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Podcast: Automation World Gets Your Questions Answered (LS 26 · TOP 10% what is this?)Episode: How ABB Is Digitally Transforming Legacy Control Systems Without Disrupting ProductionPub date: 2026-02-27Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this episode, we connect with Stefan Basenach, senior vice president of automation technology at ABB, to learn how ABB's new dual-environment architecture, called Automation Extended, enables the integration of AI, predictive maintenance and cybersecurity upgrades while protecting reliable core control functions in the distributed control system.The podcast and artwork embedded on this page are from Automation World, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

I veckans avsnitt av podden fokuserar vi på den svenska rapportsäsongen, som nu är avslutad. Vi diskuterar bolag som ABB, EQT, Ericsson och Castellum. Dessutom avslutar Nvidia den amerikanska rapportsäsongen, och knyter även an till de svenska bolagen. Läs mer i våra veckoanalyser, månadsutblick och strategirapporter som håller dig uppdaterad med det senaste inom marknads- och makroekonomi.

====================================================SUSCRIBETEhttps://www.youtube.com/channel/UCNpffyr-7_zP1x1lS89ByaQ?sub_confirmation=1==================================================== DEVOCIÓN MATUTINA PARA MENORES 2026“HEROES Y VILLANOS”Narrado por: Tatania DanielaDesde: Juliaca, PerúUna cortesía de DR'Ministries y Canaan Seventh-Day Adventist Church21 de FebreroEl héroe adoptado«Pues ustedes no han recibido un espíritu de esclavitud que los lleve otra vez a tener miedo, sino el Espíritu que los hace hijos de Dios. Por este Espíritu nos dirigimos a Dios, diciendo: "¡Abbá! ¡Padre!"» (Romanos 8: 15).Steve Jobs, el cofundador de Apple, fue dado en adopción poco después de nacer y fue criado por Paul y Clara Jobs, una pareja de California. A pesar de ser amado y cuidado por sus padres adoptivos, Steve Jobs luchó durante muchos años para aceptar su condición de hijo adoptado y para reconciliar su identidad con su historia familiar.Según relatos biográficos y entrevistas, sus padres adoptivos le informaron acerca de su adopción cuando era un niño. Se dice que le contaron la verdad sobre su origen de una manera honesta y amorosa, explicándole que lo habían elegido y amado como a un hijo propio.Aunque inicialmente la noticia de su adopción pudo haber sido impactante para Steve, se dice que sus padres adoptivos siempre le brindaron un ambiente de amor, de apoyo y de comprensión para que pudiera procesar esa información. Con todo, a lo largo de su vida, Jobs experimentó sentimientos de abandono, de rechazo y de búsqueda de identidad, los cuales influyeron en su personalidad y en su forma de relacionarse con los demás. A pesar de tener una relación cercana con sus padres adoptivos, Steve Jobs anhelaba conocer más sobre sus orígenes biológicos y sobre la familia que lo había dado en adopción.Con el tiempo, logró superar sus conflictos internos y encontró la manera de integrar su historia de adopción en su identidad. Aprendió a valorar el amor y el apoyo incondicional que recibió de sus padres adoptivos, reconociendo que la familia no se limita a los lazos de sangre, sino que se construye a través del amor, del respeto y de la conexión emocional. Steve Jobs expresó su agradecimiento y amor hacia sus padres adoptivos, reconociendo el papel fundamental que desempeñaron en su crianza y en su desarrollo como persona.La adopción puede plantear desafíos emocionales y de identidad; también puede ser una oportunidad para crecer, aprender y fortalecer los lazos familiares. Lo mismo sucede en el campo espiritual. Cuando aceptamos a Jesús como salvador, no solo recibimos el perdón de nuestros pecados, sino que también recibimos el espíritu de adopción. Es decir, entramos en una relación familiar tan cercana con Dios que le da un nuevo sentido a la vida. Vernos como hijos de Dios nos permite reflexionar sobre la importancia de la aceptación, de la gratitud y del amor en la relación con Dios, algo que nos hará crecer a la semejanza de nuestro Padre celestial. 

Edvin Resebo has grown in LPBF as LPBF has grown, starting at Siemens and then the Alfred Nobel Science Park. Now he heads up AMEXCI, an effort to industrialize Additive Manufacturing. AMEXCI can design, optimize, test, and print parts from prototypes to volume production. Working across exacting industries, the firm is trying to take its partners Atlas Copco, Electrolux, ABB, Husqvarna, Hoganas, Saab, Scania, SKF, Stora Enso & Wartsila. But it works with other firms also in a collaborative approach that could be a method for other regions, clusters, or alliances to industrialize additive. This episode of the 3DPOD is brought to you by Continuum Powders, industry leaders in sustainable metal powder production. From aerospace to energy, Continuum delivers high-performance powders made from reclaimed materials without compromising quality. 

Boksluten och säsongen för utdelningsbesked är över oss och vi går igenom de stora kursrörelserna vi sett i många aktier. Dessutom vad vi tror om börsen under våren och resten av 2026.Aktierna vi nämner i podden är i tur och ordning Ericsson, Lagercrantz, Electrolux, Securitas, NCC, Billerud, Volvo Cars, ABB, Nvidia, Vitrolife, Bure, Mycronic, EQT, Avanza, Nordnet, Karnov, Diös, Castellum, Intea, Nordea, Veteranpoolen, IPC, Meren Energy, Shamaran, AkerBP, Vår Energi och Skolon. Börspanelens alla sajter hittar du här:shows.acast.com/tresmarta/aboutHernhag.seBorspsykologen.seSternersforlag.se Hosted on Acast. See acast.com/privacy for more information.

Benvenuti ad una nuova puntata di Garagisti Tech: il format indipendente dove commentiamo news economiche, tech, AI e startup.Qui nel Garage ci sporchiamo le mani: ogni puntata tanti bulloni utili da avvitare agli ingranaggi della tua azienda o organizzazione.Garagisti Tech d'eccezione di questa puntata:

Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.

The ASX 200 soared today as CBA delivered in spades, the index rising 147 points to 9015 (+1.7%). How things have changed around since ‘shambolic' Friday last week. Up over 300 points since then! CBA beat forecasts and drove the banking sector higher. Not often that you see a 6.8% rise in CBA. NAB up 3.4% and the Big Bank Basket up to $292.52 (+5%). Insurers bounced back a little, SUN up 0.6% and MQG jumped 2.7% on broker comments. REITs under a little pressure with GMG down 1.0% and SCG off 0.5%. Healthcare in ICU today as CSL managed to top its shambolic CEO news with a bad set of numbers and dropped 4.6%. Some bargain hunters saving it from a worse fate. RMD dropped 4.7% as it went Ex-Dividend. Industrials were better, retail rose, JBH up 1.3% and WES up 1.0% with SGH also up 3.6% on better than expected numbers. Utilities better and ABB soared 14.8% on its deal with AGL. JHX also beat expectations and rose 10.9%.In resource land, BHP up 1.6% and FMG doing well, up 2.3%. Gold miners started slow but ended up, EVN produced a good set of numbers and strong cash generation. Up 8.9%. NEM rose 2.4% and SBM up 10.5%.  Lithium stocks improved slightly and uranium stocks off the bottom. Rare earths bounced, three-year highs in the underlying starting to feed into the sentiment. In corporate news, results featured strongly, ASX CEO has quit, DMP has a new pizzaiolo. GQG slipped again on fresh FUM.On the economic front, all eyes on US NFP, here we saw first home buyers loans jump the most since 2023!US futures Dow up 141 and Nasdaq up 111.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Send us a textWe sit down with April Whitson, Global VP of HR for ABB and author of The Stay Challenge, to unpack seven leadership regrets and how intentional habits prevent them. From regrettable retention to culture drift, we share practical moves that raise standards, protect trust, and improve results.• work–life integration replacing identity-through-work• regrettable retention and the cost of keeping disengagement• silent complicity and fear of conflict• asking for and giving useful feedback• missed growth through lack of stretch assignments• intentional leadership over adding more tasks• values as observable behaviors, not posters• clarifying purpose and aligning with company values• team-level culture shaped by daily leader habits• emotional blind spots and practical EQ• decision drift and timely hard calls• burnout betrayal and modeling healthy limits• culture drift and keeping hands on the wheelHighly suggest you get her book, The Stay Challenge, and subscribe to her newsletter. Follow April on LinkedIn for updates on the Intent2Lead app launching by April 1. Support the showI ♥ my podcast host @Buzzsprout. This link will get us both a $20 credit if you upgrade! https://www.buzzsprout.com/?referrer_id=1087190 The Scott Townsend Show Merchandise https://teespring.com/stores/tsts-2Resources and Links--------------------------------------------My contact info:LinkedIn https://bit.ly/2ZZ4qweTwitter https://bit.ly/3enLDQaFacebook https://bit.ly/2Od4ItOInstagram https://bit.ly/2ClncWlSend me a text: 918-397-0327Executive Producer: Ben TownsendCreative Consultant: Matthew Blue TownsendShot with a 1080P Webcam with Microphone, https://amzn.to/32gfgAuSamson Technologies Q2U USB/XLR Dynamic Microphone Recording and Podcasting Pack https://amzn.to/3TIbACeVoice Actor: Britney McCulloughLogo by Angie Jordan https://blog.angiejordan.com/contact/Theme Song by Androzguitar https://www.fiverr.com/inbox/androzguitar

The following article of the Professional Services industry is: “How, When and Why You Should Implement a CRM” by Víctor Tello, Project Operations Manager, ABB.

Si votre portefeuille ressemble actuellement à l'électrocardiogramme d'un marathonien mal entraîné, rassurez-vous : c'est "normal". Entre l'ombre omniprésente de Donald Trump, la nomination surprise de Kevin Warsh à la tête de la Fed et des marchés qui oscillent entre euphorie artificielle et krach latent, la finance mondiale vient de nous offrir une semaine digne d'un film de Scorsese. Dans ce nouvel épisode de Swiss Bliss, Thomas Veillet décortique pour vous le chaos ambiant et les forces opposées qui s'affrontent sur l'échiquier mondial.

Earnings season is in full swing, and this week on Dividend Talk it's all about what recent earnings and dividend announcements really mean for long-term dividend investing. The conversation covers major earnings from companies likeMicrosoft, SAP, LVMH, Apple, Texas Instruments, Visa, Starbucks, UnitedHealth, and Altria, alongside a wave of European dividend increases from ASML, Deutsche Bank, Sanofi, ABB, KPN, and others. We break down what's driving big price drops, where valuation expectations may have run ahead of reality, and how dividend growth investors should think about volatility during earnings season.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die Rückkehr der Sorgen bei SAP, Eincashen bei Nordex, die SanDisk-Sensation und Elon Musks neuen Masterplan. Außerdem geht es um Microsoft, Salesforce, ServiceNow, Deutsche Bank, Adidas, Siemens, ABB, Southwest, Lockheed Martin, Caterpillar, Honeywell, Royal Carrabean, Joby Aviation, Deckers Outdoor, Meta. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Après une séance de repli mercredi, la Bourse de Paris s'est remise en mouvement hier.A Paris, l'indice CAC 40 a progressé timidement hier dans un marché animé principalement par les publications de résultats.La tendance est tirée par les valeurs liées à l'industrie suite aux très bonnes performances publiées par le géant suisse de l'équipement électrique ABB qui termine 2025 sur un quatrième trimestre record.Les titres Schneider Electric et Legrand ont profité par ricochet de cette performance qui vient valider la dynamique du secteur de l'électrification et de l'automatisation industrielle.Sur les marchés des matières premières, le pétrole progressait nettement hier, avec un Brent autour de 70 dollars le baril, soutenu par les tensions sur l'offre et les anticipations de demande.Le titre Microsoft, numéro un mondial des logiciels perdait -12% à la clôture des marchés européens hier. Les investisseurs s'inquiètent d'une croissance plus lente qu'attendue dans le cloud alors que les dépenses dans les data centers s'alourdissentA contrario, Meta Platforms a publié des prévisions de ventes supérieures aux attentes et s'échangeait dans le même temps en hausse de plus de 8%Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Prix en épicerie. Immobilier: pas facile pour les premiers acheteurs. L’Abbé Claude Paradis pourrait se ramasser à la rue. La rencontre Maréchal-Dumont avec Isabelle Maréchal et Mario Dumont. Regardez aussi cette discussion en vidéo via https://www.qub.ca/videos ou en vous abonnant à QUB télé : https://www.tvaplus.ca/qub ou sur la chaîne YouTube QUB https://www.youtube.com/@qub_radio Pour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr

Benvenuti ad una nuova puntata dei Garagisti Tech

Ponemos el foco en valores como ST Microelectronics, 3I, NG, Deutsche Bank, Lloyds, Roche, EasyJet, H&M y ABB. Con Xavier Brun, responsable de RV europea en Trea AM.

