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Why Dashboards Die and Decision Loops Win

Why Dashboards Die and Decision Loops Win

TL;DR

Dashboards were built for a world where humans were the throughput constraint.

Decision loops are built for a world where machines are the throughput constraint.

Decision loops expose decision debt, eliminate inconsistency, scale judgment, and create learning systems, which is why Decision Velocity (speed × accuracy × effectiveness) is quickly becoming the new measure of AI ROI and yardstick of AI initiative success.

This article launches a larger series on how enterprises operationalize AI built from my latest research report, Decision Velocity in the Agentic Era: Architecting for Decision Automation.

AI Needs a Job Description, Not Another Playground

Enterprises have spent the past 18 months experimenting with AI. Copilots … piloted, Chatbots stitched across siloed tools, and Models with no guardrails or owners.

But boards and CFOs now demand exponential efficiency and thinking at the right scale when it comes to leveraging AI, not more playgrounds. AI needs a job description.

What decision does it own? What outcome does it drive? What guardrails apply? What context is required? What measures apply?

Dashboards can’t answer those questions. Decision loops can.

1. Dashboards Describe. Decision Loops Decide.

Dashboards were revolutionary in an era where the human was the throughput constraint. Dashboards provide visibility, KPIs, and a stable understanding of what happened.

But today, the constraint has flipped. Even as AI-augmented analytics deliver the very necessary accelerated insights, every CDAO and CAIO I speak with says the same thing:

“We don’t struggle with insight. We struggle with action.”

Signals arrive too quickly, exception scale too widely, and the market demands more.

That's why decision loops become the backbone of Enterprise AI: signal (sense/learn) → context (understand) → decision (recommend) → actionlearning (refine)

Dashboards live in one step of that loop. Enterprises need the full cycle.

2. The Real Bottleneck Isn’t Data. It’s Decision-Making.

OK, data quality is key, but most enterprises aren’t data-poor. They’re decision-poor.

The operational gap shows up everywhere: fraud signals detected too late, churn alerts ignored, supply chain delays unaddressed, pricing interventions missed, claims reviews stuck in queues, etc.

This doesn’t happen because the data isn’t visible. It happens because the decision logic is unclear:

  • unclear guardrails
  • tribal knowledge and rules in people's heads and "shadow rules"
  • conflicting interpretations of the same metrics or understanding of what context is missing
  • no clarity on what “good” looks like, or even how we measure/evaluate decision quality
  • brittle rules buried in apps

Dashboards hide the problems. Co-pilots only accelerate awareness, not execution, so they don't help. Decision loops surface problems, measure it, and eliminate it.

This is the first major reframe in enterprise AI adoption. You don’t scale models. You scale decisions and the rest follows.

3. The First Wins Will Be Process Decisions Because They're Observable and Owned

Here’s what the industry is already seeing across early adopters and fast followers achieving ROI: The fastest returns come from operational decisions embedded within processes.

Whether it involves invoice matching, replenishment, credit underwriting, claims adjudication, fraud triage, or customer routing, the shift from pilots to process automation has begun.

Why? Because these drive decision automations that are:

  • measureable
  • repeatable
  • easy to instrument
  • governable
  • and importantly, have clear KPIs ownable by someone

This is why “AI for operations” has already gained mindshare across executive teams, industry event stories, and dominating the early wins. 

4. Governance Isn’t a Tax. It’s Runtime Infrastructure.

Here’s the shift most enterprises haven’t made, but all are discussing: Governance used to be documentation. Now it’s execution. It allows AI to move at machine speed without creating machine-scale risk.

When semantics, constraints, lineage, guardrails, and rules + models + logic is grounded in context and embedded into decisions:

  • overrides become explainable
  • trust scales, allowing greater automation scope
  • straight-through processing increases as errors and exceptions shrink
  • compliance becomes continuous
  • automation becomes safe

This is one of the biggest white spaces vendors are missing to support Enterprise AI, and we see the market already moving fast to try to fill the gap first.

5. Learning Becomes the Loop

Dashboards don’t learn. Co-pilots don’t learn. Decision loops do.

Decision loops are necessarily instrumented to measure decision velocity: every override, exception, confidence score and fairness threshold, guardrail breach, every model drift … and downstream outcomes.

Once captured, what's critical is the speed at which the system incorporates corrections into the next decision. Telementry enables SMEs to refine the “actual” logic to use and improve rules and adjust thresholds, even as data teams tune models and evaluation/drift detection, adjust guardrails, and ultimately rethink and redesign workflows.

The loop improves … and reflects best practices to match the iterative nature of AI-driven/agentic projects.

This Article Kicks Off a Larger Arc. Follow Along.

This post kicks off a broader series on Decision Velocity describing how leading enterprises are moving up the learning curve from insights → action → governed decision automation.

Here’s some of what’s coming:

  • Where to Start: Identifying Low-Hanging, High-Value Decisions
  • Process Automation as the First Big Win
  • Governance as Runtime Infrastructure
  • Decision-Centric Architecture (DCA) blueprint that sits on top of existing systems.
  • Context, Tribal Knowledge & Guardrails
  • From Data Integration & Orchestration to Decision Orchestration
  • Decision Loops & Observability

If you’re a CDAO, CAIO, or vendor building toward the data-to-decision stack, follow along, comment below, or better yet. connect with me and let’s discuss.

I’ll be updating this page with new content, and each part of this arc will link back here so you can jump straight into the components that matter most to you.

You can read more

 

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Dell brings more automation to Nvidia AI factory deployments

Dell brings more automation to Nvidia AI factory deployments

Dell Technologies said it adding more automation to Nvidia AI Factory deployments using blueprints that automate more than 30 manual steps and can get customers into deployment in as few as 10 clicks.

The news, announced at SC 2025, comes as Dell has landed more than 3,000 customers for its AI factories including Lowe's and Zoho, which uses Dell infrastructure to power its Zia LLMs. Sandisk was also cited as a customer.

Varun Chhabra, a Senior Vice President of Infrastructure (ISG) and Telecom Marketing at Dell, said the company has been working closely with Nvidia to automate, reduce latency and add tools that can move enterprises from proof of concept to production quickly.

"We're really driving down latency, reducing the pressure on GPUs and ultimately costs so customers are able to scale from POCs to production," said Chhabra, who said there's a blend of automation, technology and services needed to get customers where they want to go. See: Dell Technologies ups revenue outlook due to AI infrastructure

Here's a breakdown of Dell's AI Factory announcements with Nvidia, AMD, Cohere and others.

  • Dell expanded its automation platform to streamline enterprise AI deployments. the software-driven tools are coupled with services to validate pilots and move workloads to production.
  • Dell Automation Platform is focused on the Dell AI Factory with Nvidia and features Dell PowerEdge XE7740/XE7745 servers featuring Nvidia RTX PRO 6000 and H200 Tensor Core GPUs.
  • The company said that its Dell PowerEdge XE8712 server has the highest GPU density with 144 Nvidia B200 GPUs per rack. Dell added that it is also integrating its PowerScale and ObjectScale systems with Nvidia's NIXL library, support for Nvidia's Spectrum-X and Red Hat OpenShift. ObjectScale has support for S3 tables and S3 vector for AI native search.

