Industrial macro update Q3 2026: Germany and Japan extend their manufacturing upturn, led by electronics and machinery orders
In short Germany and Japan flipped from contraction to expansion in 2026, with August PMIs of 54.3 and 54.9 (Germany briefly above the US). Computer & electronics and machinery lead order growth, driven by AI infrastructure (US), domestic spending (Germany), and...
Are we in an AI bubble? – What our analysis says (and why the answer is no)
In short Based on IoT Analytics’ Generative AI & Agentic AI Market Report 2026–2032 (published September 2026) and the corresponding AI data center CapEx payback model, we do not see a widespread AI bubble, contrary to the prevailing mood. There are 4...
What CEOs talked about in Q3 2026: AI, tariff refunds, and rogue agents
In short According to IoT Analytics’ latest What CEOs Talked About update, AI remained the top topic in CEOs’ minds in Q3 2026. Discussions around tariff refunds rose sharply, while discussions about the tariffs themselves dropped slightly. Recent reports...
The AI trust gap in design and engineering software
In short 87% of engineering decision-makers expect AI to be embedded in their core design and engineering software, according to IoT Analytics’ Design & Engineering Software Adoption Report 2026. While they see value in activities like simulation...