Applied Digital CEO Wes Cummins joins Data Center Frontier Editor-in-Chief Matt Vincent to break down what it takes to build AI data centers that can keep pace with Nvidia-era infrastructure demands and actually deliver on schedule. Cummins explains Applied Digital's “maximum flexibility” design philosophy, including higher-voltage delivery, mixed density options, and even more floor space to future-proof facilities as power and cooling requirements evolve. The conversation digs into the execution reality behind the AI boom: long-lead power gear, utility timelines, and the tight MEP supply chain that will cause many projects to slip in 2026–2027. Cummins outlines how Applied Digital locked in key components 18–24 months ago and scaled from a single 100 MW “field of dreams” building to roughly 700 MW under construction, using fourth-generation designs and extensive off-site MEP assembly—“LEGO brick” skids—to boost speed and reduce on-site labor risk. On cooling, Cummins pulls back the curtain on operating direct-to-chip liquid cooling at scale in Ellendale, North Dakota, including the extra redundancy layers—pumps, chillers, dual loops, and thermal storage—required to protect GPUs and hit five-nines reliability. He also discusses aligning infrastructure with Nvidia's roadmap (from 415V toward 800V and eventually DC), the customer demand surge pushing capacity planning into 2028, and partnerships with ABB and Corintis aimed at next-gen power distribution and liquid cooling performance.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über Donald Trumps Auftritt in Davos, Zoff bei Lululemon, Optimismus bei US-Airlines und neue Nukelar-Euphorie. Außerdem geht es um United Airlines, Delta Airlines, American Airlines, Johnson&Johnson, Kraft Heinz, Berkshire Hathaway, NuScale Power, Nano Nuclear Energy, Oklo, enCore Energy, Uranium Energy, Nvidia, Siemens, ABB, Schneider Electric, Siemens Energy, Legrand, Prysmian, Safran, Rolls-Royce, Rheinmetall, NextEra Energy, Union Pacific, Enbridge, Duke Energy, SAP, Mastercard, Visa, Bank of America, Lockheed Martin, Boeing, Pfizer, Merck, Eli Lilly, iShares Stoxx Europe 600 Industrials ETF (WKN: A0H08J), L&G Robotics and Automation ETF (WKN: A12DB1) und iShares Global Infrastructure ETF (WKN: A0LEW9). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

What does it really take to build a stronger, smarter, clean energy future? In this episode of CleanTech Talk, we delve into the forces shaping the next era of solar energy. With decades of experience leading in the global energy space, from ABB and Schneider Electric to Enphase and now SolarEdge, General Manager for SolarEdge North America Marty Rogers shares a ground-level view of what's next in inverter and storage innovation, how the US can take control of its domestic solar supply chain, and why sustainability must extend beyond the rooftop. We also delve into real-world solar trends across residential, commercial, and grid services, as well as the policy, technology, and manufacturing shifts necessary to scale with impact.

What does it really take to build a stronger, smarter, clean energy future? In this episode of CleanTech Talk, we delve into the forces shaping the next era of solar energy. With decades of experience leading in the global energy space, from ABB and Schneider Electric to Enphase and now SolarEdge, General Manager for SolarEdge North America Marty Rogers shares a ground-level view of what's next in inverter and storage innovation, how the US can take control of its domestic solar supply chain, and why sustainability must extend beyond the rooftop. We also delve into real-world solar trends across residential, commercial, and grid services, as well as the policy, technology, and manufacturing shifts necessary to scale with impact.

Nikita Mishra is an Industry Application Engineer, NASCAR Automotive, for ABB, and Mitch Stewart is a Vice President of Sales and Marketing for Minerallac. 

In this episode of the ABB Solutions Podcast, host Mike Murphy is joined by Priit Noor from ABB's High Power Division and Tim Salibi, Wind Segment Sales Manager at ABB. They discuss how wind energy has evolved into a reliable and scalable power source and how operators can better manage critical wind assets over their lifecycle. Tune in to hear insights on:The Evolution of Wind Power: How wind energy has scaled from early generation systems to multi-megawatt turbines that support today's grid demand.ABB's Role in Wind Energy: How ABB supports wind operators across electrification, asset reliability, and energy delivery.Operational Challenges in Wind Operations: How system complexity, remote locations, and accessibility impact maintenance and availability.Lifecycle Management of Wind Assets: How operators navigate OEM service agreements, post warranty maintenance, and long term asset planning.Maintenance, Repair, and Life Extension Strategies: How predictive maintenance, generator repair decisions, and life extension options help control costs and maximize asset value.ReferencesIf you would like to attend a training, head over to our U.S. Drives & PAC Automations Solutions Training page.  Interested in learning more about ABB Drives? Join our Tech Tuesday webinars where our experts tackle topics from improving efficiency and reliability to solving maintenance issues.Learn more about ABB's wind power solutions: https://new.abb.com/windpower.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über den 25.000-Punkte-Triumph beim Dax, Trumps Zorn über die Rüstungsbranche und eine wagemutige Berkshire-Kopie. Außerdem geht es um Nvidia, Intel, AMD, Qualcomm, Siemens, Mercedes, Hyundai, Chubb, Progressive, Union Pacific, NextEra, State Street Industrial Select SPDR ETF (WKN: A14QB3), GE Aerospace, Caterpillar und RTX, Apple, Alphabet, Coca-Cola, Bank of America, American Express, Blackstone, Invitation Homes, Chevron, Nvidia, Taiwan Semiconductor Manufacturing Company, AbbVie, Revolution Medicines, CoreWeave, CrowdStrike, Kratos Defense & Security Solutions, AeroVironment, Rocket Lab, SAP, Yaskawa Electric, Serve Robotics, Hesai, Doosan, FANUC, UiPath, Pony.ai, ABB, Intuitive Surgical, Teradyne, Aptiv, Jungheinrich, ARK Artificial Intelligence & Robotics ETF (WKN: A408AX), iShares Automation & Robotics ETF (WKN: A2ANH0), Global X Robotics & Artificial Intelligence ETF (WKN: A2QPBW), Amundi MSCI Robotics & AI ETF (WKN: A2JSC9), L&G ROBO Global Robotics and Automation ETF (WKN: A12DB1), VanEck Medical Robotics and Bionic Engineering UCITS ETF (WKN: A3DT2R), Amundi NYSE Arca Gold BUGS (WKN: ETF191) Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In this episode of the Pumps & Systems podcast, we're speaking with Brittany Baker, global product manager at ABB, who is going to tell us about real-time analyzers and their role in wastewater treatment. Tune in the first Wednesday of every month for new episodes of the podcast. Watch this episode on YouTube: https://youtu.be/KsirHBAPc0Q Pumps & Systems Podcast homepage: https://www.pumpsandsystems.com/podcast/ Pumps & Systems Magazine: http://www.pumpsandsystems.com Opening music: Know Myself - Patrick Patrikios Closing music: Freeling - Lauren Duski

In this episode of the ABB Solutions Podcast, host Mike Murphy is joined by Randy Stevens, North American Training Manager for Automation Solutions. They explore the “Good, Better, Best” mindset and how it applies far beyond product comparisons, impacting project execution, training, team performance, and continuous improvement. Randy explains why striving for perfection too early can stall progress and why delivering something good is often far better than delivering nothing at all. Tune in to hear insights on:Good, Better, Best Thinking: Why having something functional is better than waiting indefinitely for perfection.The Hidden Worst Case: How having nothing is often the most damaging outcome in projects and processes.Perfection vs. Progress: Why perfectionism can create paralysis and delay real world impact.Continuous Improvement: How starting with good creates momentum that leads to better and eventually best outcomes.Training and Product Development: Applying the mindset to classes, learning content, and real world execution.Feedback and Debriefs: Using lessons learned, customer feedback, and team input to refine and improve results over time.Leadership and Team Enablement: Supporting teams by encouraging progress, learning, and growth rather than nitpicking details.ReferencesIf you would like to attend a training, head over to our U.S. Drives & PAC Automations Solutions Training page.  Interested in learning more about ABB Drives? Join our Tech Tuesday webinars where our experts tackle topics from improving efficiency and reliability to solving maintenance issues.Podcast 1: Business Strategy – strategic planning fundamentals to support long-term success: https://www.buzzsprout.com/1770390/episodes/17631204Podcast 2: Training with ABB Project Management – defining scope, scheduling, and resources for project success: https://www.buzzsprout.com/1770390/episodes/15697913Podcast 3: Setting and Achieving Goals – creating clarity, ownership, and direction in personal and professional growth:https://www.buzzsprout.com/1770390/episodes/17963852Podcast 4: Focus & Productivity – building habits and structure to stay consistent and avoid burnout:https://www.buzzsprout.com/1770390/episodes/18125609Podcast 5: Teambuilding – strengthening alignment, roles, and collaboration for high-performing teams: https://www.buzzsprout.com/1770390/episodes/17267078

Jennifer Tejada is the Chairperson and CEO of PagerDuty, the global leader in digital operations management (NYSE: PD).  Jennifer brings to the role 25 years of diverse experience spanning mass consumer products to disruptive cloud and software solutions. She has a successful track record in product innovation, optimizing operations, and scaling public and private enterprise technology companies. She is also an active tech investor as an LP in multiple firms, including Operator Collective, Harlem Capital, and Penny Jar. Prior to her role at PagerDuty, Jennifer was CEO of Keynote Systems, where she led the company to strong, profitable growth before its acquisition by Dynatrace. Before Keynote, Jennifer was Executive Vice President and Chief Strategy Officer at Mincom, leading its global strategy up to its acquisition by ABB. She has also held senior positions at Procter & Gamble and i2 Technologies. Jennifer currently serves as a board member of The Estée Lauder Companies Inc. (NYSE: EL). Jennifer holds a bachelor's degree in organizational behavior and business management from the University of Michigan, where she was a proud member of the Michigan's Women's Golf Team. Outside of her professional roles, Jennifer enjoys spending time with her family and is an avid skier.

