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Schneider Electric and Siemens are moving further into software as ABB puts its weight behind physical equipment, according to the Financial Times. The contrast is a useful snapshot of how industrial companies are choosing where to place their bets as AI reshapes the sector.
Why it mattersThe report’s headline and summary identify the strategic split, but the supplied evidence gives no further detail on the companies’ plans. Still, the choice matters: software and physical equipment are different routes to serving an industry investing around AI.
Discuss: Which strategy looks more durable for industrial firms: owning more of the software layer, or doubling down on the equipment?
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