Dell is also expanding its multi-vendor AI factory approaches with the following:

  • Dell PowerEdge XE9785/XE9785L servers feature AMD Instinct MI355X GPUs. The systems can use air or liquid cooling options.
  • Dell PowerEdge R770AP has Intel Xeon 6 P-core 6900 series processors.
  • Dell PowerSwitch Z9964F-ON/Z9964FL-ON switches are powered by Broadcom Tomahawk-6 for AI fabrics and high-performance data centers.

Deania Davidson, Senior Director of Product Planning and Management for Dell's AI Server and Networking portfolio, said the company is leveraging direct-to-chip cooling for consistent performance and energy efficiency.

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Frontline workers get their AI moment

Frontline workers get their AI moment

Frontline workers are having a moment as their importance in the age of AI grows across multiple sectors, including manufacturing and industrial enterprises, and organizations flatten. With all the talk of digital workers and AI agents taking jobs, frontline workers may wind up mattering more.

Two industrial conferences last week from QAD | Redzone and IFS highlight the trend, which Constellation Research has analyzed in two recent reports. Constellation Research CEO R "Ray" Wang noted that there's a "once-in-a-generation opportunity to blend autonomous digital labor with human experiences" that will create "a new category of frontline worker productivity."

"Success will require a level of contextual relevancy that is anticipatory. Based on experiences with more than 2,000 global clients, Constellation presents a future framework where services are delivered by hybrid teams of humans and agents. The revolution in frontline workers has begun, and organizations that adapt will thrive," said Wang.

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Constellation Research analyst Mike Ni said that the new era revolves around decision velocity. "Winners won’t outmodel rivals or win based on the number of pilots launched but, rather, by the recurring decisions automated and the outcomes improved," said Ni. "Enterprises stuck in pilots will fall behind irreversibly within five years. Decision velocity represents the compounding advantage of turning data investments into governed decision services that continuously learn."

Simply put, data to decision velocity likely means that frontline workers become the new lead singers for enterprises. The band is enterprise data and AI (agentic or otherwise). Simply put, the humans in the AI loop are likely to be frontline workers.

Here's a tour of how vendors are trying to address the new frontline worker AI age.

QAD | Redzone

QAD | Redzone's focus is mid-market manufacturers consisting of a platform for enterprise resource planning (QAD), connected workforce software (Redzone) and Champion AI, which is a set of AI agents designed to be connective tissue across use cases.

At the company's Champions of Manufacturing Americas conference in Dallas, CEO Sanjay Brahmawar said the plan is to "bring information and data right into the hands of frontline workers."

With the help of automaton, process optimization and AI agents, frontline workers can make better calls and call the shots in the automation workflow.

Ken Fisher, President of Redzone, said QAD | Redzone's goal with Redzone is to leverage AI and frontline workers as a tag team to create a feedback loop that drives productivity and faster decisions.

There's also a cultural win too. "We provide culture change at scale where operators have ownership. They know what their targets are and what their losses are and they're empowered to do something about it," said Fisher.

IFS

Speaking at IFS' Industrial X Unleased conference in New York, IFS CEO Mark Moffat made the case for physical AI as a way to make industrial operations more autonomous.

IFS announced partnerships with Anthropic, Siemens, Boston Dynamics and 1X Technologies to embed AI, digital workers and robotics into industrial use cases. You'd think that this AI-meets-industrial strategy would mean fewer workers.

Instead, Moffat is betting few if any humans will be replaced. Moffat's take is that AI can retool industrial infrastructure while maintaining jobs. Manufacturing already faces sever worker shortages.

According to Moffat, there are multiple trends pointing to the power of AI and industries including aging industrial infrastructure, labor shortages and retiring expertise and the need for automation and faster decision-making.

And who will make the tough calls in industrial AI? Likely frontline workers with an AI assist.

"AI Applied can embedded in real processes built for the real jobs and the work to be done. Industrial AI applied is about putting that AI capability straight into the hands of workforces, people in the front line. That's where the rubber hits the road,” said Moffat. "Applied AI is different. It's in context. It's in day to day operations. It's built for reality. The requirement for this AI capability needs to be offline, fully in context at all times, and mindful of safety. It's built the people doing the actual work on the ground, running a line, inspecting a substation and keeping people safe."

Jason McMullen, President and CIO for offshore drilling company Noble Corp., said the win for frontline workers and AI is documentation for institutional knowledge. McMullen said that there are only so many electricians and mechanics on a rig and some of them rotate. In other words, some frontline workers may be dealing with an issue they've never seen before.

"Some of these workers are in isolation. Having AI feed data to you to make a decision is critical," said McMullen. "Having a human in the loop is critical for us, but it's also about letting the humans know when they need to be in the loop.”

UKG

Perhaps it's easier to connect the dots between AI, automation and human frontline workers in manufacturing and industrial settings, but there's also a play for other verticals such as retail.

UKG at its Aspire conference earlier this month rolled out a series of AI agents and assistants to transform the frontline worker experience.

The company outlined the following:

  • A vision for UKG's Workforce Operating Platform that would use agentic AI to reshape the flow between people, technology and frontline work. The key words for UKG are orchestration, AI and data to enable enterprises to be more proactive.
  • UKG also announced its Workforce Intelligence Hub, which provides end-to-end visibility into frontline operations. The insights in the Workforce Intelligence Hub can better activate AI agents, hone frontline hiring processes and align labor and customer demand via UKG's Dynamic Labor Management.
  • UKG plans to roll out its agentic AI applications throughout 2026.

According to UKG, AI can give frontline workers better experiences by giving them a conversational interface to access schedules, punches, benefits and HR information and payroll. UKG isn't alone. Workday, Salesforce and ServiceNow, which is also a UKG partner, are among multiple SaaS companies are aiming to court frontline workers.

In a 2026 megatrends panel at UKG Aspire, frontline worker engagement was flagged as a critical issue. Frontline workers need engagement and career paths. UKG quoted Ty Breland, CHRO at Marriot, saying that AI isn’t going to replace the human touch — it’s going to bring it forward."

Indeed, Constellation Research's Supernova 2025 awards featured a few finalists including Spacetel, Doctor Care Anywhere and SavATree that delivered ROI by engaging frontline workers.

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AI, Biohacking & the End of Competition: Rewiring How We Work and Win | DisrupTV Ep. 418

AI, Biohacking & the End of Competition: Rewiring How We Work and Win | DisrupTV Ep. 418

Inside DisrupTV Episode 418: AI Startups, Biohacking Leadership & the Power of Uncompeting

In this new episode of DisrupTV, hosts Vala Afshar and R "Ray" Wang dive into the rapidly shifting worlds of AI entrepreneurship, leadership science, and the cultural shift from competition to collaboration. Joined by an exceptional lineup—Ed Addison (NC State University), Dr. Scott Hutchison (author of Biohacking Leadership), and Ruchika T. Malhotra (author of Uncompete)—this episode uncovers what it takes to succeed in an AI-driven, human-centered future.

AI Startups, Data Capital & the Evolving Entrepreneurial Landscape

Ed Addison, a professor, entrepreneur, and author, breaks down the seismic shifts happening in startup ecosystems—especially for AI-driven companies. Gone are the days when product alone determined success. Today, intelligence, data capital, and multi-agentic business models increasingly shape the competitive edge.