Happy New Year from DJ cypher's Dark Nation Radio. After two extended special focus broadcasts (my “Dark Solstice” and 2025 Retrospective), the show returned to its usual format last night with two hours of new and recent dark music. This one is perhaps a bit more introspective than most with several new intelligent electronica tracks from Headdreamer, The Empath, and Holon, along with new material from bands including The Young Gods, The Sound Veil Society, Reversed Chakra, Rupesh Cartel, Reptyle, SpankTheNun, and Blaklight. I hope you'll give it a spin and may your 2026 be filled with fantastic music! DJ cypher's Dark Nation Radio Playlist 4 January 2026 Headdreamer, “Under the Ashes” The Sound Veil Society, “The River (Extended)” Giirls, “The Last Song” marsheaux, “Secret Place (Extended)” ASHES'N'ANDROID, “ColoRed Ice (Toal remix)” Selfishadows, “Calling Around Here” spankthenun, “Rigor Mortis (club)” Rhys Fulber, “Memory Impulse Anatomy” Dead&Delicious, “Dance of Shadows” Extize, “In the House – In a Heartbeat (28 years later)” Endanger, “Bleak Heart” Demonwarp, “Cables and Veins” the_empath, “Invaders (Triod remix)” holon, “Consciousness Transfer Protocol” Reversed Chakra, “Game of Chess” Scheitan - Gothic Rock Band, “Wine for a Tormented Soul” Vlimmer, “Abb.1” BlakLight, “Cruel” The Polybius Cabinet, “Doorway” Kota Kira, “Ghost Chat” Rupesh Cartel, “Phantom Battles” Killing Kind, “Warriors and Carpenters” Reptyle, “Souls' Damnation” The Young Gods, “Appear Disappear” Cred, “Redemption” Skull Cultist, “Body Cult” ESA: Electronic Substance Abuse, “Golden Horse” Slighter vs. Fatigue, “Edgeboi (Sawtooth remix)” Melodywhore, “Thick as Thieves (J.Robot remix)” DJ CYPHER'S DARK NATION RADIO—25 years strong! **Live Sundays @ 9 PM Eastern US on Spirit of Resistance Radio sorradio.org **Recorded @ http://www.mixcloud.com/cypheractive **Downloadable @ http://www.hearthis.at/cypheractive **Questions and material for airplay consideration to darknationradio[at] gmail[dot]com **Facebook @ http://www.facebook.com/groups/darknationradio

El actor y dramaturgo irlandes nos explica en Mas de uno como ha sido el proceso de creacion de sus cuentos teatrales, para el que conto con la ayuda de la asociacion ABB.

Steve Goldbach, Geoff Tuff, and Kulleni Gebreyes of Deloitte join Stuart Crainer and Des Dearlove of Thinkers50 to reflect on their highlights and insights from the 2025 Provocateurs series.Featuring in-depth conversations with leaders and innovators, the 2025 Provocateurs explored pressing topics from sustainability and space exploration to digital health, public policy, and food systems innovation. Throughout the series, compelling stories emerged that illustrate the power of systems thinking, reframing narratives, and leadership under pressure.We heard about seaweed and rum in Barbados: a circular economy success story combining waste products to create fuel. We learned how modulating electrical motors reframes sustainability as efficiency, delivering rapid returns on investment. And we listened as astronaut Eileen Collins described the extreme pressure of an aborted rocket launch, exemplifying agility and preparation as the essence of leadership.The 2025 Provocateurs guests included:Weslynne Ashton, sustainable systems scientist at the Illinois Institute of TechnologyKatie McGinty, VP and Chief Sustainability Officer at Johnson ControlsRajendra Pratap Gupta, founder of the Global Digital Health SummitKarthik Ramanna, from Oxford University's Blavatnik School of GovernmentEileen Collins, the first female space shuttle commanderSelassie Atadika, award-winning chef, chocolatier, and innovatorAnke Hampel, Chief Sustainability Officer at ABB * recorded live at Climate Week New York *Natalie Nixon, author of The Creativity Leap and Move. Think. Rest.What were your key take-aways from our 2025 Provocateurs?This podcast is part of an ongoing series of interviews with executives. The executives' participation in this podcast are solely for educational purposes based on their knowledge of the subject and the views expressed by them are solely their own. This podcast should not be deemed or construed to be for the purpose of soliciting business for any of the companies mentioned, nor does Deloitte advocate or endorse the services or products provided by these companies.

Join host Steve Crowe and The Robot Report editorial team (Gene Demaitre, Mike Oitzman, and Brianna Wessling) for the annual end-of-year wrap-up. The team breaks down the most significant stories, trends, and market shifts that defined the robotics industry in 2025 and looks ahead to 2026. Key Topics Discussed: - Business Shake-ups: An analysis of iRobot entering Chapter 11 bankruptcy and ABB selling its mobile robot division to SoftBank. - The Year of the Humanoid: A look at the $3.5B+ invested in humanoid companies and the rise of physical AI. - Autonomous Systems: Updates on Waymo's scaling challenges, Amazon's 1M deployed robots, and the impact of autonomous systems in the Ukraine and Gaza conflicts. - Industry Trends: The spin-out of Intel RealSense, the return of a national robotics strategy, and new approaches to home robotics (1X, Sunday, Weave). Featured Guest Vignettes: - John Santagate: On tote-to-man methodologies and multi-agent orchestration. - Chris Matthieu (RealSense): On open-source brains for physical AI and the emergence of robot sports. - Evan Helda (Nebius): On data pipelines, real-world data collection, and world models for training.

Palestinská samospráva bude mít nového korunního prince. Prezident Mahmúd Abbás za svého nástupce označil Husajna al-Šajcha. Je tedy možné, že právě on bude tím představitelem, který povede Palestince k samostatnosti. Příliš mnoho věcí ale zůstává nejasných.

Politici si systemizaci pletou s personálními a ideologickými čistkami. Mahmúd Abbás jmenoval nástupce. Evropa má za sebou rok tápání, jaký se nesmí opakovat. I takové byly Vánoce. Chodit po vodě jako Ježíš Kristus

Following up on a recent trip out to Phoenix for an up-close look at the ABB-NASCAR partnership, we sat down with a different division within the ABB umbrella to talk about the implications of electrification. Adam Mease, ABB's Business Line Leader for Electrical Distribution in the Smart Buildings Division, shares how the company is rapidly innovating to meet the power needs of the modern home, as well as the role integrators must play from both an installation and education perspective. https://www.youtube.com/watch?v=0K147DYpi4I

“A tax refund is a 0% loan you gave the government because you overpaid your taxes.” Tax season hype says “free money.” Jaspreet explains why refunds happen, how to stop overpaying (so more of your paycheck hits your account all year), and the smartest ways to deploy any refund so it builds assets, not someone else's profits. What You'll Learn Why refunds exist (withholding now, true tax due later) How to adjust your W-4 using the IRS Withholding Estimator so you're not lending money for free Fastest way to receive a refund (avoid delays = no missing W-2/1099s) The asset vs. liability test and why cars, watches, and vacations drain wealth A simple plan to turn refunds into long-term gains (emergency cash, then investments). Chapters 00:00 Hook: Refund ≠ free money 01:06 Why refunds happen (withholding 101) 03:22 How to stop overpaying (W-4 + IRS estimator) 06:05 Fastest way to get your refund (avoid delays) 08:10 Assets vs. liabilities (the only test that matters) 12:00 Where your refund should go (emergency fund → investing) 15:30 Put it on autopilot (ABB) 17:20 Final thoughts & resources   Keywords: tax refund 2025, IRS W-4, withholding estimator, how to stop overpaying taxes, fastest tax refund, invest tax refund, emergency fund 3–12 months, ABB always be buying, index fund ETF, assets vs liabilities, Minority Mindset #taxrefund #taxes #withholding #personalfinance #investing #MinorityMindset Want more financial news? Join Market Briefs, my free daily financial newsletter: https://link.briefs.co/3JJ8LOT Below are my recommended tools! Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or a podcast). ---------- ➤ Invest In Stocks Passively 1) M1 Finance - Buy stocks & ETFs automatically: https://theminoritymindset.com/m1 ---------- ➤ Life Insurance 2) Policygenius - Get a free life insurance quote: https://theminoritymindset.com/policygenius ---------- ➤ Real Estate Investing Online 3) Fundrise - Invest in real estate with as little as $10! https://theminoritymindset.com/fundrise ----------

