engineer GB300 NVL72 Power and Cooling Frameworks | ARC Advisory Group (https://www.arcweb.com/blog/schneider-electric-nvidia-co-engineer-gb300-nvl72-power-cooling-frameworks) • Hitachi to Acquire Synvert to Accelerate Agentic and Physical AI Growth | ARC Advisory Group (https://www.arcweb.com/blog/hitachi-acquire-synvert-accelerate-agentic-physical-ai-growth) • COPA-DATA Announces Virtual DCS for Pharma Industry | ARC Advisory Group (https://www.arcweb.com/blog/copa-data-announces-virtual-dcs-pharma-industry) • IAA and Drinktec: A Tale of Two Trade Fairs | ARC Advisory Group (https://www.arcweb.com/industry-best-practices/iaa-drinktec-tale-two-trade-fairs) • Champions Radar: European Industrial Cybersecurity Services | ARC Advisory Group (https://www.arcweb.com/industry-best-practices/champions-radar-european-industrial-cybersecurity-services) • @ARCadvisory WebWindow on Industrial Cybesecurity Services - YouTube (https://www.youtube.com/watch?v=-Vy_4Z3xV38) • ARC Champions Radar: Industrial Data Platforms | ARC Advisory Group (https://www.arcweb.com/industry-best-practices/arc-champions-radar-industrial-data-platforms) Enjoyed the episode? Subscribe, leave a review, and share it with your network! Furthermore, you can subscribe to ARCwire Industry Newsletter at: https://www.arcweb.com/about/newsletters (https://www.arcweb.com/about/newsletters) Chapters: (00:39) Key Industry Trends Overview (00:57) GE's Transformation and Software Trends (03:24) The Future of DCS and Virtualization (06:27) AI Partnerships and Market Impact (09:13) Insights from the IAA Mobility Show (11:44) Highlights from Drinktec (13:28) Conclusion and Call to Action (14:03) Discussion on Industrial Cybersecurity (14:54) Latest Challenges in Cybersecurity (17:05) Is my plant secure after one visit? (18:44) Trends in the implementation of industrial Cybersecurity Hosts: David Humphrey, Florian Güldner Guest: Thomas Menze Produced by: ikone productions More episodes at: • Spotify (https://open.spotify.com/show/37B9kNLc6MyH3oWQNN0wVL?si=b1477538d3cd4616) • Apple (https://podcasts.apple.com/de/podcast/industry-talks-by-arc-advisory-group/id1848323518) • Youtube (@ARCadvisory) (https://www.youtube.com/@ARCadvisory)

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Spotify

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6 ratings

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