Addison highlights:

  • AI-first startups face higher barriers to entry and fierce competition.
  • Success rates remain slim: AI startups average ~5% success, and even experienced entrepreneurs face <10%.
  • Data-rich companies will dominate, while traditional VC funding models may fail to fully understand AI-native economics.
  • By 2030, many corporations will manage hybrid workforces of humans + AI agents, requiring new management frameworks.

He also teases his upcoming novel Probability of Doom—a fictional exploration of AI risk, autonomy, and unintended consequences in a hyper-automated world.

AI, Automation & the Future of Corporate Value Creation

The conversation turns to the macro impact of AI on corporations and the workforce.

Key themes include:

  • AI exponentials will soon deliver 80–90% of digital labor, transforming how work gets done.
  • Corporations may see rising profits—but society must confront the resulting employment and opportunity gaps.
  • Businesses will need far deeper knowledge of their customers to deliver differentiated value efficiently.

This segment frames a central question: What is the future of work when AI automates most work?

Biohacking Leadership: The Science of Warmth, Competence & Gravitas

Dr. Scott Hutchison—leadership professor, theater practitioner, and author of Biohacking Leadership—dives into the biological and behavioral science behind how leaders influence others.

Hutchison explains that leadership is not just a skillset; it’s a biological phenomenon shaped by signals our bodies send and receive. Using improv techniques and behavioral science, he identifies 18 key leadership signals, with three standing out:

  • Warmth – emotional accessibility
  • Competence – clear capability and reliability
  • Gravitas – depth, seriousness, and the ability to create shared value

Gravitas, he notes, isn’t natural talent—it can be trained. Leaders who understand and control their biological signals can "read rooms," reduce friction, and create stronger human connection.

His work bridges neuroscience, psychology, and performance to help leaders thrive amid uncertainty and complexity.

Uncompeting: Ruchika Malhotra’s Framework for Collaborative Success

Ruchika T. Malhotra, author of Uncompete, challenges the deeply ingrained cultural norms around competitive hustle.

Instead of fighting for individual advancement, she argues, leaders and organizations should cultivate:

  • Collaboration over isolation
  • Abundance mindsets over scarcity thinking
  • Shared wins instead of individual victories

Malhotra shares:

  • Competition often masks burnout, insecurity, and performative overachievement.
  • We must rethink what “success” means in communities obsessed with productivity.
  • Uncompeting doesn't mean lowering ambition—it means redirecting energy toward collective uplift and healthier outcomes.

Her personal stories—including conflicting parental philosophies, cultural expectations, and the pressure to “perform success”—bring authenticity and relatability to her mission.

Leadership Rewired: What It Takes to Thrive Going Forward

Across the episode, a unifying theme emerges:

Leadership is being rewired on every dimension—biological, technological, emotional, and cultural.

Today’s leaders must:

  • Understand AI deeply enough to guide teams and strategy.
  • Harness behavioral science to build trust and connection.
  • Abandon outdated competition frameworks and embrace inclusion and collaboration.
  • Rethink success as something created with others, not against them.

As R "Ray" Wang notes, these shifts aren’t just trends—they’re becoming prerequisites for organizational survival.

Final Thoughts: Innovation Starts Within

DisrupTV Episode 418 pushes us to rethink how we build companies, lead teams, and define success in an AI-accelerated world. From multi-agentic corporations to biohacked leadership signals to rejecting outdated competition norms, one message stands out:

The future belongs to leaders who combine intelligence (human + AI), emotional depth, and a collaborative mindset.

This episode is a must-watch for founders, executives, analysts, and anyone invested in the intersection of AI and human leadership.

Related Episodes

If you found Episode 418 valuable, here are a few others that align in theme or extend similar conversations:

 

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Fortinet: A Security Platform Story Built on Chips, Fabric, and Patience

Fortinet: A Security Platform Story Built on Chips, Fabric, and Patience

I recently spent a couple of days at Fortinet’s analyst summit in Sunnyvale. The conversations with Fortinet’s executive leadership team felt refreshingly grounded. No forced big-bang announcements. Instead, the focus was on how 25 years of engineering work shaped the company’s platform and why those choices matter more now as security shifts toward hybrid deployments and AI workloads.

Many vendors today talk about platforms. Most mean a sales bundle rather than a true platform. Fortinet means shared OS, shared agent, shared silicon, and shared telemetry. That is the foundation it has been building toward for more than a decade, and much of the summit was about showing how that foundation is starting to pay off for customers.

DNA rooted in patient engineering

Fortinet’s trajectory begins with a founder-led culture focused on engineering quality and customer trust. Over time, three characteristics became clear differentiators:

Customer-centricity
The company has prioritized practical adoption paths rather than dramatic rip-and-replace moves. Many platform capabilities are accessible through existing deployments, which supports gradual evolution.

An engineering mindset
Building custom ASICs and a unified OS early on required patience and long-term investment. This approach helped Fortinet avoid short-term pivots and stay focused on performance, integration depth, and scale.

A slower but steadier approach
Fortinet avoided growth-at-any-cost and chose to invest in R&D and mostly organic execution. Today, it serves a large global customer base including a strong presence across Fortune 100 customers and critical infrastructure sectors. The company holds more than 1,300 patents, with a significant number focused on AI.

Strong roots, deliberate expansion

A helpful way to understand Fortinet’s strategy and growth is to look at three decisions that shaped its trajectory:

1) Build security around purpose-built silicon

From the beginning, Fortinet chose to design its own ASICs. This took more time and capital than relying on commodity CPUs, but it gave the company meaningful control over performance and efficiency. Today, as encrypted and east-west traffic grows and AI workloads stress networks, those chips allow customers to inspect and secure more traffic without unacceptable performance or power tradeoffs. Current FortiASIC generations support NGFW, IPS, SD-WAN, segmentation, and SSL inspection efficiently, giving customers scale without adding cost or architectural complexity. This investment is likely to matter even more in a post-quantum world.

2) Treat software as a unifying engine

Fortinet’s core operating system, FortiOS, spans firewalls, SD-WAN, SASE, endpoint, and security operations. Early on, what began as a simple VPN agent grew into a unified agent supporting ZTNA, EPP/EDR, and DLP. Because everything runs on a single OS, Fortinet could expand capabilities without introducing new agents, consoles, or deployment paths. This gives customers a practical way to move toward modern access and endpoint controls using the footprint they already have, reducing integration lift and encouraging natural platform adoption.

3) Build a fabric that connects everything

About 10 years ago, Fortinet introduced its Security Fabric to connect products through shared telemetry, shared policy, and shared analytics. FortiGuard Labs feeds this system with roughly seven billion threat signals per day, which strengthens detection and response across the environment. Since the fabric runs on the same OS, agent and silicon, new capabilities plug in cleanly, giving customers more value as they expand.This is platformization through architecture rather than SKU grouping, helping teams lower operational friction while improving context across networks, endpoints, and cloud environments.