December 2025 Sustainable Stock and ETF Picks. Covers America's most responsible companies, AI infrastructure and renewable energy stocks, and more. By Ron Robins, MBA Transcript & Links, Episode 162, December 19, 2025 Hello, Ron Robins here. Welcome to my podcast episode 162, published on December 19, 2025, titled "December 2025 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 8 articles for you in this podcast! Note: Some companies are covered more than once. ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (1) In this edition, I'm starting with a ranking of responsible companies. It's titled America's Most Responsible Companies 2026 on rankings.newsweek.com. It's by Newsweek and Statista. Here are some quotes from the introduction by Jennifer H. Cunningham. "According to a study by The Roundup, 84 percent of customers say that they are deterred from companies with poor environmental practices, and 62 percent 'always or often' specifically look for products that are sustainable. That is why Newsweek is proud to partner with Statista for the seventh time to present America's Most Responsible Companies 2026, highlighting 600 companies that are taking action each day to uphold their social responsibility.  This ranking is built on an evaluation of company CSR/ESG or sustainability reports, financial reports, history of lawsuits and 2024 top polluter indexes from the Political Economy Research Institute. Additionally, over 30 KPIs were researched from the three areas of ESG—environmental, social and governance performance. Companies included in this ranking are American Tower (AMT), Ingersoll Rand (IR), Las Vegas Sands (LVS), NVIDIA (NVDA), and Tapestry (TPR )." End quotes The top five companies in the ranking are NVIDIA (NVDA), Mastercard (MA), Palo Alto Networks (PANW), Ecolab (ECL), and T-Mobile (TMUS). ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (2) As renewable energy companies make gains, this article reviews some top companies in the sector. The article is titled Top 7 companies offering digital transformation solutions for renewable energy on azbigmedia.com. It's by Eric Kelly. Here are some of his comments. "1. DXC Technology (DXC) builds Distributed Energy Resource Management Systems – DERMS for short. What that means in plain English: software that can juggle thousands of solar panels, wind turbines, and batteries at once. Their renewable energy digital services do real-time forecasting and balancing. When a cloud covers a solar farm, the system already knows and has adjusted before anyone notices a flicker. They use predictive analytics to figure out what's going to happen hours or days ahead, which matters when you're trying to keep the lights on for millions of people. 2. Siemens Energy (ENR.DE) Their Omnivise Digital Solutions covers pretty much everything – from the moment you build a power plant to the day you tear it down decades later. They make distributed control systems that pull data from every sensor, every turbine, every transformer, and show it all in one place. What's interesting is their edge computing for substations. Instead of sending all data to some central cloud and waiting for instructions, the processing happens right there on-site. Milliseconds matter when you're managing a grid. Siemens is also deep into green hydrogen tech. They're working on projects in over 100 countries and their equipment generates about half the world's electricity. 3. Schneider Electric (SU.PA) built EcoStruxure. It connects hardware, software, and services to optimize energy use in buildings, factories, and grids. Their new One Digital Grid Platform uses AI to manage planning, operations, and asset management all in one place. The AI automatically catches when the digital model of a grid doesn't match reality – like when someone forgot to update the system after installing new equipment. Sounds simple, but that kind of mismatch causes real problems. 4. ABB (ABBNY) make robotic systems for manufacturing solar panels, complete instrumentation packages for solar and wind plants, and the smart grid systems that tie it all together. Their battery storage solutions are particularly interesting. BESS-as-a-Service means companies can use battery systems without buying them outright. For industrial users trying to cut electricity costs during peak hours, that's huge. You get energy independence without the capital expenditure. ABB supplies converters for the world's biggest offshore wind farms and generators for hydroelectric plants. 5. GE Vernova (GEV) is the spinoff from General Electric that focuses purely on power generation and grid management. They generate about 25% of the world's electricity through their installed base of 2200 GW worth of equipment.  Their Grid Orchestration Software uses AI to predict demand, optimize energy flow, and integrate all those distributed resources we keep talking about. Their Advanced Asset Performance Management system pulls data from information systems, operational systems, and engineering models to help people make faster decisions. GE Vernova partnered with Amazon Web Services to accelerate cloud migration and bring generative AI into energy infrastructure. 6. IBM Energy and Utilities (IBM) brings Watson and AI expertise to energy. Their Maximo platform manages assets, and Watson handles the heavy data analytics. They're using AI to forecast renewable energy production, optimize maintenance schedules, and manage distributed resources. IBM is also experimenting with quantum computing for modeling complex energy systems. Their blockchain platforms enable peer-to-peer energy trading – imagine selling excess solar power from your roof directly to your neighbor. They build digital twins that simulate how turbines, transformers, and entire grids will behave under different conditions. 7. Accenture (ACN) isn't selling hardware or software directly. They're consultants who help energy companies figure out their entire digital transformation strategy. Sometimes the problem isn't technology – it's knowing which technology to use and how to implement it without disrupting your business. They work with industry leaders on IoT, Big Data, AI, and cloud solutions. Their approach covers operational excellence, asset management, customer experience, and decarbonization. Renewable energy digital services from Accenture include predictive maintenance for wind and solar farms, platforms for managing virtual power plants, and real-time carbon emission monitoring. They also help companies integrate ESG principles into operations and reporting." End quotes. ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (3) This next article is titled Zacks Industry Outlook Highlights Bloom Energy, OPAL Fuels and FuelCell on finance.yahoo.com. It's by Zacks Equity Research. Now, some quotes from the article. "1. FuelCell Energy (FCEL) Based in Danbury, CT, the company makes ultra-clean, highly efficient power plants that can run on fuels like renewable biogas and natural gas, producing electricity with far less pollution and fewer greenhouse gas emissions than conventional fossil-fuel plants. In September 2025, the company announced its fiscal third-quarter results. The company reported a loss of 95 cents per share, which improved 45% year over year. The company's top line also improved 97% year over year to $46.74 million. The Zacks Consensus Estimate for FuelCell Energy's fiscal 2026 sales implies an improvement of 21.5% year over year. The consensus estimate for fiscal 2026 earnings implies 51.3% growth year over year. The company currently carries a Zacks Rank #2 (Buy). 2. OPAL Fuels (OPAL) Based in New York, the company is a vertically integrated renewable fuels platform involved in the production and distribution of renewable natural gas for the heavy-duty truck market. During the third quarter, the company produced renewable natural gas of nearly 1.3 million Metric Million British Thermal units (MMBtu), which was up 30% year over year. The Fuel Station Services segment sold, dispensed, and serviced an aggregate of 38.9 million GGEs of transportation fuel for the three months ended Sept. 30, 2025, reflecting an increase of 1% year over year. The Zacks Consensus Estimate for the company's 2025 sales implies an improvement of 21.8% from the previous year's reported figure. The estimate for 2025 earnings implies 128.6% growth from the previous year's reported figure. The company currently carries a Zacks Rank #2. 3. Bloom Energy (BE) Based in San Jose, CA, the company generates and distributes renewable energy. On Oct. 28, 2025, Bloom Energy announced its third-quarter results. It reported earnings of 15 cents per share against a loss of a cent in the year-ago quarter. The company's top line also improved 57.3% year over year to $519 million. The Zacks Consensus Estimate for 2025 sales implies an improvement of 28.6% from the previous year's reported figure. The consensus estimate for 2025 earnings implies 92.9% growth from the previous year's reported figure. The company currently carries a Zacks Rank #3 (Hold)." End quotes. ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (4) This final review article makes a bold prediction on an AI infrastructure stock. The article is titled Prediction: This AI Infrastructure Stock Could Hit a $500 Billion Valuation by 2032 on fool.com and is by Thomas Niel. Here are some quotes from Mr. Neil's article. "Arista Networks (ANET) A top provider of cloud networking solutions for end-users such as AI data centers, the company has already benefited greatly from this trend. Already a strong performer over the past five years, its shares may be in for further outsized price appreciation in the years ahead, as the AI growth trend persists. How Arista benefits from the AI buildout Arista Networks has been in business for over 20 years, becoming a billion-dollar business around 10 years ago. Still, it's only been over the past three years that the company experienced a sustained growth resurgence. The reason for this is hardly a mystery. In late 2022, ChatGPT launched, sparking the start of the genAI growth trend. Soon after, tech companies, especially the largest names in the space, began to deploy hundreds of billions of dollars into building out their AI infrastructures. With this booming surge in demand, it's no surprise that Arista Networks has benefited from a big jump in demand for networking hardware, like switches and routers, as well as the software used to power them… This rapid revenue growth has brought with it a correspondingly high rate of earnings growth… Next stop $500 billion? It's possible At current prices, Arista Networks has a market cap of around $161.3 billion. To reach a $500 billion market cap and a share price of around $400 within six years, at a minimum, Arista will need to sustain 20% annualized growth… The bottom line for new or existing Arista Networks investors Currently, Arista has a forward price-to-earnings (P/E) ratio of just under 40. In the years ahead, even if annual growth stays around 20%, shares could experience a slight de-rating as investors anticipate a growth slowdown over a longer time frame… Rather than entering or adding to a position at any price, you may want to wait for renewed worries about an AI bubble or whitebox competition to create new buy-the-dip situations." End quotes. ------------------------------------------------------------- More articles from around the world with Sustainable Investment Picks for December 2025. 1. Title: Sustainability ETFs Still Shining Despite Investor Pullback. Here are the 4 Largest on thedailyupside.com. By Kiran Aditham. 2. Title: Better AI Infrastructure Stock: Nebius Group vs. Iren Limited on fool.com. By Patrick Sanders. 3. Title: FCEL vs. BE: Which Hydrogen Power Stock Has Better Potential for Now? On nasdaq.com. By Jewel Saha for Zacks. 4. Title: EQR Named A Top Socially Responsible Dividend Stock on nasdaq.com. By BNK Invest. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "December 2025 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. I wish you a wonderful time over the holidays and a terrific and prosperous 2026! Thank you for listening. My next podcast will be on January 23rd. See you then. Bye for now   © 2025 Ron Robins, Investing for the Soul

In this episode of Tech Talks Daily, I'm joined by Stuart Thompson, President of ABB's Electrification Service Division, to explore the intersection of industrial sustainability, energy security, and cutting-edge technology.   As industries face growing energy demands and climate targets, Stuart explains how companies can modernize their infrastructure to drive efficiency, reduce carbon footprints, and stay ahead of the energy curve.   Navigating the Industrial Sustainability Challenge   We start by addressing the urgent need for industries to rethink their energy and carbon strategies. Stuart highlights the significant role of construction and manufacturing in global energy-related emissions, stressing that many businesses are still behind on their 2030 sustainability targets.   We dive into the emerging shift from capital expenditure (CapEx) to operational expenditure (OpEx) models, such as predictive maintenance, to maximize value from existing assets.   Asset Modernization   Stuart explains how asset modernization—upgrading intelligent components like switchgear within existing infrastructure—can dramatically improve efficiency and reduce carbon without the need for costly, full-scale replacements.   He also shares examples, including Intel's semiconductor upgrades and Jadal Steel's success in Oman, demonstrating how targeted upgrades can meet sustainability goals while boosting productivity.   Smarter Energy Management with AI and AR   We explore how AI and augmented reality (AR) are transforming service delivery and operational intelligence. Stuart discusses how AI-powered predictive maintenance helps companies anticipate failures and optimize energy management, while AR facilitates remote assistance for faster issue resolution.   He also touches on how these technologies contribute to energy savings and carbon reduction by automating service reports and enabling real-time visibility into asset performance.   BESS as a Service: Solving the Energy Security Trilemma One of the key innovations Stuart highlights is ABB's Battery Energy Storage as a Service (BESSaaS), a solution designed to solve the "energy trilemma" of security, cost, and sustainability.   With on-site battery storage and AI-driven energy trading, businesses can bypass slow grid connections, ensure energy security, and even turn their energy storage into a profit center. This model is already making waves in industries ranging from data centers to manufacturing.   A Glimpse into the Future: ABB's Investment in Asset Management Tech   As we look to the future, Stuart reveals ABB's upcoming investment in asset management technology, set to be announced globally in early December 2025. This exciting move will have a significant impact on major customers like the London Underground and Saudi Electric Commission, further cementing ABB's role as a leader in energy innovation.   Don't miss this episode, where we discuss the latest trends in industrial sustainability, energy security, and technology's pivotal role in shaping a greener, more efficient future.   Useful Links Connect with Stuart on Linkedin Learn more about ABB Tech Talks Daily is sponsored by Denodo

“Keeping all of your money in your bank account is actually more risky than it is safe.” Jaspreet breaks down why parking piles of cash in a bank gets eaten by inflation—especially as rates get cut—and shows exactly how much to keep in cash vs. what to move into assets. You'll learn the difference between cash vehicles (HYSA, CDs, Treasuries) and assets (stocks, real estate, gold, crypto), how to set up separate accounts for emergencies, big purchases, and investable cash, and the simple passive/active strategies to actually grow wealth. What You'll Learn The problem with low-yield savings when inflation is higher How much to keep in cash (and where to keep it) for: Emergency fund (3–12 months of expenses) Big purchases (house/car/vacation) “Dry powder” for investing Cash options vs. protection basics (bank accounts, CDs, HYSAs, Treasuries, Treasury ETFs) Asset options to outpace inflation (stocks, real estate; plus how gold/crypto/startups fit) Investing approaches: Passive: ABB: Always Be Buying (index/ETF habit) Active: research-led buys while idle cash earns interest Chapters 00:00 Hook: Why big bank balances lose you money 01:18 Cash vs. assets (and why cash isn't an “investment”) 04:05 Rates, inflation, and your real return 07:20 Where to park cash: HYSA, CDs, Treasuries, ETFs 10:42 The 3 reasons to save (emergency, big purchase, invest) 14:50 How much is enough: 3–12 months explained 18:22 Passive vs. Active investing (ABB + research) 22:10 Putting it together: your cash + investing game plan 25:30 Final word & resources Keywords: how much cash to keep, emergency fund 3 to 12 months, high yield savings vs treasury, cash vs assets, beat inflation 2025, ABB always be buying, passive vs active investing, index funds VTI SPY QQQ, treasury ETF basics, inflation and savings, Minority Mindset #personalfinance #investing #inflation #savings #wealthbuilding #MinorityMindset Want more financial news? Join Market Briefs, my free daily financial newsletter: https://link.briefs.co/3JJ8LOT Below are my recommended tools! Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or a podcast). ---------- ➤ Invest In Stocks Passively 1) M1 Finance - Buy stocks & ETFs automatically: https://theminoritymindset.com/m1 ---------- ➤ Life Insurance 2) Policygenius - Get a free life insurance quote: https://theminoritymindset.com/policygenius ---------- ➤ Real Estate Investing Online 3) Fundrise - Invest in real estate with as little as $10! https://theminoritymindset.com/fundrise ----------

