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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 potential AI bubbles which often get confused: 1) AI capability, 2) enterprise ROI, 3) infrastructure payback, and 4) equity valuations. The...
Mid-2026 industrial AI pulse check: Is this the year of agentic AI?
In short IoT Analytics assesses that many enterprises are entering the agentic & autonomous operations phase of the IoT Value–Maturity Curve in 2026. AI was the #1 topic of CEOs as we entered 2026, with discussions of agentic AI on the rise, and Cisco’s CEO called 2026 a turning point for AI and the year of agentic applications. Below, we note AI developments based on IoT Analytics research...
AI in machine building 2026: Adoption, barriers, use cases, and leading sub-industries
In short 96% of machine builders are in some stage of AI, according to IoT Analytics’ 121-page AI Adoption in Machine Building 2026 report. Here, the IoT Analytics team shares 6 key findings from the report: 1) A breakdown of the 96% stat, 2) top AI adoption barriers, 3) top AI use cases in machine design, 4) top AI use cases in machine building, 5) top AI use cases in the smart machines these...
7 data center trends to watch—as seen at Data Centre World London 2026
In short Data Centre World London 2026 was in full swing in March 2026 in London, UK, with over 19,000 attendees. IoT Analytics conducted 50+ interviews on-site, producing a 36-page event and trends report with 26 individual data center trends. 7 of the standout data center trends are shared in this article, including the move to higher rack densities (1MW+), liquid cooling innovations, 800V DC...
SPS 2025: How Siemens, Beckhoff, Rockwell, ABB, and peers are positioning for industrial automation’s future
In short The current state of industrial automation was on full display at SPS Fair 2025. IoT Analytics had 4 analysts on the ground to uncover the latest trends. The team shares its initial highlights from 8 of the biggest industrial automation vendors here. Why it matters SPS is one of the world’s most important industrial automation fairs. The showcased technologies are widely applicable to...
Data center infrastructure market: AI-driven CapEx pushing IT and facility equipment spending toward $1 trillion by 2030
In short Data center equipment and infrastructure spending reached $290 billion in 2024, largely underpinned by hyperscaler CapEx, according to IoT Analytics’ 186-page Data Center Equipment & Infrastructure Market Report 2025–2030. 7 key IT and facility data center infrastructure segments are the main beneficiaries of this spending, with sustained double-digit growth expected for each...
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