[Source: Fortinet]

Unified SASE: users, branches and factories

Fortinet’s early choice to extend its original VPN agent rather than create new clients over time gives customers a straightforward path to modern access controls. Because the same agent now supports ZTNA, EPP/EDR, and DLP, organizations running SD-WAN and VPN often have the foundations to enable ZTNA with little added effort or cost. This helps them move away from perimeter-based access and toward user, device, and posture-driven policies without a major re-architecture.

That architecture also supports Fortinet’s growing SASE business. With FortiOS and the unified agent working across campus, branch, remote workers, and cloud traffic, customers can use a single approach for secure access. More than 170 global POP locations reinforce this model by placing security inspection and policy closer to users and applications, improving performance and consistency across hybrid deployments.

In operational technology (OT) environments, Fortinet focuses on enforcement through rugged FortiGate appliances, segmentation, and secure remote access. FortiGuard Labs adds OT-specific threat intelligence and protocol coverage, while partners such as Nozomi and Claroty provide deeper domain visibility. This pairing lets customers apply consistent security and policy where they need it, while still benefiting from partners who understand the nuance of industrial networks.

Together, ZTNA, SASE, and OT capabilities extend the same FortiOS + agent + enforcement model from the user edge through factories and field sites. Customers gain coverage without managing separate stacks or fragmented workflows.

One platform, one data lake: modernizing the SOC

Fortinet sees traditional SIEM and SOAR deployments as powerful but difficult for many teams to operate. Most organizations struggle with integration, tuning, and staffing. By anchoring SIEM, SOAR, XDR, and threat intelligence to a single data lake through FortiAnalyzer, Fortinet intends to reduce that burden. Logs and telemetry across the fabric feed a common store, which keeps investigations, reporting, and automation aligned to the same data and context. FortiAI-Assist accelerates investigations and guided response, helping analysts work faster and focus on higher-value decisions.

This approach turns SOC growth into a staged journey rather than a disruptive transition. Customers keep building on the same data foundation as they mature, which helps them get more value from their telemetry while reducing complexity and overhead.

Cloud and AppSec: expanding the surface

Cloud security evolved quickly and created space for companies such as Wiz to gain early traction. Fortinet is now building more depth in this area through a mix of organic development and targeted acquisitions. Lacework adds CNAPP capabilities, and Next DLP strengthens data security. These join Fortinet’s tools such as FortiAppSec and FortiAIGate, which extend protection across web applications, APIs, and AI workloads.

Because these tools operate on the same FortiOS and fabric telemetry, customers can gain cloud and application coverage without managing isolated platforms. This helps them protect critical workloads across hybrid deployments with more consistent control, policy, and context. The opportunity ahead is to deepen visibility from code to cloud to runtime so that teams can follow application, identity, and data signals across environments. Customers want one view of workload posture, API exposure, and data flows, and Fortinet’s architecture gives it a path to grow into that space.

My View: Staying ahead means going deeper

1) Depth in cloud and AppSec needs to accelerate
Fortinet has a strong foundation in network security and enforcement, but customers are shifting toward protecting applications, data, and identities across hybrid multi-cloud environments. Lacework and Next DLP help, and products such as FortiAppSec and FortiAIGate show progress. The opportunity now is to deepen visibility and control from code to cloud to runtime so that security can follow applications wherever they live. Buyers today expect a single context across workloads, APIs, users, and data. This remains a competitive space, and deeper integration here will be important for long-term relevance.

2) Continued ASIC and POP expansion will reinforce the platform
Custom silicon gives Fortinet a real performance and power-efficiency story. As more data and AI workloads move through distributed environments, this advantage can matter even more. The build-out of more than 170 POPs supports hybrid deployments by placing compute and inspection close to users and applications. Continued investment in ASIC capability and POP footprint can strengthen Fortinet’s value in SASE and distributed cloud networking. The combination of silicon and POPs is a differentiator that many software-only security vendors cannot match.

3) The platform value story must become more explicit
The shared OS, agent, and data lake are the core of Fortinet’s platform. The company will benefit from showing where this architecture improves time to value, detection accuracy, and SOC productivity. Buyers continue to debate best-of-breed versus platform. Many still choose a mix of tools because the benefits of consolidation are unclear. Fortinet can win by explaining the practical benefits of shared policy, shared AI, and shared telemetry across endpoints, networks, cloud, and SOC. Customers appreciate simple integrations, consistent workflows, and measurable efficiency gains.

4) Transition to solution-centric and SaaS is healthy but will take discipline
Fortinet is moving from product-centric selling to solution-led outcomes delivered through SaaS and flexible pricing models, including marketplaces. Maintaining the “Rule of 45” during this shift will require careful execution. The company’s founder mentality has historically supported disciplined growth, which helps in transitions like this. The real test will be how quickly customers adopt cloud marketplaces, usage-based pricing, and managed offerings. Trust, quality, and strong economics would be key factors.

5) FedRAMP could open a new growth frontier
Fortinet already sells into state, county, and municipal accounts. Once it achieves FedRAMP, the federal market could unlock meaningful scale. Federal verticals value trusted vendors with performance, power efficiency, and strong OT/critical infrastructure capabilities. Fortinet checks those boxes. The combination of secure networking, SASE, and SOC platform could position the company well when certification arrives. This is likely a multi-year opportunity that could shift the growth mix in a meaningful way.

Final Thoughts

Fortinet has spent years building around a shared OS, agent, silicon and data foundation. That patience is becoming a competitive advantage as organizations move toward hybrid deployments and AI workloads. The company’s platform now spans networking, access, SOC and cloud, with the same architecture running underneath.

There is still meaningful work ahead, especially across cloud and application security. But the direction is clear. Fortinet is evolving beyond a products mindset toward solutions and SaaS models, while staying grounded in engineering fundamentals and financial discipline. If execution keeps pace, the platform’s consistency and breadth will remain a compelling option for customers looking for coherence in a fragmented security landscape.

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Quantum computing pure plays duel with giants, rivals

Quantum computing pure plays duel with giants, rivals

Quantum computing's pure plays have bulked up balance sheets and continue to bet they can upend larger rivals backed by big corporations including Alphabet, IBM and Honeywell.

In recent weeks, Google, IBM and Quantinuum have outlined roadmaps and quantum computing milestones. Meanwhile, the pure play quantum companies have surged on Wall Street (and given a big chunk of those gains back) with more going public. For instance, Infleqtion, which is focused on neutral atom architecture, will go public via a merger with special purpose acquisition company Churchill Capital Corp X.

The results from the quantum computing pure plays land after Google outlined advances in its Willow processor and Quantinuum launched its next-gen Helios system. Toss in IBM's quantum computing efforts and it's pretty clear that the pure plays in quantum computing are Davids trying to slay Goliath (or a series of them). Those aforementioned giants are all focused on superconductors to drive quantum systems.

Rigetti is also aligned with superconducting, but D-Wave is focused on annealing and IonQ plays in the trapped ion space. Simply put, there's a VHS-Betamax moment ahead, but it remains to be seen how long until a clear winner is declared.

What is clear is that the pure play quantum providers have floated shares to raise capital. IonQ has $1.5 billion in cash and equivalents as of Sept. 30 and $3.5 billion following a $2 billion equity offering in October. D-Wave had a cash balance of $836.2 million and Rigetti checked in with $600 million in cash and equivalents. In other words, there's enough funding to surf the quantum computing technology shifts.