“Wealthy people have an investing playbook: a system that works whether markets boom, crash, or move sideways.” Jaspreet breaks down the 5-step playbook he wishes he had on Day 1: how to fund your investments automatically, choose between cash flow vs. growth, pick a strategy (passive, outsourced, or active), design a real portfolio across asset classes, and set a smart selling + tax plan. Less guessing, more compounding. What You'll Learn The money-flow system: 75/15/10 (or 50/30/20 if you're going aggressive) + 3 separate bank accounts Cash Flow vs. Growth: how to pick, and why starting with one matters Strategy tiers: Passive (ABB: Always Be Buying), Outsourced (AUM & fees), Active (research-first) Portfolio design beyond stocks: business, real estate, stocks, speculative (startups/crypto), gold Selling & taxes: when to trim, 1.5% AUM math, and why real estate's 1031 exchange can defer taxes Chapters 00:00 Hook: The playbook the wealthy use 01:02 Step 1 — Get the money to invest (75/15/10, 3 accounts, automation) 05:28 Step 2 — Define your goal: cash flow vs. growth 09:10 Step 3 — Choose a strategy: Passive, Outsourced, or Active 15:22 Step 4 — Build the portfolio (asset classes & real diversification) 21:05 Step 5 — Selling rules, fees, and taxes (1031s, capitals gains) 25:40 Putting it together: the playbook in one page Keywords: investing playbook, how to start investing 2025, cash flow vs growth investing, ABB always be buying, 75/15/10 rule, investing strategy passive vs active, diversify beyond stocks, real estate investing basics, AUM fees explained, 1031 exchange basics, Minority Mindset #investing #personalfinance #wealthbuilding #stockmarket #realestate #MinorityMindset #financialeducation Want more financial news? Join Market Briefs, my free daily financial newsletter: https://link.briefs.co/3JJ8LOT Below are my recommended tools! Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or a podcast). ---------- ➤ Invest In Stocks Passively 1) M1 Finance - Buy stocks & ETFs automatically: https://theminoritymindset.com/m1 ---------- ➤ Life Insurance 2) Policygenius - Get a free life insurance quote: https://theminoritymindset.com/policygenius ---------- ➤ Real Estate Investing Online 3) Fundrise - Invest in real estate with as little as $10! https://theminoritymindset.com/fundrise ----------

In this episode of the ABB Solutions Podcast, host Mike Murphy continues the discussion with Abel Cavazos and Wayne Paschal from ABB's High Power Division. This second installment focuses on how environmental conditions, enclosure selection, and proper monitoring can significantly impact motor life and reliability, especially in high-power and high-criticality applications. Tune in to hear insights on:Motor Enclosure Selection: How WP2, TFC, TX, and TWAC designs differ, when each is appropriate, and how contamination, cooling efficiency, and horsepower size influence enclosure choice.Environmental and Cooling Considerations: Why airborne contaminants, restricted airflow, dirty cooling tubes, and clogged filters can lead to overheating, and which enclosure types help mitigate these issues.Maintenance Practices: Practical steps facilities can take to maintain high-power motors, including differential pressure monitoring, tube cleaning, fin maintenance, and planning for long turnarounds.Monitoring for Reliability: How stator RTDs, bearing RTDs, vibration checks, and temperature delta tracking help plants shift from reactive to predictive maintenance.Criticality and Feature Selection: How CR1 through CR4 ratings influence the level of monitoring required, and why adding diagnostic features helps reduce unplanned downtime.PCIC Presentation Insights: Background on the paper titled The Cost of Specifications Reducing Motor Features Based on Process Criticality Without Sacrificing Reliability, how it ties into API 541, API 547, and IEEE 841, and why it sparked new thinking around criticality at PCIC.References:Transforming industry with energy-efficient motors and reliable power generators: https://new.abb.com/motors-generators

“Y porque ya somos sus hijos, Dios mandó el Espíritu de su Hijo a nuestros corazones; y el Espíritu clama: ‘¡Abbá! ¡Padre!' ” (Gál. 4:6)Su título favorito ~ Devocional de Jóvenes ~ 9 de diciembre 2025 ~ AD7Devocional----------------------------Code: 2C6WFN1LD0P61NJ3BUSCA en Facebook el texto de la matutina:http://www.facebook.com/AD7Devocional/SIGUE en Instagram el post de la matutina y el versículo diario:http://www.instagram.com/AD7Devocional/VISITA nuestra pagina de internet:http://www.ad7devocional.comSUSCRIBE a YouTube, comparte y ve nuestros videos:http://www.youtube.com/AD7DevocionalESCUCHA a traves de Spotify:https://open.spotify.com/show/4VfzQUU2omzsrqITRsL6AhAutor: Jorge L. Rodriguez (Rodriguez, Jorge L.)Titulo: Hoy es Tendencia - Seguir a Jesús nunca pasa de moda(Lecturas devocionales para jóvenes) (Spanish Edition). IADPA. Matutina Para JóvenesDevoción Matutina Para JóvenesGracias a Ti por escucharnos, un abrazo AD7… Hasta la próxima!

In this episode of the ABB Solutions Podcast, host Mike Murphy is joined by Randy Stevens, North American Training Manager for Automation Solutions. They discuss the value of mentorship and how it strengthens both personal and professional growth. Randy explains how mentors help accelerate development through active listening, guiding questions, and supportive accountability. He also highlights how mentorship improves onboarding, builds confidence, and reinforces leadership skills within an organization. Tune in to hear insights on:Benefits of Mentoring: How both the mentor and the mentee gain confidence, clarity, and accelerated growth.Listening First: Why great mentors prioritize active listening to understand goals, motivations, and challenges.Guiding Through Questions: How asking thoughtful, open-ended questions helps mentees determine their own direction.Supportive Accountability: Encouraging progress by holding mentees accountable in a constructive and confidence-building way.Strengthening Onboarding: How pairing new employees with experienced peers shortens the learning curve and reduces overwhelm.Building Leadership Skills: Why teaching and coaching reinforce the mentor's own knowledge and leadership capabilities.Seeking the Right Guidance: How identifying and learning from experienced individuals can accelerate career development.ReferencesIf you would like to attend a training, head over to our U.S. Drives & PAC Automations Solutions Training page.  Interested in learning more about ABB Drives? Join our Tech Tuesday webinars where our experts tackle topics from improving efficiency and reliability to solving maintenance issues.Podcast 1: Business Strategy – strategic planning fundamentals to support long-term success: https://www.buzzsprout.com/1770390/episodes/17631204Podcast 2: Training with ABB Project Management – defining scope, scheduling, and resources for project success: https://www.buzzsprout.com/1770390/episodes/15697913Podcast 3: Setting and Achieving Goals – creating clarity, ownership, and direction in personal and professional growth: https://www.buzzsprout.com/1770390/episodes/17963852Podcast 4: Focus & Productivity – building habits and structure to stay consistent and avoid burnout: https://www.buzzsprout.com/1770390/episodes/18125609Podcast 5: Teambuilding – strengthening alignment, roles, and collaboration for high-performing teams: https://www.buzzsprout.com/1770390/episodes/17267078

The markets closed lower in a volatile session ahead of Wednesday's Nvidia report, the most closely-watched earnings of the quarter and maybe the year. We have the technical read and what a top analyst is watching. Plus, Microsoft's AI sales push and CEO of global industrial giant ABB on the key economic signals from around the world.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly Kling joins Charli to talk about ABB this week in an engaging interview. Find us @EmpoweringPumps on Facebook, LinkedIn,  Instagram and Twitter and using the hashtag #EmpoweringIndustryPodcast or via email podcast@empoweringpumps.com   

Today we had the very exciting opportunity to host Håkan Agnevall, President and CEO of Wärtsilä. Håkan assumed the role of CEO in February 2021 and most recently served as President of Volvo Buses and a member of the Volvo Group Management. In his career, he has held senior management positions with ABB and Bombardier in power systems, robotics, and industrial automation. He has extensive international experience, having worked and lived in the U.S., Canada, Thailand, Brazil, Switzerland and Sweden. Wärtsilä is a global leader in technologies and solutions for the maritime and energy markets. In its Energy business, they offer flexible engine power plants, integrated energy-storage and optimization technologies, and services for the whole lifecycle of their installations. Its Marine portfolio includes engines, propulsion systems and hybrid technologies, integrated powertrain solutions, plus upgrades and lifecycle solutions for vessels. We were thrilled to hear Håkan's perspectives on the evolving energy, marine, and power landscapes. We covered a lot of territory in our conversation, starting with the decarbonization journey in global shipping, how the International Maritime Organization's (IMO) net-zero-by-2050 framework is reshaping vessel design and fueling strategies, and the growing importance of fuel flexibility and efficiency in an increasingly complex regulatory environment as the IMO's carbon-pricing decision delay risks a patchwork of regional rules across the EU, China, and beyond. Håkan walks us through examples of multi-fuel flexibility, how those choices influence vessel architecture, and how shipowners are adapting to the EU ETS and FuelEU Maritime rules, which could roughly double fuel costs by 2030. We discuss Wärtsilä's energy and power business, which provides baseload and balancing power solutions across the U.S. and globally, how data centers are driving off-grid generation, and how Wärtsilä's modular reciprocating engines offer speed-to-market advantages through fast ramp rates, redundancy, and minimal water needs. We explore Wärtsilä's lifecycle service model, the company's global culture and Finnish heritage, their emphasis on innovation, Wärtsilä's Sustainable Technology Hub in Vaasa, where thousands of customers visit each month, and much more. It was a fascinating look at the intersection of shipping, power, and technology, and we can't thank Håkan enough for sharing his time and insights. Mike Bradley opened the discussion by highlighting that this week was full of notable events. The first was the imminent reopening of the U.S. government, which will finally allow for the release of key economic data that could influence the early-December FOMC rate decision and lead to heightened bond market volatility. Next, he discussed the COP 30 Conference currently underway in Brazil, noting its key theme of “getting back on track with Paris levels.” He also pointed out Chevron's Investor Day taking place this Wednesday and shared his takeaways from the Edison Electric Institute (EEI) Conference that he attended over the past few days, where two major themes were “affordability” and “speed to market.” Lastly, he noted this week marks the somber 50th anniversary of the sinking of the Edmund Fitzgerald in Lake Superior, a tragic event in U.S. maritime history. Jeff Tillery also joined and added his thoughts throughout the discussion. We look forward to staying in touch with Håkan and as always, thank you for your support and friendship!

