Post by Johan Vermij

Earlier this week Schneider Electric picked up Cognite for $3.1B to complement its AVEVA Connect offering. Together with Oscar Abbink I took a look how the combination impacts Aveva's position in the Digital Twin market for the Oil and Gas industry relative to competitors like Palantir Technologies, Falkor (formerly Kongsberg Digital) and Aspen Technology. AVEVA's ambition with CONNECT to unify data, digital twins, AI-driven analytics, and human expertise into a single industrial intelligence hub has not been matched by the underlying architecture, with data ingestion, engineering design and AI functionality remaining more loosely coupled than the branding implies. The missing piece is a dedicated integration layer capable of contextualizing data across disciplines and routing it into operational workflows. Cognite Data Fusion is that layer — the vendor's Industrial Knowledge Graph unifies engineering, maintenance and production data, while Flows drives it into continuous operational processes. Read the full analysis on the 451 Research platform https://lnkd.in/ekWpCKAr or on S&P Global Connect