Nevertheless, it's also clear the market is immature. Rigetti reported third quarter revenue of $1.9 million. D-Wave had third quarter sales of $3.7 million. IonQ, the largest of the publicly traded pure plays in quantum, had third quarter revenue of $39.9 million and projected more than $100 million in revenue. IonQ has bulked up via acquisitions and aims to offer an integrated stack of quantum compute, networking, sensing and security.

Constellation Research analyst Holger Mueller said:

"The quantum space is in an interesting phase, as we see both the giants and the Davids. The interesting thing is that the Davids often are older than the giants, so they have adapted to the new competitive landscape and state of quantum. Usually though we should see a new generation of Davids pop up - but it looks like the hardware window is closed for now. Davids will likely show up on the algorithm and software side. A further challenge to first generation Davids is quantum advantage will be achieved by a combination of AI / HPC and quantum. Smaller quantum players will  need to partner for the former two. The good news is that there are "Ggiants" in HPC that do not have a quantum play (like HPE) and AI (like Nvidia) that will be eager to partner.  The biggest challenge: CxOs cannot pick the winners for their initial quantum workloads yet - but it is getting closer and closer to make that call."

Here's what you need to know about the latest round of quantum computing results.

IonQ (trapped ion)

IonQ CEO Niccolo de Masi said the third quarter was transformative because it saw a "tremendous symphony of technical progress, talent attraction and successful expansion of our vision to lead globally in the business of quantum."

de Masi's take aligned with what he said on IonQ's investor day. The big picture: IonQ is the leader in quantum computing and will become the next Nvidia.

IonQ's #AQ 64 Tempo system launched ahead of schedule and de Masi is focused on use cases that deliver value today. IonQ is also betting heavily on quantum networking.

"IonQ has a truly unique ability to land and expand quantum computing, quantum networking, quantum sensing and quantum cybersecurity. Our strategy is to expand our technical lead in each quantum product family and connect our products together to provide unique solutions to allied sovereigns and major multinationals alike," said de Masi, who noted IonQ has more than 1,100 patents pending and granted.

de Masi also touted 99.99% fidelity for 2-qubit gates. IonQ is also taking aim at incumbents focused on superconducting as the company has outlined use cases with Ansys for engineering and AstraZeneca for drug discovery. "Our newest system, which we unveiled at our Analyst Day on September 12 is called Tempo. Public benchmarks show Tempo has a compute space 36 quadrillion times larger than the leading commercial superconducting system in the market. We are proud that Tempo is scheduled to ship in 2026 and has a computational space approximately 260 million times larger than our current fully commercialized Forte system," said de Masi.

The IonQ CEO added:

"While numerous companies, public and private, have added the word quantum to their corporate name for decades, we can confidently state that in almost every case beyond IonQ, this is just a branding attempt. Terms like quantum-inspired, quantum annealing or analog quantum simulators all represent toy machines compared to the real deal, which is universal fully entangled gate-based quantum computing."

Things to know:

  • IonQ is targeting 1,600 logical qubits in 2028 and 80,000 in 2030.
  • For 2025, IonQ is projecting revenue of $106 million to $110 million.
  • The company reported a third quarter net loss of $1.1 billion on revenue of $39.9 million, up 37% from a year ago.
  • IonQ advanced to Stage B of DARPA's Quantum Benchmarking Initiative (QBI).
  • IonQ is available on AWS Braket, Microsoft Azure, and Google Cloud Platform.

Rigetti Computing (superconducting)

Rigetti Computing reported a third quarter net loss of $201 million on revenue of $1.9 million and had $600 million in cash and equivalents as of Nov. 6.

Dr. Subodh Kulkarni, Rigetti CEO, said the company will deliver its chiplet-based quantum system with more than 100 qubits by the end of 2025. The system has a 99.5% median two-qubit gate fidelity.

Rigetti is aiming for a quantum system with more than 150 qubits by the end of 2026 with a 99.7% median two-qubit gate fidelity and top 1,000 qubits by the end of 2027 with a media two-qubit gate fidelity of 99.8%.

The company stands out in the pure play quantum space since it has decidedly less bravado. Kulkarni said quantum computing is a challenging space and the company plans to grow organically even though it has enough cash to make acquisitions.

Rigetti Computing CEO: Quantum advantage 4 years away

"For quantum advantage, we still think we need a 99.9% 2-qubit gate fidelity, as well as some form of error correction. So between '27 and '29, which is when we still believe we accomplish quantum advantage, is getting the fidelity to that 99.9% and also error correction up," said Kulkarni.

Rigetti said it sold two quantum systems for $5.7 million for two 9-qubit Novera systems, which can be upgraded to increase the qubit count. The systems will be delivered in the first half of 2026 to an Asian technology manufacturing company and an applied physics and AI startup in California.

Kulkarni said the two systems include everything from the dilution refrigerator to control systems. The complete systems can be upgraded to and drive additional revenue.

Things to know:

  • The company has a 3-year $5.8 million contract from the Air Force Research Laboratory to advance superconducting quantum computer networking with QphoX, a Dutch quantum startup.
  • Rigetti wasn't selected for Stage B of DARPA's QBI, but received constructive input. The company said it is optimistic that it will be chosen for Stage B in the coming months.
  • DARPA's feedback for Rigetti revolved around error corrections and some areas of long-rang coupling.

Rigetti sees a big opportunity for hybrid supercomputing that bridges high performance computing and quantum as well as Nvidia's NVQLink effort. "We believe superconducting quantum computing is most amenable for hybrid computing compared to other modalities which are 1,000 times slower, like trapped ion or pure atom modalities," said Kulkarni.

Kulkarni said the company was feeling good about the roadmap, its ability to execute and a partnership with Quanta Computer to build systems.

D-Wave (annealing)

D-Wave reported third quarter revenue of $3.7 million, up 100% from a year ago, with a net loss of $140 million. The net loss includes a non-cash charge due to the company's warrants. The company has $836.2 million in cash and equivalents.

The company, which is focused on the annealing approach to quantum computing, recently launched its Advantage2 system. Quantum annealing is designed for optimization and probabilistic sampling problems in areas like logistics, finance and machine learning. This specialized approach isn't general purpose.

CEO Alan Baratz said on the company's earnings call:

"As other quantum companies remain in R&D mode, we are laser-focused on a path to profitability built on customer value. We signed a number of new and renewing customer engagements in the third quarter for both commercial and research applications. These engagements include one of the largest U.S.-based international airlines, SkyWater, the nation's largest pure-play semiconductor foundry. Japan Tobacco's Pharmaceutical division, which is exploring new Quantum AI applications in drug discovery, Yapi Kredi, one of the leading banks in Turkey and Korea Quantum Computing, a company specializing in quantum computing R&D, quantum security solutions and AI infrastructure in Korea."

Baratz's added that D-Wave is focusing on hybrid workloads with supercomputers. Baratz said the company's approach is to deliver value today with optionality in the future based on whatever quantum computing approach wins. Baratz said D-Wave is using superconducting gates for its annealing and emphasized the point.

On D-Wave's second quarter and first quarter earnings calls, Baratz didn't go into details about how much aligned it was with superconducting. It's possible that D-Wave's cryogenic control system it uses for its annealing would be critical to any superconducting gate model quantum company.

The D-Wave CEO said, "we believe that one will clearly emerge victorious in the long run and that approach is superconducting." Baratz, who said ion trap and neutral atom approaches have some advantages today, also took aim at IonQ's investor pitch.

"We recently heard an ion trap company spent hours discussing their technology advantages at an analyst event, but not once did they mention gate speed. With a potential performance disadvantage of up to 10,000x, I can see why they might have forgotten to discuss that key metric," said Baratz.

Much of Baratz's time on D-Wave's most recent earnings call was defending its annealing approach. "We recently had a fair amount of chest pounding from quantum leaders. Let me be clear. Anyone who characterizes quantum annealing as not real quantum is either intellectually incapable of understanding the physics and science or has chosen to put their head in the sand because they are worried about the competitive threat," said Baratz.

D-Wave's Advantage2 quantum computer generally available

Things to know:

  • D-Wave has more than 100 revenue-generating customers over the last four quarters.
  • For the nine months ended Sept. 30, D-Wave had revenue of $21.8 million. Of that total, $4.2 million was quantum computing as a service (QCaaS) and $2.1 million was professional services.
  • The company has 100 QCaaS customers and 48% of them are commercial. D-Wave offers its systems through its Leap cloud service.
  • D-Wave's business strategy is to focus on commercial customers not government funded R&D.
  • Baratz said the company is "laser-focused on quantum computing" not ancillary revenue streams like networking, sensing and quantum key distribution.
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Anthropic: Claude eyes real world impact, industrial use cases

Anthropic: Claude eyes real world impact, industrial use cases

Anthropic is looking to infuse its Claude models into industrial use cases, but those real world applications carry more risk and require domain expertise.

Speaking at the IFS Industrial X Unleashed conference in New York, Anthropic's Garvin Doyle, Applied AI Lead, said it's one thing to apply AI to industries like financial services and software development but another game entirely in real world settings.

"The Anthropic vision is to facilitate the safe transfer of AI across the economy," said Doyle. "The risk is elevated when you bring AI into the real world, into the factories, plants and field operations."

Doyle was on stage with Kriti Sharma, CEO at IFS Nexus Black, talking about industrial AI. IFS Nexus Black, a team of forward deployed engineers, has partnered with Anthropic and used its Claude models to launch Resolve, a system for industrial AI use cases.

"Building for the real world is fundamentally different," said Sharma.

IFS and Anthropic announced a broad partnership focused on taking Claude to industrial AI use cases. William Grant & Sons, the distillers behind Grant's whisky and Hendrick's gin, is a flagship customer of IFS Nexus Black and Anthropic via Resolve. The distillery has used Resolve to predict failures before they happen and estimates that it will save £8.4 million annually at one site.

Doyle said AI today has largely stuck to the digital domain since it's easier to simulate behaviors. "When you translate to the real world there are a lot of problems and challenges that we just haven't traversed yet," said Doyle. "Getting information in the real world requires working through SCADA systems, looking at diagrams and interacting with subject matter experts with institutional knowledge that hasn't been codified in a digital system."

As a result, industrial AI requires information, actions and prerequisite behaviors before data is incorporated into a model, explained Doyle. Once that expertise is incorporated into a model, improvements can scale in heavy industries like other sectors.

Doyle said incorporating AI into the real world will drive real business value. "A lot of the conversation today has been grounded in not building solutions but in adding as many AI buzzwords as possible," he said. "Real business outcomes are not just about technology. It's the evaluations, the subject matter expertise and the feedback loop to the underlying technology and the interface layer that connects them. One aspect doesn't drive a solution. It's the cohesion of all of the aspects."

Other key points from Doyle:

  • "Fundamentally, Anthropic is an enterprise AI company," he said. "Competitors are very excited about consumer features but we focus squarely on the enterprise and what that entails. We can't create systems that are so constrained they are only step by step workflows that negates AI benefits, but we need to have some guardrails so these things can operate." See: OpenAI, Anthropic increasingly diverge as strategies evolve
  • AI hit an inflection point in March of 2025 due to reasoning capabilities in models. Today models are constrained to narrow tasks, but will be combined with subject matter expertise for broader reach. "As we extend codified training examples for economically valuable tasks, the model is going to get pervasively better at everything outside of the digital domain too," said Doyle.
  • "There's so much opportunity in the field and what we can do radically different," he said.

 

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QAD | Redzone aims to fuse AI, process intelligence to reinvent manufacturing

QAD | Redzone aims to fuse AI, process intelligence to reinvent manufacturing

QAD | Redzone is looking to infuse AI, process intelligence and frontline worker empowerment as it looks be the ERP provider of choice for mid-market manufacturing companies. The goal: Provide the systems that reinvent manufacturing.

The company launched its next generation ERP platform, QAD Adaptive powered by Champion AI, an agentic AI engine that's designed to turn manufacturing systems of record and make them actionable. Those efforts complement Redzone Connected Workforce, which aims to bring process intelligence to frontline workers for better decision-making.

QAD | Redzone's Champion AI is powered by Amazon Web Services and its Amazon Bedrock AgentCore and Amazon SageMaker. As part of the AWS partnership, QAD | Redzone will transition its global IT workloads and internal platforms to AWS. For AWS, the QAD partnership is handy given its push into manufacturing and industrial AI use cases.

AWS CEO Matt Garman said in a statement that the QAD | Redzone partnership is about "moving agentic AI from proof of concept to production" to "incorporate your unique data into workflows."

For QAD | Redzone, the launches are designed to capitalize on a renaissance in manufacturing and the intersection of AI and industrial use cases. The company announced the news at its Champions of Manufacturing event in Dallas.

Sanjay Brahmawar, CEO of QAD | Redzone, said the company is looking to power the next-generation of manufacturing companies that'll be more AI-powered, data driven and nimble. "Manufacturers who lead the next generation of manufacturing will be those that are the most adaptive: turning speed into strategy, data into decisions, and people into catalysts of change. This isn’t just a better version of ERP, it's a new model altogether," said Brahmawar.

Release highlights include:

  • Champion AI Agentic Platform, which includes AI agents focused on implementation, productivity and business optimization. The agents are designed to reduce implantation time and deliver value faster.
  • A fully embedded Warehouse Management System and enhanced Production Scheduling Model.
  • Champion Pace Rapid Implementation, which is designed to streamline and automate implementation tasks.
  • Industry-focused enhancements including features for complex manufacturing environments and Unique Device Identification labeling tools to improve supply chain efficiency.
  • QAD | Redzone said it has acquired Kavida.ai in a move that will bring AI agents to its procurement and supply chain workflows.

Brahmawar acknowledged that speed to decisions is going to be a critical battleground going forward. The companies that are able to use AI to optimize processes and automate to deliver value quickly will win.

Indeed, Constellation Research analyst Mike Ni said in a recent report that decision velocity will separate winning enterprises from also rans. For manufacturers, which have to deal with tariffs, supply chain shocks and economic volatility, taking data to decision in real-time is everything. "Enterprises have spent billions on data, analytics, and artificial intelligence (AI). The bottleneck and industry focus are no longer technology but decision-making," said Ni in a report. "Decision velocity, defined by how fast and effectively an organization can sense, decide, act, and learn to lift measurable outcomes quickly and accurately is the new yardstick by which boards and CFOs judge AI investments as enterprises move from proofs of concept (POCs) to funded AI initiatives."

A look at the strategy

Brahmawar joined the company in March after serving as CEO of Software AG. In a briefing, Brahmawar walked through the QAD | Redzone strategy. Among the key points:

The manufacturing opportunity. Brahmawar is a manufacturing geek and started his career on a Honda shop floor assembling engines. "QAD was born because the traditional ERP vendors were focused on the wide enterprise," he explained. "They didn't have the depth and attention to everything that happens on the manufacturing shop floor starting from the bill of materials."

QAD | Redzone targets manufacturers with annual revenue between $200 million and $5 billion. In many ways, Brahmawar is bringing QAD back to its manufacturing roots with an ambition to be the best ERP provider for the sector. "I don't want to be everything to everybody. I want to be the best in manufacturing," he said.

Brahmawar said manufacturing is having a watershed moment as governments, countries and multiple geographies see the sector as strategic for national security, economic growth and job creation. QAD's customer base is focused on automotive, food and beverage and discrete manufacturing.

However, there's also a paradox with manufacturing. Capital is flowing into manufacturing and there's not enough capacity as well as an aging workforce. Automation and robotics is capital intensive and rigid. "You can have more productivity and more effectiveness through agentic layers, agentic systems and AI," said Brahmawar. "QAD can create more productivity and also create systems of action that will attract talent to manufacturing."

QAD | Redzone product pillars. Brahmawar said the first pillar for QAD | Redzone is Redzone, which is the company's system for front line workers. "We bring information and data right into the hands of frontline workers," said Brahmawar. The other pillar for QAD is adaptive with an intelligent backbone that's based on process intelligence. And the last pillar is Champion AI, which is AI tools for the manufacturing workforce to increase capacity.

Here's a look at some of the moving parts behind QAD's product pillars and how they play into the manufacturing renaissance.

The data play. Amit Sharma, President of Manufacturing ERP at QAD | Redzone, said one thing to watch in manufacturing is the data behind the value chain with retail, manufacturing and distribution. "The information you have on demand, capacity, planning and availability is going to be much more valuable than the software," said Sharma. "You just need the software to participate.

QAD | Redzone's Champion AI is designed to connect to various data stores, including SAP. Sharma said Champion AI is informed by process intelligence that tells you how your processes are executing today and how they can be improved.

Process intelligence is built into QAD's systems. "Our plan with our ERP is that everything is in one system and providing the intelligence to achieve your KPIs. We have the tools and the means to automate actions with human ability," said Sharma. "That's the vision we are driving toward."

Enabling the frontline manufacturing worker. Ken Fisher, President of Redzone, said QAD's goal with Redzone is to "transform manufacturing by empowering the frontline." According to Fisher, manufacturers that are adaptive will win. Frontline workers are the ones in manufacturing that make the calls. "We provide culture change at scale where operators have ownership. They know what their targets are and what their losses are and they're empowered to do something about it," said Fisher. What Redzone does is connect engineers honing processes directly to the front lines to speed up corrective actions with a data feedback loop tied into the ERP system.

Going forward it's worth watching how QAD | Redzone develops. Manufacturing is the belle of the AI ball and is strategically significant to various countries and regions looking to control their industrial destinies. Simply put, the time to fuse AI, process intelligence and manufacturing systems is now. "For manufacturers, the biggest risk is inaction," said Brahmawar.

Constellation Research analyst Holger Mueller said:

"AI is coming to the shop floor and is likely the biggest transformation of the hand to machine ratio since the introduction of the steam engine. It's good to see that QAD is thinking about the frontline worker in the factory, and providing the platform for the future of work on the shop floor, as enterprises transition from human only to hybrid and likely sooner than later to robot-only shop floors." 
 

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IFS teams up with Anthropic, Siemens, Boston Dynamics, 1X, showcases industrial AI use cases

IFS teams up with Anthropic, Siemens, Boston Dynamics, 1X, showcases industrial AI use cases

IFS CEO Mark Moffat said industries need to embed AI into physical operations in manufacturing, utilities, defense systems and supply chains to better compete globally and become autonomous. IFS launched new AI-powered products as well as partnerships with Anthropic, Siemens, Boston Dynamics and 1X Technologies. 

Speaking at IFS' Industrial X Unleased conference in New York, Moffat outlined a vision of Industrial AI -- Applied. "We're at a fork in the road," said Moffat. "This isn't a tech cycle. It's a fundamental choice about whether AI becomes the backbone of the industries that power our world or remains a toy."

Moffat said the $10 trillion flowing into industrial infrastructure and assets is a positive, but there's a gap because little of those funds are going into applying knowhow about running a factory, fixing a turbine or preventing a wildfire. Moffat said IFS is looking to be the control layer that connects industry infrastructure and AI.

"Generic AI misses the context and deep understanding of the physical world," said Moffat, who laid out the IFS strategy combining AI, enterprise applications and processes and industrial use cases.

Moffat said:

"We're moving from demos and brochures and marketing into as my son would call it, IRL, in real life, in the real world. AI that can orchestrate physical operations and supply chains and plants in real time, AI that can unleash a new 10x capacity from the workforce."

The IFS CEO said that investment into AI is staggering, but there's a big gap. "There's a gap between the application of financial capital into the practical, real world AI going into factories, fixing turbines and preventing wildfires. We've focused on the practical application of this technology and bringing it into the real world," said Moffat.

Building an industrial AI ecosytem

IFS' approach is to orchestrate robotic workers, designed for dangerous jobs, human experts, and digital AI workers as one integrated system. To reach this goal, IFS is teaming up with the likes of Anthropic, Siemens and Boston Dynamics and layering AI throughout its enterprise software platform that includes enterprise resource planning, asset management, field service applications and energy and resources software.

At its Industrial X Unleashed conference in New York, the company announced the following:

An Anthropic strategic partnership that will bring Claude models to industrial applications with tooling for specific use cases. For instance, IFS and Anthropic unveiled a voice-first offline AI for frontline technicians working in extreme conditions. According to IFS, 70% of the industrial workforce works in areas where connectivity in spotty.

IFS said its Anthropic partnership revolves around its IFS Nexus Black unit and its IFS Nexus Black Industrial AI applications, which are powered by Claude models. Key items include:

  • The partnership combines the expertise of IFS Nexus Black, a team that adapts AI to industrial AI specific use cases, and Claude models.
  • IFS launched Resolve, which gives technicians and field workers to Claude trained on use cases in aerospace and defense, construction and engineering, manufacturing, energy and utilities.
  • Resolve will help frontline workers predict and prevent faults faster with multi-modal data, connect technicians to the right parts with optimized scheduling and streamline workflows.
  • IFS is looking to use AI to address industries dealing with aging infrastructure as well as expertise.
  • William Grant & Son, the distiller behind Grant's whisky and Hendrick's gin, used Resolve to cut downtime and revamp operations.

IFS outlined a partnership with Siemens Grid Software to use IFS as part of its intelligent grid infrastructure updates. Siemens and IFS said they will combine Siemens' grid planning, electrification and smart infrastructure applications with IFS's enterprise asset management, field service management and AI scheduling optimization software.

Key items include:

  • IFS software will be integrated into Siemens Gridscale X applications.
  • The goal is to provide a platform that will create a path to an autonomous, self-optimizing grid operations stack.
  • The integration will be modular and designed to be deployed without rip-and-replace projects.

Boston Dynamics, IFS and 1X Technologies said they will collaborate to integrate robotic and humanoids into industrial workflows. The partnership with Boston Dynamics combines the robotics company's autonomous inspection robots with IFS.ai to enable decision-making in the field. According to the companies, the Boston Dynamics and IFS collaboration can address labor and skills shortages for industrial customers.

Key items include:

  • The companies showcased a Boston Dynamics Spot robot doing inspection and feeding multimodal data to IFS.ai for analysis and decision-making.
  • IFS.ai takes that data and triggers workflows in the field.
  • The collaboration focuses on field operations in manufacturing, energy, utilities, mining and other asset-intensive sectors.
  • Use cases include autonomous inspections to reduce human exposure to hazardous environments, efficiency for faster response times, and uptime improvements.

Under the 1X Technologies partnership, IFS and 1X will collaborate to combine humanoid robots with IFS.ai. The companies said they will develop and deploy production-ready robotics packages for manufacturing, utilities, aviation and other industries. Here's a look at the 1X-IFS plan:

  • IFS and 1X will aim to create a unified digital-physical operational environment that combines robotics and enterprise business processes.
  • The two companies will work with customers to industrial and validate humanoid robot use cases including factory automation, IoT powered operational data collection and field service and maintenance.
  • IFS and 1X said that integrated offerings will be commercially available in 2026.

IFS saw its annual recurring revenue surge 22% from a year ago with cloud revenue growth of 31%. The company's industrial AI stack includes IFS.ai, which is designed to embed industry-specific intelligence across its applications, Nexus Black, an AI innovation accelerator, and IFS Loops, a portfolio of agentic digital workers.

The company also acquired 7Bridges in the third quarter for AI-powered supply chain, logistics and transportation optimization tools as well as TheLoops, an AI workforce provider.

In October, IFS outlined 10 digital workers with 50 agentic AI skills as it builds to a roadmap of 100 skills that will be embedded into manufacturing, energy, utilities, telecom, construction, aerospace and defense and service industries. IFS Loops Digital Workers are designed to manage complex workflows and make decisions that continually optimize processes.

The big picture

Here's a look at the high-level takeaways from IFS' conference in New York.

  • Moffat's take is that AI can retool industrial infrastructure while maintaining jobs. Manufacturing already faces sever worker shortages.
  • According to Moffat, there are multiple trends pointing to the power of AI and industries including aging industrial infrastructure, labor shortages and retiring expertise and the need for automation and faster decision-making. IFS’ core industries include aerospace and defense, energy utilities, construction and engineering, manufacturing and telecommunications.
  • IFS is emphasizing industrial AI and that approach can stand out in a stagnant ERP space.
  • The company is also highlighting real-world deployments throughout its conference and showing real business impact. IFS is showcasing blue-collar AI and how new technology can empower frontline workers.
  • IFS is focused on building ecosystem alliances that can bridge the digital and physical worlds. These partnerships include Microsoft, Nvidia, Siemens, Anthropic and Boston Dynamics to name a few.
  • The company is looking to productize its AI applications rather than build custom-built systems, but will use forward deployed engineers to speed up deployments.
  • Mohamed Kande, Global Chairman at PwC, said industrial AI will be required to get returns from the $1.7 trillion invested in AI infrastructure. "Do you deploy today the old way, or do you use industrial AI to power all that infrastructure? Imagine being a company investing all of this money and you build something that doesn't have the right artificial intelligence in it. What happens in three or five years?" said Kande, who said boards of directors and CEOs are increasingly comfortable with placing big AI bets. 

Constellation Research's take

Constellation Research CEO R "Ray" Wang said:

"While frontier AI models and infrastructure platforms grab headlines, the critical missing piece has been the orchestration layer, the industrial operating system that embeds AI directly into mission-critical workflows. Customers seek deep domain expertise from their trusted AI partners, especially in manufacturing, utilities, aerospace, and energy. The AI Age isn’t about adding AI features to legacy software. It’s about architecting the control plane for the next generation of intelligent industrial operations where autonomous execution happens at scale, in real-time and achieving decision velocity for tangible business outcomes."

Constellation Research analyst Holger Mueller said:

"AI is changing everything and with physical AI and robotics it changes the manufacturing process. Vendors like IFS need to cater to a mix mode shop floor where humans and robots work together with the common goal of delivering projects at high quality and on time. Laying the groundwork for the agentic / robotic factory is a key step for enterprises that like will happen sooner than later."

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Cisco delivers strong Q1, starts to capture AI infrastructure spend

Cisco delivers strong Q1, starts to capture AI infrastructure spend

Cisco reported better-than-expected first quarter results, raised its outlook and said it landed more AI infrastructure orders from hyperscalers and posted strong networking growth.

The company reported first quarter net income of $2.9 billion, or 72 cents a share, on revenue of $14.9 billion, up 8% from a year ago. Non-GAAP earnings for the first quarter were $1 a share.

Wall Street analysts were expecting Cisco to report non-GAAP fiscal first quarter earnings of 98 cents a share on revenue of $14.78 billion.

CEO Chuck Robbins said Cisco saw "widespread demand for our technologies."

Mark Patterson, Cisco CFO, said that the company's "relevance in AI continues to build and we have a multi-year, multi-billion-dollar campus refresh opportunity starting to ramp, with strong demand for our refreshed networking products."

By division, Cisco said its first quarter networking revenue was up 15% with observability up 6%. Security and collaboration were down 2% and 3% from a year ago, respectively. Security revenue was hampered by Splunk, which saw more customers opt for cloud deployments. That mix shift affected results this quarter, but is a long-term benefit for Cisco.

As for the outlook, Cisco projected second quarter revenue of $15 billion to $15.2 billion with non-GAAP earnings of $1.01 to $1.03 a share. For fiscal 2026, Cisco projected non-GAAP earnings of $4.08 a share to $4.14 a share on revenue of $60.2 billion to $61 billion.

Key points from Cisco executives from the earnings call:

  • Robbins said, "we see a solid pipeline through the rest of the year." He said Cisco is seeing strong demand for routers, optical networking and switches. "We are beginning to see inferencing use cases where we are winning there," said Robbins. Four hyperscalers inked big deals with Cisco, which is also landing neo-cloud providers.
  • "We expect Cisco's AI opportunity across sovereign neo-cloud and enterprise customers to ramp in the second half of fiscal year '26," said Robbins.
  • The upside in AI infrastructure from enterprises should continue, said Robbins. "We know many customers still have a lot of work to do to ensure they have the modern, scalable, secure networking when they're supporting their AI goals," said Robbins.
  • "We're also seeing consistent progress across our industrial IoT portfolio, including new ruggedized equipment, with orders growing more than 25% year over year. In Q1 infrastructure, we expect this demand to increase, driven by onshoring of manufacturing to the United States, the increase of AI workloads at the network edge and the emergence of physical AI infrastructure orders," said Robbins.

 

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