Shawn Tierney meets up with Henrik Pedersen and Jacob Abel to learn about OTee Virtual PLCs in this episode of The Automation Podcast. For any links related to this episode, check out the “Show Notes” located below the video. Watch The Automation Podcast from The Automation Blog: Listen to The Automation Podcast from The Automation Blog: The Automation Podcast, Episode 252 Show Notes: Special thanks to Henrik Pedersen and Jacob Abel for coming on the show, and to OTee for sponsoring this episode so we could release it “ad free!” To learn about the topics discussed in this episode, checkout the below links: OTee Virtual PLCs website Schedule an OTee demo Connect with Henrik Pedersen Connect with Jacob Abel Read the transcript on The Automation Blog: (automatically generated) Shawn Tierney (Host): Thank you for tuning back into the automation podcast. Shawn Tierney here from Insights. And this week on the show, I meet up with Henrik Pedersen and Jacob Abel to learn all about virtual PLCs from OTee. That’s o t e e. And, I just thought it was very interesting. So if you guys have ever thought about maybe running virtual PLCs to test some processes out, I think you’ll really enjoy this. With that said, I wanna welcome to the show for the very first time, Hendrik and Jacob. Guys, before we jump into your presentation and learn more about what you do, could you first introduce yourself to our audience? Henrik Pedersen (OTee): Yeah. Sweetly. So my name is Hendrik. I am the cofounder, COO, OT, a new industrial automation company, that, we’re really glad to present here today. I have a background from ABB. I worked eleven years at ABB. In terms of education, I have an engineering degree and a master degree in industrial economics. And, yeah, I’m I’m excited to be here. Thanks, Rom. And I’ll pass it over to Jake. Jacob Abel (Edgenaut): I’m, Jacob Abel. I’m the principal automation engineer at Edgnot. EdgeNaught is a systems integrator focusing on edge computing and virtual PLCs. My background is in mechanical engineering, and I’m a professional control systems engineer, and I have thirteen years experience in the machine building side of industrial automation, specifically in oil and gas making flow separators. And I’ll hand it back to Henrik here. Henrik Pedersen (OTee): K. Great. So OT, we are a a new industrial automation company, the new kid on the block, if you will. We’re a start up. So, we only started, about three years ago now. And, we focus solely on virtual PLCs and and the data architectures allow you to integrate virtual PLCs in in operations. And, you know, some of the listeners will be very familiar with this first, thing I’m gonna say, but I think it’s valuable to just take a take a little bit step back and and remember what has happened in in history when when it comes to to IT and OT and, and and what really what really happened with that split. Right? So it was probably around the ‘9 you know, around nineteen nineties where the the the domain computer science were really split into these two domains here, the IT and OT. And, and that, that was, that was kind of natural that that happened because we got on the, on the IT side of things, we got Internet, we got open protocols and, you know, we had the personal computers and innovation could truly flourish on the IT side. But whereas on the OT side, we were we were kind of stuck still in the proprietary, hardware software lock in situation. And and that has that has really not been solved. Right? That that that is still kind of the the situation today. And it this is what this is obviously what also, brought me personally to to really got really super motivated to solve this problem and and really dive deep into it. And I experienced this firsthand with with my role in NAD and, how how extremely locked we are at creating new solutions and new innovation on the OT side. So so we’re basically a company that wants to to truly open up the the the innovation in this space and and make it possible to adopt anything new and new solutions, that that sits above the PLC and and, you know, that integrate effectively to to the controller. So I I have this this, you know, this slide that kind of illustrates this point with with some some, you know, historical events or or at least some some some big shifts that has happened. And, Aurene mentioned a shift in nineteen nineties. And it wasn’t actually until ’20, 2006 that Gartner coined this term OT, to explain the difference really what what has happened. And and, you know, as we know, IT has just boomed with innovation since since the nineties and OT is, is, is slowly, slowly incrementally getting better, but it’s still, it’s still the innovation pace is really not, not fast. So, this is also, of course, illustrated with all the new developments in in GenAI and AgenTic AI, MCP, and things like that that is kinda booming on on the IT side of things. And and and yeah. So, but we do believe that there is actually something happening right now. And and we have data that they’re gonna show for for that. Like, the the large incumbents are now working on this as well, like virtual PLCs, software defined automation and all kinds of exciting things going on on the OT side. So we do believe that that we will see, we will see a shift, a true big shift on the OT side in terms of innovation, really the speed in which we can, we can improve and adopt new solutions on the OT side. And this is kind of exemplified by, like, what what is the endgame here? Like, you could say that the endgame could be that IT and OT once once again becomes the same high paced innovation domain. Right. But then we need to solve those underlying problems, the infrastructural problems that are still so persistent on the OT side of things. The fine point of this slide is to just illustrate what’s happening right now. It’s like cloud solutions for control is actually happening. Virtual PLC, software based automation, AI is happening all at once. And we see it with the big suppliers and and also the exciting startups that’s coming into this space. So I think there’s there’s lots of great excitement now that we can we can expect from the OT side, in in next few years. Shawn Tierney (Host): Yeah. You know, I wanna just, just for those listening, add a little, context here. If we look at 1980, why was that so important? Why is this on the chart? And if you think about it, right, we got networks like Modbus and, Data Highway in nineteen seventy eight, seventy nine, eighty. We also got Ethernet at that time as well. And so we had on the plant floor field buses for our controls, but in the offices, people were going to Ethernet. And then when we started seeing the birth of the public Internet, right, we’re talking about in the nineties, people who are working on the plant floor, they were like, no. Don’t let the whole world access by plant floor network. And so I think that’s where we saw the initial the the divide, you know, was 1980. It was a physical divide, just physically different topologies. Right? Different needs. Right? And then and and as the Internet came out in the early nineties, it was it was now like, hey. We need to keep us safe. We know there’s something called hackers on the Internet. And and I think that’s why, as you’re saying in 2006, when Gartner, you know, coined OT, we were seeing that there was this hesitant to bring the two together because of the different viewpoints and the the different needs of both systems. So I think it’s very interesting. I know you listeners, you can’t see this, but I kinda want to go back through that and kinda give some context to those early years. And and, you know, like Henrik says, you know, now that we’re past all that, now that we’re using Ethernet on the plant floor everywhere, right, almost everywhere, on all new systems, definitely, that that becomes the right now on this on the today on the, on the chart. And I’ll turn it back to you, Henrik. Henrik Pedersen (OTee): Yeah. I’ll search that. I just wanna echo that as I think that there are really good reasons for why this has happened. Like, the there has you could argue that innovation could flourish on the IT side because there was less critical systems, right, less, more, you know, you can do to fail fast and you can do, you can test out things on a different level. And so so there’s really lots of good reasons for why this has happened. We do believe that right now there is some really excitement around innovation, the OT side of things and and this pent up kind of, I wouldn’t call it frustration, but this pent up potential, I think is the right word, is is can be kind of unleashed in our industry for for the next, next decade. So so we are like this is really one of the key motivators for me personally. It’s, like, I truly believe there’s something truly big going on right now. And and I I do I do encourage everyone, everyone listening, like, get in get in on this. Like, this is happening. And, you know, be an entrepreneur as well. Like, build your company, build and, you know, create something new and exciting in this space. I think I think this is this is a time that there hasn’t been a better time to create a new new technology company or a new service company in this space. So this this, this is something at least that motivates me personally a lot. So let me move over to kind of what we do. I mentioned I mentioned that we focus solely on the virtual PLC. This this is now presented in the slide for those that are listening as a as a box inside a open hardware. We can deploy a virtual PLC on any, ARM thirty two thirty two and and sixty four bit processor and x eighty six sixty four bit with the Linux kernel. So so there are lots of great, options to choose from on the hardware side. And and, and yeah. So you can obviously when you have a Virtual PLC you can think of it new in terms of your system architecture. You could for instance, you know deploy multiple Virtual PLCs on this on the same hardware and you can also, think about it like you can use a virtual PLC in combination with your existing PLCs and could work as a master PLC or some kind of optimization deterministic controller. So it’s it’s really just opening up that, you know, that architectural aspect of things. Like you can think new in terms of your system architecture, and you have a wide range of hardware to choose from. And, and yeah, So the the flexibility is really the key here, flexibility in how you architect your system. That CPU that you deploy on will will obviously be need to be connected to to the field somehow, and that’s that’s true, classical remote IO, connections. So we currently support, Modbus TCP and Ethernet IP, which is kind of deployed to to, our production environment, as it’s called. So moving on to the next slide. Like, this is kind of the summary of our solution. We have built a cloud native IDE. So meaning anyone can can basically go to our website and log in to into the solution and and give it a spin. And, we’ll show you that afterwards with with Jake. And the system interacts through a PubSub data framework. We use a specific technology called NUTS, for the PubSub communication bus. And you can add MQTT or OPC UA to the PubSub framework, according to your needs. So, and from that, you can integrate with, whatever whatever other, software you might have, in your system. So we have these value points that we always like to bring up. Like, this obviously breaks some kind of vendor lock in in terms of the hardware and the software. But it’s also, our virtual PLC is based on on the six eleven thirty one. So it’s not a lock in to any kind of proprietary programming language or anything like that. There is, there’s obviously the cost, element to this that you can potentially save a lot of cost. We have, we have verified with with with some of our customers that they estimate to save up to 60% in total cost of ownership. This is there is obviously one part is the capex side and the other part is is the opex. And and is this data framework, as I mentioned, is in in in which itself is is future proof to some extent. You can you can integrate whatever comes comes in in a year or or in a few years down the line. And, there’s environmental footprint argument for this as you can save a lot on the on the infrastructure side. We have one specific customer that estimates to save a lot on and this this particular point is really important for them. And then final two points is essentially that we have built in a zero trust based security, principle into this solution. So we have role based access control. Everything is encrypted end to end, automatic certification, and things like that. The final point is, is that this is the infrastructure that allows you to bring AI and the classical, DevOps, the the thing that we’re very used to in the IT side of things. Like, you you commit and merge and release, instead of, instead of the traditional, way of working with your automation systems. So I know this is like, this is pro pretty much, like, the boring, sales pitch slide, but, but, yeah, I just wanted to throw this this out there for for the guys that there is some there is some, intrinsic values underneath here. The way the system works, you will you will see this very soon, through the demo, but it’s basically you just go to a website, you log in, you create a project. In there, you would create your your PLC program, test, you code, you simulate. You would onboard a device. So onboard that Linux device that you you want to deploy on. This can be as simple as a Raspberry Pi, or it can be something much more industrial grade. This depends on on on the use case. And then you would deploy services like, as I mentioned, MQTT and OPC UA, and then you would manage your your your system from from the interface. And, I have this nice quote that we got to use from one of the customers we had. This is a global, automotive manufacturer that, basically tells us that it’s, they they highlighted the speed in which you can set this up, as as one of the biggest values for them, saving them a lot of hours and setting setting up the system. So I also wanted to show you a real you know, this is a actual real deployment. It was it was deployed about a year ago, and this is a pump station, or a water and wastewater operator with around 200 pump stations. They had a mix of of Rockwell and Schneider PLCs, and they had a very high upkeep, and they were losing a lot of data from these stations because they were connected over four g. When the Internet was a bit poor, they lost a bit of data in their SCADA systems, so they had these data gaps and things like that. So pretty pretty, you know, standard legacy setup to be to be honest. Quite outdated PLCs as well. So what they what they did for the first, pump station was they they, you know, removed the PLC. They put in a Raspberry Pi for for, like, €60 or, like, $70, connected it to to a to a remote IO Ethernet IP module they had, in in the storage, and deploy this data framework as I’m showing on the screen now. So so they that was that was the first station they put online, and they they chose a Raspberry Pi because they thought, okay, this is interesting, but will it work? And then they chose a pump station, which was was really just poor from before. So they had very little to to to lose to to deploy on this station. So so, yeah, this has been running for a year now without any any problems on a Raspberry Pi. We have obviously advised against using a Raspberry Pi in a critical environment, but they just insisted that that what that’s what they wanted to do for this first case. Shawn Tierney (Host): And I’ll back that up too. Your generic off the shelf Raspberry Pi is just like a generic off the shelf computer. It’s not rated for these type of environments. Not that all pump houses are really bad, but they’re not air conditioned. And I think we’ve all had that situation when it’s a 120, 130 out that, you know, off the shelf computer components can act wonky as well as when they get below freezing. So just wanted to chime in there and agree with you on that. For testing, it’s great. But if you’re gonna leave it in there, if you were in my town and you say you’re gonna leave that in there permanently, I would ask to have you, assigned somewhere else for the town. Henrik Pedersen (OTee): Yeah. Yeah. Exactly. No. So and and that point is also illustrated with the second station they brought online. So there they chose a much more industrial grade CPU, that, that, was much, you know, cost cost a bit more, but it’s more suited for the environment. And, and yeah. So this was, I can disclose it was a Bayer Electronics, CPU. So so yeah. And, and they reported, some good, good metrics in terms of, like, the results. They they said around 50 on the hardware, 75% on the management of the PLC system. So this relates more to that they have very a lot of, you know, driving out with the car to these stations and doing changes to their systems and, and updates. They no longer have any, any data loss. It’s local buffer on the data framework. They’ve increased tag capacity with 15 x, resulting in in four fifty five x better data resolution and a faster scan frequency. And this is actually on the Raspberry Pi. So so just just think of it as as the the even the even the, kind of the lowest quality IT off the shelf, computers, are are able to to, to execute really fast in in in, or fast enough for for, for these cases. So, Shawn, that was actually what I wanted to say. And, and also, you know, yeah, we are we are a start up, but we do have, fifth users now in 57 different countries across the world. And it’s it’s really cool to see our our our, our technology being deployed around the world. And, and yeah. I’m really, really excited to to, to get more, users in and and hear what they what they, think of the solution. So so yeah. I’ll I’ll with that, I don’t know if, Shawn, you wanna you shoot any questions or if we should hand it over to Jake for for for a demo. Shawn Tierney (Host): Yeah. Just before we go to Jake, if somebody who’s listening is interested, this might be a good time. It said that, you already talked about being cloud based. It’s, o t e e. So Oscar Tom, Edward Edward for the the name of the company. Where would they go if if they like what Jake’s gonna show us next? Where will they go to find out more? Henrik Pedersen (OTee): Yeah. So I would honestly propose that they just, reach out to to me or Jake, on on one of the QR codes that we have on the presentation. But they can also obviously go to our website, 0t.io,0tee.io, and just, either just, log in and test the product, or they could reach out to us, through our website, through the contact form. So yeah. Shawn Tierney (Host): Perfect. Perfect. Alright, Jake. I’ll turn it over to you. Jacob Abel (Edgenaut): Thanks, Shawn. Fantastic stuff, Henrik. I wanna take a second too to kinda emphasize some of the technical points that you, presented on. Now first, the the fact that you have the built in zero trust cybersecurity is so huge. So, I mean, the OT cybersecurity is blowing up right now. So many certifications, you know, lots of, consulting and buzz on LinkedIn. I mean, it’s a very real concern. It’s for a good reason. Right? But with this, zero trust built in to the system, I I mean, you can completely close-up the firewall except for one outgoing port. And you have all the virtual PLCs connected together and it’s all done. You know, there’s no incoming ports to open up on the firewall to worry about, you know, that security concern. You know, it’s basically like, you know, you’ve already set up a VPN server, if you will. It’s it’s not the same, but similar and, you know, taking care of that connection already. So there’s an immense value in that, I think. Shawn Tierney (Host): And I wanted to add to the zero trust. We’ve covered it on the show. And just for people, maybe you’ve missed it. You know, with zero trust is you’re not trusting anyone. You authorize connections. Okay? So by default, nobody’s laptop or cell phone or tablet can talk to anything. You authorize, hey. I want this SCADA system to talk to this PLC. I want this PLC to talk to this IO. I want this historian to talk to this PLC. Every connection has to be implicitly I’m sorry. Explicitly, enabled and trusted. And so by default, you know, an an integrator comes into the plant, he can’t do anything because in a zero trust system, somebody has to give him and his laptop access and access to specific things. Maybe he only gets access to the PLC, and that makes sense. Think about it. Who knows whether his laptop has been? I mean, we’ve heard about people plug in to the USB ports of the airport and getting viruses. So it’s important that person’s device or a SCADA system or a historian only has access to exactly what it needs access to. Just like you don’t let the secretary walk on the plant floor and start running the machine. Right? So it’s a it’s an important concept. We’ve covered it a lot. And and, Jake, I really appreciate you bringing that up because zero trust is so huge, and I think it’s huge for OT to have it built into their system. Henrik Pedersen (OTee): Yeah. Absolutely. Absolutely. Jacob Abel (Edgenaut): I wanted to highlight too the Henrik mentioned that the the backbone of the system is running on a technology called NATS. That’s spelled n a t s. And why that’s important is this is a a lightweight messaging, service, and it’s designed to send millions of messages per second. You know, that’s opposed to, you know, probably the best Modbus TCP device that you can find. You might get a couple 100 messages through per second. It’s millions of messages per second. It’s, you know, especially with, you know, we’re dealing with AI machine learning, you know, training models. I mean, we’re data hungry. Right? So this gives you the backbone too. You know, it’s like it can push an immense amount of tag data, you know, with ease. I think that’s another really important point. With that, though, I’ll I’ll get on to the demo. Henrik Pedersen (OTee): Oh, that’s great. We do we do see that, Jay, that most of our customers report on that, you know, 400 or 700 x better data resolution. And so it’s it’s a step change for for for the data resolution there. Yeah. Jacob Abel (Edgenaut): Excellent. So one of the things that I personally love about OT is how quickly you can get into the PLC once everything’s set up. So this is OT’s website, obviously, ot.io. So once you’re here, you just go to log in. And that brings in the login screen. Now I’m are I’m using my Google account for single sign on, so I can just click continue with Google. And this brings me into the main interface. And another thing that I love is that, you know, it is very simple and straightforward, you know, and simple is not a bad thing. Simple is a good thing. I mean, the way that things should be is that it should be, it should be easy and the finer details are taken care of for you. So right here, we have our main project list. I just have this one benchmarking program that I’ve imported in here. And you also have device lists, just a a test device that I’ve installed the runtime on. Just real quick. You know, you have a Martha, the AI assistant in the corner here. And, the documentation guides is up here. So you can get help or look into reference material very easily. It’s all right there for you. So I’m gonna open up this program here. So just a quick tour here. Right up here in the top left is basically where where most everything’s done. So if you click on this little down arrow, you can choose what virtual PLC runtime to attach it to. I’ve already attached it to the device. I installed the runtime on. You can add, you know, a new program, driver, function blocks, custom data types real quick here. Compile your program, download it to the device. Check the release history, which is really, really great. As you can, you can go into release history and you can revert to a prior version very easily. We got built in, version control, which is another, great feature. Henrik Pedersen (OTee): I can also just comment on that, Jake, that we do have we do have, in the quite short term roadmap to also expand on that with Git integration, that, a lot of our customers are are asking for. So yeah. Jacob Abel (Edgenaut): Awesome. Yeah. I mean, that’s that’s another, very hot topic right now. It’s, you know, getting getting the revision control systems, as part of, you know, at least the textual, programming languages. See, so, you know, we have a few, like, housekeeping things here. I mean, you can delete the program, export it. It’s a good good point here is that, OT complies with the PLC open, XML specification. So you can import or export programs, in this XML format, and it should work with solid majority of other automation software out there. You know, if you need to, you want to transition over to OT, you know, you can export it from your other software and import it rather easily. Got your program list here and, you know, just the basic configuration of, you know, you can add global variables that you wanna share between the different programs and POUs or, you know, change the, cycle rate of the periodic tasks, add more tasks. Let’s just get jump into this program here. Both the system uses the IEC sixty one one thirty one dash three standard structured text. So here’s just a little, quick benchmark program that I’ve been using to do some performance testing. Like you, you have the, the code right here, obviously. And on our, our right, the variable list, very easy to add a new variable and pick out the type. You can set a set of default value, add some notes to it. Super easy. So let’s go online. So if you have these little glasses up here in the top, right, you display live tag values. And so it’s grabbing from the runtime that’s running and plopping it right in here in the editor, which I I love the way it’s displayed. It makes it. And, you know, it’s one of the question marks is if you’re doing structured text instead of letter logic, like how it’s gonna show up and how readable is it gonna be. I think the, the text, like the color contrast here helps a lot. It’s very, very readable and intuitive. And we also have the tag browser on the right hand side. Everything is, organized into, you know, different groups. There’s the the resources and instances that you’ve set up in the configuration tab. So the by default, the tag the tags are all listed under there. And here too, you know, you can set tag values doing some performance testing, as I said. So this is, recording some some jitter and task time metrics. And that’s that’s really it. That’s the that’s the cloud IV in a nutshell. Super easy, very intuitive. I mean, it’s there there’s zero learning curve here. Shawn Tierney (Host): For the, audio audience, just a little comment here. First of all, structured text to me seems to be, like, the most compatible between all PLCs. So, you know, everybody does ladder a little bit differently. Everybody does function blocks a little bit differently. But structured text and, again, I could be wrong if you guys think out there in the in listening, think I’m wrong about that. But when I’ve seen structured text and compared it between multiple different vendors, it always seems to be the closest from vendor to vendor to vendor. So I can see this makes a great a great place to start for OT to have a virtual PLC that supports that because you’re gonna be able to import or export to your maybe your physical PLCs. The other thing is I wanted to comment on what we’re seeing here. So, many of you who are familiar with structured text, you know, you may have an if then else, or an if then. And and you may have, like, tag x, equals, you know, either some kind of calculation, you know, maybe, you know, z times y or just maybe a a constant. But what we’re seeing here is as we’re running, they have inserted at a in a different color the actual value of, let’s say, tag x. So in between you know, right next to tag x, we see the actual value changing and updating a few times a second. And so it makes it very easy to kinda monitor this thing while it’s running and see how everything’s working, and I know that’s that’s huge. And I know a lot of vendors also do this as well, but I love the integration here, how it’s so easy to see what the current values are for each of these variables. And, I’ll turn it over to you, Hendrick. I think I interrupted you. Go ahead. Henrik Pedersen (OTee): Yeah. No. I was just gonna comment on that. Jake said, like, this is the this is the POC editor, and the next the next big feature that we’re releasing very soon is essentially the service, manager, which is the, which is the feature that will allow our users to deploy any kind of service very efficiently, like another runtime or OPC UA server or an entity server or or or whatever other, software components that that, you want to deploy, like a Knox server or things like that. So and that’s that’s, we were really excited about that because, that will kind of allow for a step change in how you kind of orchestrate and manage your system and your, your system and your, your, you have a very good overview of what’s going on with versions of, of the different software components running in your, your infrastructure and your devices and things like that. So we’re really excited about that, that it’s coming out. And it might be that actually when when this, episode airs, who knows if it’s if it’s done or or not, but we’re very close to release the first version of that. So excited about that. Shawn Tierney (Host): Now I have a question for you guys, and maybe this is off topic a little bit. So let’s say I’m up here in the cloud. I’m working on a program, and I have some IO on my desk I wanna connect it to. Is that something I can do? Is there a connector I can download and install my PC to allow the cloud to talk to my IO? Or is that something where I have to get a a, you know, a local, you know, like we talked about those industrial Linux boxes and and test it here with that? Henrik Pedersen (OTee): Yeah. So I think you what you what you’re you’re after is, like, the IO configuration of, if you wanna deploy a driver, right, or, like, a modbus driver and how you figure out the system. Right? Shawn Tierney (Host): Yeah. Because this is in the cloud. It’s not on my desk. The IO is on my desk. So how would I connect the two of them? How would I is is that something that can be done? Henrik Pedersen (OTee): Yep. Yeah. Exactly. That’s that’s actually the you know, I I think, Jake, you might just wanna show why you deploy a driver. Right? Jacob Abel (Edgenaut): Sure. Sure. And I just wanna take a second to, clarify. You know, it’s something that kinda comes up often, and I I don’t I don’t think it gets it’s it’s cleared up enough is that so, you know, we have this cloud ID here. So, you know, you can open this from anywhere in the world. But the virtual PLC run times get installed on computers preferably very locally, you know, on the machine, on the factory floor, something like that. I I’ve got, an edge computer right here. Just as an example. I mean, this is something you would just pop in the control panel and you can install OT on this. So to answer your question better, Shawn, you know, to get to, you know, the remote IO that you need essentially, or actually in the, in the case of this, this has onboard IO. You know, you’re looking at connecting with MOBAs, PCP, Ethernet IP. I I know that a lot more protocols are coming. Profinet. So how you would do that is that you have that plus sign up here and add a driver config. We’re just gonna do, Modbus real quick. Henrik Pedersen (OTee): Mhmm. Jacob Abel (Edgenaut): And we wanna add a TCP client. So you can name the client, tell it how fast to pull, you know, any delays, put in the IP address. Just an example. Do the port number if you need and then add your requests. You know, you have support for, all the main function codes and mod bus right here, you know, read holding, read input, you know, write multiple coils, all that good stuff, you know, tell address how many registers you wanna do, timeouts, slave ID. And then, you know, once you’ve done that, so let’s say, you know, I’m gonna read, and holding registers here, the table on the right auto updates. You can do aliases for each one of these. You can just do register one Mhmm. As an example Shawn Tierney (Host): It’s showing just for the audio audience, it’s showing the absolute address for all these modbus, variables and then, has the symbols, and he’s putting in his own symbol name. It has a default symbol name of symbol dash something, and he’s putting his own in, like, register one, which makes it easier. Yeah. Jacob Abel (Edgenaut): Good point. Yeah. Good point. Thanks, Shawn. So, yeah, once once you put in your request and you can throw in some aliases, for the different registers, you know, you can go back to your program and here’s this, sample variable that I just added from earlier. You know, you can the registers are 16 bits. I’m gonna select, an int. And what you can do here now is select those modbus requests that you just set up. So it automatically maps these to those variables for you. So that that way you don’t have to do anything anything manual, like have a separate program to say, you know, this tag equals, you know, register 40,001. You know, it’s already mapped for you. So that’s that’s essentially how you would connect to remote IO is, just add a client in the driver configs and, fill in all your info and be off and running. Shawn Tierney (Host): That’s excellent. I really liked how you were able to easily map the register to the modbus value you’re reading in or writing to to your, variable so you can use that in your program. That was very easy to do. Jacob Abel (Edgenaut): Oh, yeah. Yeah. It’s that it’s like I said, that’s one of the things that I love about this interface is that everything is just very straightforward. You know, it’s it’s super easy to just stumble upon whatever it is you need and figure it out. Henrik Pedersen (OTee): And just just, to add to to kinda your your processors, like, once you have created that connection between the IO and and and the program, you basically just, compile it and download it to the to the runtime again, and and it executes locally the based on the yeah. Nice. Jacob Abel (Edgenaut): Oh, right. Good point. Yeah. Of of course, after we add something, we do have to redownload. So Shawn Tierney (Host): Very interesting. Well, that answers my question. Jacob Abel (Edgenaut): I think that’s that’s about it for the the demo. I mean, unless, Shawn, you have any more questions about the interface here. Shawn Tierney (Host): No. It looked pretty straightforward to me, Hendrik. I don’t know. Did you have anything else you wanted to discuss while we have the demo up? Henrik Pedersen (OTee): Nope. Not nothing related to this except for that, you know, this is probably something that’s quite new in the OT space is that this is a software service, meaning that there are continuous development going on and releases, and improvements to the software all the time. Like literally every week we deploy new improvements. And, and what, I typically say is that like, the, you know, if you if you if you sign up with OT, what you what you will experience is that the actual software keeps on becoming better over time and not is not going to become outdated. It’s going to be just better over time. And I think that’s part of what I really loved about the innovation space, innovation happening around IT is that that, that has become the new de facto standard in how you develop software and great software. And I think we in, in, in the OT space, we need to adopt that same methodology of developing software, something that continuously becomes better over time. Shawn Tierney (Host): Yeah. And I would just say, you know, if you’re if you’re on the OT side of things, you wanna be in six eleven thirty one dash three languages, because these are things that your staff, you know, what you know, your electricians and technicians and even engineers, you know, should know, should be getting up to speed. I don’t know. We’re at the automation school. We’re teaching, structured text. And so, easier. I look at this, and I’m like, this is a lot easier than trying to learn c plus or or JavaScript. So in any case, I think, you know, if it’s an OT side real IO control, real control system or data collection, you know, you know, very important, you know, mission critical data collection, then, you know, I’d rather have this than somebody trying to write some custom code for me and, you know, use some kind of computer language who doesn’t understand, you know, the OT side of things. So, I could definitely see the advantage of your system, Henrik. Henrik Pedersen (OTee): Yep. I I I also wanted to say to that, Stike, the I I do not believe the EIC standards in general will disappear. They exist for a very good reason. Right. Exists to standardise to to ensure safety and determinists, determinism in this. So I don’t think they will disappear. But there are obviously advances now with AI and things like that that can can help us create these things much faster and much more efficient and things like that. So, so but, but the EIC standards, I think, will be there for a very long time. Obviously, the 06/4099 standard is is really exciting, and and we believe that that can be, yeah, that that can clearly be there, but it’s still a new EIC standard. So, Shawn Tierney (Host): it’s not think what we’re gonna see is we’re gonna see a lot more libraries fleshed out. There’ll be a lot less writing from scratch. We’ve interviewed on the History of Automation podcast. We’ve interviewed some big integrators, and they’re at a point now, you know, twenty, thirty years on that they have libraries for everything. And I think that’s where we’ll see, you know, much like the DCS, I think, vendors went two years ago. But I still think that the there’s a reason for these languages. There’s a reason to be able to edit things while they run. There’s a reason for different languages for different applications and different, people maintaining them. So I agree with you on that. I don’t I don’t think we’re we’re gonna see the end of these, these standard languages that have done us very well since the, you know, nineteen seventies. Jacob Abel (Edgenaut): I just wanna add a bit on there about, Shawn, you mentioned, you know, doing less code. I I did show earlier in the bottom right hand corner here, we have our our little AI assistant, Martha. I don’t believe the feature, it has been released yet. You know, Henrik, correct me if I’m wrong, but I know one of the things that’s coming is, AI code generation, you know, similar to that of cloud or chat GPT. So it’s going to, you know, you can open this guy up here. You know, right right now, I think it’s just for, help topics, but you’ll be able to talk to Martha and she’s gonna generate code for you in your program there all built in. Henrik Pedersen (OTee): Yeah. Yeah. That’s that’s coming really fast now. So, it’s it’s not been implemented yet, but it’s, it’s right around the corner. Shawn Tierney (Host): Yeah. And it’s it’s not gonna be able to it’s you’re not gonna be able to hook a camera up to it and, like, take pictures of your machine and say, okay. Write the control code for this. But, you know, if you had a, you know, process that had 12 steps in it, the AI could definitely help you generate that code and and other code. And we’ll have to have Henrik and Jake back on to talk about that when it comes out, but, you know, it’s gonna be able to save you, reduce the tedious part of the the coding. You know, if you need an array of so many tags and so many dimensions or, you know, the stuff that, you know, it would just be the typing intensive, it’s gonna be able to help you with that, and then you can actually put the context in there. Just like, you can pull up a template in Word for a letter, and then you can fill in the blanks. You know? And and, of course, AI is helping make that easier too. But, in any case, Henrik, maybe you can come back on when that feature launches. Henrik Pedersen (OTee): Yeah. Absolutely. And I’m also excited about just a simple a use case of of translating something. Right? Translating your existing let’s say if it’s a proprietary code or something like that, like, getting it getting it standardized and translating it to the ESE six eleven thirty one standard, for instance, or, so so the obviously AI is, like, perfect for this space. It’s there is no doubt, And and it’s, like, that’s also why I’m so excited about, like, what’s going on at the moment. It’s like there’s so much innovation potential, in the on the OT side now that, they are with all these new technologies. Shawn Tierney (Host): Yeah. Absolutely. Absolutely. Well, gentlemen, was there anything else you wanted to cover? Henrik Pedersen (OTee): I think just just one final thing from from me is, like, we thought a lot about it, like, before this this episode, and we thought, like, let’s offer let’s offer the listeners something something of of true value. So so we thought, the, you know, after this after this episode launched, we want to want to offer anyone out there that’s listening a free, completely hands on trial of our technology, in their in their in their environment or on their Raspberry Pi or whatever. So just just reach out to us if you wanna do that. And, and I yeah. We’ll get you set up for for for testing this, and it’s not gonna cost you anything. Shawn Tierney (Host): Well, that’s great. And, guys, if you’re listening, if you do take advantage of that free trial, please let me know what you thought about it. But, Henrik, thank you so much for, that offer to our listening audience. Guys, don’t be bashful. Reach out to him. Reach out to Jake. Jake, thank you for doing the demo as well. Really appreciate it. My pleasure. Any final words, Henrik, before we close out? Henrik Pedersen (OTee): No. It’s been great. Great, being here, Shawn, and thanks for for helping us. Shawn Tierney (Host): Well, I hope you enjoyed that episode. I wanna thank Hendrik and Jacob for coming on the show, telling us all about OT virtual PLCs, and then giving us a demo. I thought it was really cool. Now if any of you guys take them up on their free trial, please let me know what you think. I’d love to hear from you. And, with that, I do wanna thank OT for sponsoring this episode so we could release it completely ad free. And I also wanna thank you for tuning back in this week. We have another podcast coming out next week. It’ll be early because I will be traveling and doing an event with a vendor. And so expect that instead of coming out on Wednesday to come out on Monday if all goes as planned. And then we will be skipping the Thanksgiving, week, and then we’ll be back in the in the, in December, and then we have shows lined up for the new year already as well. So thank you for being a listener, a viewer, and, please, wherever you’re consuming the show, whether it’s on YouTube or on the automation blog or at iTunes or Spotify or Google Podcasts or anywhere, please give us a thumbs up and a like or a five star review because that really helps us expand our audience and find new vendors to come on the show. And with that, I’m gonna end by wishing you good health and happiness. And until next time, my friends, peace. Until next time, Peace ✌️  If you enjoyed this content, please give it a Like, and consider Sharing a link to it as that is the best way for us to grow our audience, which in turn allows us to produce more content

Returning to the show, Bob Beatty (author of Play All Night!: Duane Allman and the Journey to Fillmore East) and I will catch up and talk all things TTB and ABB. We'll look back the Allman Brothers Band songs TTB played this past year, revisit the Dickey Betts tributes, and more.

In this episode of the IoT For All Podcast, Jonas Schmid, co-founder and co-CEO of akenza, joins Ryan Chacon to discuss developing and scaling smart building solutions. The conversation covers akenza's evolution, smart building market consolidation, the importance of partnerships, scaling and future-proofing IoT solutions, the impact of low-code platforms, AI assistants in IoT, advice for getting out of the pilot stage, and the next wave of smart buildings.Jonas Schmid defines and leads the vision of akenza along with co-CEO Simon Rieser. He has a Master of Business Administration from the University of Geneva and previous experience in international project management with Siemens and ABB.akenza is an enterprise IoT platform allowing you to build great IoT products and services with value. It connects, controls, and manages IoT devices all in one place. With simple and secure management of smart devices, connectivity, and data, the akenza IoT platform enables the rapid introduction of innovative, smart solutions.Discover more about IoT and smart buildings at https://www.iotforall.comFind IoT solutions: https://marketplace.iotforall.comMore about akenza: https://akenza.ioConnect with Jonas: https://www.linkedin.com/in/schmidj/(00:00) Intro(00:09) Jonas Schmid and akenza(00:33) Starting an IoT platform business(02:01) The UK smart building market(04:36) Dealing with discontinued platforms and hardware(06:28) The value of partnerships in IoT and example(09:36) What makes akenza stand out?(11:34) The impact of low-code platforms on IoT(13:04) How have you been able to scale IoT for customers?(14:53) Future-proofing IoT solutions for customers(16:44) AI assistants in IoT(20:24) Getting out of the pilot stage(22:22) The next wave of smart buildings(22:59) Learn more and follow upSubscribe on YouTube: https://bit.ly/2NlcEwmJoin Our Newsletter: https://newsletter.iotforall.comFollow Us on Social: https://linktr.ee/iot4all

Plus: Unofficial jobs numbers are starting to come in from Wall Street, pointing to the U.S. labor market losing steam. And, Swiss tech giant ABB looks to sell off its robotics business to Japan's Softbank. Caitlin McCabe hosts.  Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices