Industrial data: from visibility to business value

For more than a decade, industrial digital transformation centered on visibility. Manufacturers invested heavily in connected assets, historians, dashboards, sensors, and IIoT platforms to gain greater operational insight.

Today, visibility is no longer the primary bottleneck.

Walk any major industrial event, from Hannover Messe to Smart Manufacturing Week, and you will see it: nobody’s pitching “we’ll help you see your data” anymore. Most industrial organizations I talk to aren’t short on data. If anything, they are drowning in it. The real challenge has moved from collecting data to actually getting value out of it.

The challenge has shifted from collecting data to converting data into decisions, and decisions into measurable business outcomes. That shift is where AI and industrial operations begin to intersect in genuinely transformative ways.

The market’s biggest bet: industrial context layers

As AI matures, industrial systems are shifting from reporting what happened, to recommending what should happen next, to (increasingly) executing approved actions on their own. We are witnessing a gradual progression from automation toward autonomy.

My view, and one I continue to test in conversations across the market, is that much of the industry’s AI discussion remains overly focused on models themselves. Foundation models are becoming commoditized fast. What’s actually scarce is industrial context, the thing that lets those models do something useful.

An AI model can detect an anomaly, generate a recommendation, optimize a schedule. Fine. But without understanding asset relationships, maintenance history, engineering constraints, production targets, safety requirements, business objectives, that recommendation isn’t worth much on the shop floor. I saw this firsthand during a recent visit to Schneider Electric’s Le Vaudreuil plant in Normandy: the AI itself wasn’t the impressive part; it was the decades of engineering knowledge, process understanding, and operational context underpinning the system. Context is what turns raw data into intelligence, and intelligence into action.

Why AI context requires ongoing maintenance, not just setup

Context also needs upkeep. Let me share an instance I recently came across: a manufacturer brought in a consulting team to build an AI model that controlled fan sequencing inside a set of curing ovens, fixing a temperature gradient that had been causing product defects for years. It worked, and the consultants moved on. About three months later, the problem came back, worse than before. The model had drifted, and nobody was monitoring it closely enough to catch it.

The actual cause turned out to be almost trivial: in the summer, operators would prop open a back door to cool the plant, and the draft created a cold spot the model was never designed to account for. The people on the floor had always known to compensate for this manually, but once the AI model took over, that tacit knowledge quietly stopped being used, and nobody thought to feed it back in.

It’s a reminder that context isn’t a one-time input, it has to be actively maintained, or a model will keep confidently executing on a picture of the world that’s gone stale. Treat AI models like any quality system: audit them on a regular cadence, rerun the same inputs, and catch drift before it becomes a failure.

How industrial vendors are building AI context layers

The more conversations I have across the industrial software market, the more it feels like vendors are arriving at a similar conclusion. Whether through acquisitions, digital twin initiatives, semantic models, knowledge graphs, or industrial data fabrics, vendors are racing to build operational knowledge layers that sit beneath AI capabilities.

Schneider’s acquisition of Cognite. Siemens pursuing its vision through Intelligence Center X, which surfaced repeatedly in conversations at Realize LIVE as part of Siemens’ effort to connect industrial data, engineering knowledge, and AI into a unified operational intelligence layer. Bosch’s Manufacturing Co-Intelligence push, which Norbert Jung was framing to me in Berlin as a “third layer of intelligence” sitting above the shop floor. Autodesk buying MaintainX. Velotic forming. Different roads, same destination: everyone’s racing to build the contextualized data foundation, the semantic layer, the knowledge model, the digital twin underneath the AI.

The emerging battle is no longer simply about delivering AI capabilities. It is about owning the context layer that makes those capabilities useful.

AI assistants vs. AI agents in industrial software

One data point which is relevant here: AI assistants are already everywhere in enterprise software, IDC estimates over 60% of enterprise apps now have some assistant or advisory capability baked in, while roughly 20% are pushing further into actual agent territory, systems that can independently perceive, evaluate, and act. That difference is not small. Assistants help people do the work. Agents start doing the work themselves.

And that has real implications for how enterprise software gets built. For decades, applications were designed around humans: log in, navigate a workflow, move data from one system to another. In an agentic world, that whole model starts to break down.

Why orchestration, not automation, is the real disruption

Instead of opening five dashboards, a user might just say: “optimize tomorrow’s production schedule while minimizing energy costs and avoiding maintenance conflicts.” An orchestration layer then pulls together specialized agents across scheduling, asset management, supply chain, and energy to actually get it done. It’s roughly the vision I kept hearing sketched out on the show floor at Smart Manufacturing Week and other industry events, just from different vendors, each convinced they’d own the orchestration layer.

So no, I don’t think the disruption here is automation. Industry has automated processes for decades already. The disruption is orchestration. Agents are becoming the connective tissue between applications, processes, and outcomes.

That doesn’t mean SaaS is going away, not even close. ERP, MES, EAM, APM, historians, supply chain systems, these stay critical because they are what agents read from and act through. But the value is migrating upward, away from the application itself and toward the orchestration and context layers sitting above it.

This is basically why I don’t buy the “SaaSpocalypse” narrative that’s been making the rounds. What’s actually happening looks less like the death of software and more like software evolving from a system of record into a system of intelligence.

For industrial software vendors, that raises an uncomfortable strategic question: if everyone can plug into the same foundation models, where’s the differentiation going to come from?

My take: Domain intelligence. Process models. Engineering expertise. Decades of operational history. Digital twins. Openness and interoperability. Contextualized industrial knowledge that’s been built up over years, not scraped off the internet.

Key questions for the future of industrial AI

The last decade was about digitizing operations. The next one is likely going to be about operationalizing intelligence. The data already exists. The models are becoming available to everyone. Context is emerging as the industry’s most defensible and strategically valuable asset.

Which leaves me with a few open questions I’d genuinely love to hear other views on:

  • Will the next generation of industrial platform leaders be the ones with the best AI, or the ones with the richest operational context?
  • Does the real control point end up living inside the application, or in the orchestration layer above it?
  • As agents become the primary “users” of software, how should vendors be rethinking product design and pricing?
  • Will industrial organizations trust a single vendor’s context layer, or will neutral data foundations end up winning out?
  • And perhaps the biggest one: as we move from automation to autonomy, who actually owns the decision?

Got a question? Drop it in here.

Gunjan Bassi

Gunjan Bassi - Research Manager

Gunjan Bassi has more than 14 years' experience working in the logistics and transportation sector. Before joining IDC, she worked with Transport Intelligence (Ti), a transportation and logistics research firm based in Bath, England, where she was responsible for vertical…

The headlines from InfoComm 2026 said the industry moved “from rooms to experiences.” We’ve been observing this transition for a while. But what’s more relevant to anyone who buys, runs, or just sits in meeting rooms is that the room has become another device on the corporate network, and that changes who is in charge of it. 

For years, the meeting room was the thing on the wall you hoped would just work. InfoComm 2026 in Las Vegas, the pro AV industry’s big annual show, made the case that those days are over. The room is no longer a fixed installation. Yes, it is becoming an experience, but it also bears a striking resemblance to something IT knows all too well, a textbook case of AV/IT convergence: a managed device, bought like an endpoint, run like part of a fleet, and increasingly able to collect data about the people inside it. 

The industry has agreed on the theme: outcomes, not spec sheets, now drive what companies spend on collaboration technology. Buyers want rooms that simply work and that prove their value. But what’s worth exploring is how they get there. What is different in how a meeting room is bought, run, and governed? And who ends up operating it? 

Let’s look at some numbers. Attendance at InfoComm 2026 fell about 9% year on year. What rose was the share of buyers in the room. AVIXA (the Audiovisual and Integrated Experience Association, which owns and produces InfoComm) reported that end users made up 37% of attendees, a record, up from 35% last year and 29% in 2024. So fewer people came, but more of them were the ones who sign the purchase order. What they found was a transitioning market: value is continuously moving away from hardware and installation labor toward software, cloud, and AI. 

Three groups of announcements at the show summarize this: one each for how a room is bought, how it is run, and how it is governed. 

Your next room upgrade starts with the chip that runs on-device AI 

For years, a room upgrade meant better cameras, microphones, and displays. InfoComm 2026 reframed it as a decision about processing power. HP introduced its Poly Studio Room Compute, and Cisco showed new endpoints, built on an operating system called RoomOS 26 that it developed with NVIDIA, that run AI agents directly on the device rather than in the cloud, an approach some now call edge AI. 

Cisco leaned hardest on this point, and the argument threaded through the entire show: the features that do real work in a meeting, not just record it, need on-device AI processing, so a room built on incompatible or aging hardware simply cannot run them. In other words, AI in the meeting room is no longer only a software question. It’s about hardware. Perhaps the more uncomfortable part for most buyers is that a lot of the equipment bought in the last few years may not run the features now being sold, which turns a routine refresh into a spending decision that requires a business case. 

Enter the agentic AI 

Think about what happens today when a meeting room misbehaves. Someone files a ticket and waits for a technician. Well, according to InfoComm 2026, you will soon be asking an AI assistant to sort it out. 

Several vendors connected their room systems to AI assistants using the Model Context Protocol, the open standard that companies are adopting to let AI act on their other software. Neat’s version runs on your own network and works with assistants like Claude or Cursor, so the assistant can see what is wrong in a room, change the settings, and resolve common problems without specialist knowledge or a site visit. Others are taking their own routes to the same idea: Shure, the show’s headline partner, is moving beyond hardware with ShureCloud, which manages devices centrally and adds an AI assistant for troubleshooting and support, while Cisco has connected Microsoft’s Copilot to Webex. Related tools now watch over rooms from many brands, and across Teams, Zoom, Google Meet, and Webex, from one place. 

Why should anyone outside AV care? Because this is the same move toward AI agents that is happening across the workplace, only now reaching the meeting room, and the payoff is both money and time saved: fewer call-outs, fewer help-desk tickets. It also pushes the firms that install AV toward ongoing service instead of one-off projects. However, it is still early. Most of this was shown as a capability, not a full rollout, and whether “agentic” lives up to the label is still unproven. 

So the room is now collecting data. But who governs it? 

The moment a room becomes “intelligent”, it starts producing data: who was in it, who spoke, and how the space was used. That makes it interesting to a lot more people. HR, legal, and security now have a stake in it, alongside IT, and each comes at it from a different angle. 

HR sees a room that can log who attended, who spoke, and how much, and wants to reassure employees that this isn’t being used against them and retain their trust. Legal sees the recordings and transcripts as personal data: information that carries consent, retention, and residency obligations, and that can be pulled into discovery if a dispute arises. Security sees a networked device sitting in on confidential conversations and asks the obvious questions, namely who can access that data, where it is stored, and how much bigger a target the room has become. IT, which used to own the room outright, now runs it on behalf of all three. And there is still no security standard written specifically for AI in these systems, and general ones like NIST cover only part of it. 

The industry’s early answer is to keep the processing and the data inside the room rather than sending it to the cloud, which helps with privacy and with rules about where data is allowed to live. Those questions are climbing the data governance priority list for IT and security teams this year, and writing the policy before you roll rooms out widely saves you the harder job of untangling it later. 

The room reads you now. Time to read the room. 

The meeting room is now bought like any other endpoint, run as part of your device fleet, and governed as a data source. That is a long way from the box on the conference-room wall. 

What to do before your next upgrade:  

  1. Ask which AI features run on the hardware you already own, and what you would need to buy for the rest.  
  1. Before you believe any “agentic” pitch, run a small pilot and hold it to a measurable result, such as fewer support tickets.  
  1. And before you scale, decide who owns the data the rooms collect.  

Do that, and the answer to who operates your meeting rooms, AV, IT, or an AI agent, becomes all three, working alongside. The companies that treat the room that way will get the most out of what vendors are now building. 

Navigate your next workplace technology decision with the evidence to back it. Explore IDC’s Intelligent Workplace research, forecasts, and analyst guidance, or speak with our analysts

Gala Spasova

Gala Spasova - Senior Research Manager, Europe Smart Office and EMEA Content & Knowledge Management Strategies

Gala Spasova is a senior research manager in IDC's Future of Workplace & Imaging team. Her research focus is on Hybrid working, Smart Office technology and Content & Knowledge Management Strategies in EMEA.  Spasova is also part of the European…

IDC recently brought together 20 senior technology executives for an invitation-only dinner with analysts Carla Arend, Andrew Buss, Duncan Brown, and Rahiel Nasir to discuss digital sovereignty in Europe. Here’s what came out of the room.

Sovereignty is real. The conversation around it isn’t.

IDC opened with a provocation: the word “sovereignty” is doing more harm than good. It’s politically loaded, definitionally contested, and vendors have been guilty of “sovereign washing”. Meanwhile, IT departments struggle to translate the concept into something their internal stakeholders actually care about.

What European organisations do care about is entirely concrete: protection against extra-territorial data requests, regulatory compliance, and supply chain resilience. According to IDC research, these are operational risk priorities, not political statements. The vendors making progress in this space have figured out how to speak to that gap. Those still foisting their own definitions of sovereignty on to the market and/or offering nothing more than so-called solutions for data localisation/residency largely haven’t.

The cloud strategy picture is more nuanced than the headlines suggest

Europe is re-assessing its options for cloud and technology providers. Global hyperscalers remain part of the picture, but how they are used is increasingly open to question. IDC’s data points to a clear shift toward layered architectures that combine global scale with local control. A specific model is emerging as the dominant pattern, and the vendors positioned within it are seeing very different conversations than those sitting outside it.

The regulatory picture adds another layer of complexity. NIS2, DORA, the AI Act: each creates compliance obligations that directly shape how organisations think about their technology infrastructure and provider relationships. Navigating that landscape without a clear positioning is increasingly difficult.

Private cloud is not the safe harbour it looks like at first glance

IDC commonly emphasizes that private cloud is the ultimate sovereign cloud, and this remains strongly the case as very few companies wish to exit all their datacenters and move wholesale to the public cloud. As adoption of private cloud has grown and evolved, it has moved from bespoke private cloud implementations towards being built on end-to-end private cloud stacks from major providers, with popular options being Microsoft Azure Local, Google Distributed Cloud, AWS Outposts, or VMware Cloud Foundation. This has resulted in unprecedented capability for enterprises running their own applications and services – but with this has also come a co-dependency on external providers for the ongoing operations of the control plane of the private cloud.

Should any serious technology or political issues arise that interrupts the connection between the public cloud based control plane and the private cloud, services deployed and delivered on the private cloud infrastructure may remain static, degrade over time, or even stop working. The end result is a bought and paid for sovereign physical infrastructure that is unable to operate effectively due to a non-sovereign operations management dependency – and this is a major risk today that a few years ago seemed unthinkable.

European customers have been providing forceful feedback to private cloud stack providers that this public cloud control plane dependency is untenable, and the market is beginning to respond. Most, but not all, providers of private cloud stacks have begun to offer an on-premises approach to the control plane, allowing fully disconnected management of applications or digital services deployment and operations, as well as of licencing tracking and billing, or updates and patching from offline sources.  The big challenge though is that these disconnected options are often limited when it comes to go to market, with vendors limiting access to the largest companies or critical national infrastructure providers or the defense industrial complex. While this may be acceptable initially as solutions come to market and are proven, for the longer-term vendors will need to make disconnected operations a core part of their value proposition across the whole customer base.

AI sovereignty: the new frontier

AI sovereignty has been part of the digital sovereignty debate for some time. But it has now emerged as the new frontier: the question of who controls the models, the data used to train them, and the inference infrastructure is becoming as contested as data residency was five years ago. The general read in the room: AI sovereignty is harder to achieve than data or infrastructure sovereignty, and the messaging across the industry remains inconsistent.

Dig deeper into the research

The dinner was one part of a broader IDC programme on digital sovereignty across Europe. If the themes above are relevant to your positioning or go-to-market strategy, here is where to go next.

Digital Sovereignty Beyond the Label – IDC’s Strategic Guide cuts through the definitional noise and explains what buyers actually evaluate when assessing sovereign solutions and providers. Download free.

From Sovereignty Claims to Credible Positioning – A customer case study on how technology providers are turning sovereignty into a commercially viable proposition. No form required.

Missed the webinar? Rahiel Nasir and Duncan Brown covered buyer expectations, sovereign washing, and practical go-to-market guidance on June 18. The on-demand recording is available here.

IDC’s Digital Sovereignty research covers cloud strategy, data governance, regulatory compliance, and infrastructure sovereignty across European markets. Research presented at the dinner was drawn from IDC’s European Digital Sovereignty Survey and the Semiannual Public Cloud Services Tracker.

Rahiel Nasir

Rahiel Nasir - Research Director, Cloud and Datacenters, Enterprise Infrastructure

Rahiel Nasir is Research Director within IDC’s enterprise infrastructure global research domain and part of the Cloud and Datacenters subdomain. Rahiel is IDC’s global lead on digital, cloud, and AI sovereignty. In this capacity, he covers emerging sovereignty initiatives and…
Andrew Buss

Andrew Buss - Senior Research Director, Cloud and Datacenters, Enterprise Infrastructure

Andrew Buss is Senior Research Director within IDC’s enterprise infrastructure global research domain and part of the cloud and datacenters subdomain. He leads IDC’s worldwide datacenter research, in which he and his team provide qualitative and quantitative insights into the…
Duncan Brown

Duncan Brown - Group Vice President, Worldwide Security Products, Worldwide Sustainability

Duncan Brown leads IDC’s worldwide security products research, covering endpoint, network, identity, cloud, application security. His analysis and opinions on security, cyber-resiliency, sovereignty and AI governance are widely sought by industry leaders and investors, while his comments on industry trends…

Last week, a select group of senior print and imaging executives gathered in London for IDC’s Print and Imaging Leadership Dinner. During this invitation-only evening, a conversation unfolded between IDC analysts and the people shaping the industry, moderated by IDC’s Sandra Ng.  

What came out of that dinner? Some of the discussions reaffirmed what many already suspected. But some of the insights revealed will fundamentally change how forward-thinking vendors approach the next 18 months. Here’s a taste of what was discussed, and why you’ll want to be in the room for one of IDC’s executive dinners next time.  

The buying committee has expanded, and most vendors are still selling to the wrong people  

Two years ago, a print deal sat with IT and procurement. That’s no longer the world we’re operating in. IDC’s 2026 European Print Survey, covering 2,000 organisations across eight markets, revealed that the stakeholder landscape has shifted dramatically. The conversation that used to happen in one room now happens in four.  

The implications for how vendors structure their go-to-market approach are significant, and the dinner surfaced a very specific playbook that the those gaining the most ground are already executing. We’ll leave the details for the briefing room.  

Security just overtook cost reduction as the #1 investment driver in print. 

A striking 24% of European technology buyers now cite security and compliance as their primary reason for investing in print. That puts it ahead of both cost reduction and productivity.  

This is more than a repositioning opportunity, as it moves the conversation to a different level within the organization,  with a different buyer. Those in the room heard exactly which messaging reaches the CISO, which regulatory triggers are opening budgets right now, and where the hardware story needs to evolve to stay relevant.  

IDC predicts that 40% of worldwide new office MFP shipments will be classified as AI MFPs by 2027. The vendors with a credible roadmap published today will be the ones with a strategic seat in 24 months. Those without one are already behind.  

The buyer has already formed a view before your sales team picks up the phone  

This was the session’s sharpest insight, and the one most likely to keep vendor CMOs up at night.  

GenAI-sourced web traffic grew 1,200% between 2024 and 2025. Two in three searches today end without a single click. Buyers are shortlisting vendors, forming preferences, and making preliminary decisions inside AI assistants, before they’ve seen your website, opened your brochure, or taken a sales call.  

IDC’s Gala Spasova gave a demonstration that stopped the room. When major AI assistants were asked the questions a head of digital workplace would actually type, around 30 vendor names came back consistently. Not a single print OEM appeared. When the question became print-specific, all the familiar names showed up.  

The print category is owned. The workplace category, where your buyers are actually looking, is invisible.  

What it takes to change that, and how fast it compounds once you do, was laid out in detail at the dinner. The short version: it’s not pay-to-play, and the window to act is narrow.  

Three places the money is actually moving in 2026, and the 12–18 month window you can’t afford to miss  

IDC analysts Jacqui Hendriks and Gala Spasova mapped out three near-term growth areas where European buyer investment is already building, from value-add software and services through to Intelligent Document Processing and a sustainability play that changes both the buyer and the budget.  

The most time-sensitive of these? A three-way alliance opportunity, vendor, channel, certified refurbisher, that’s unserved by the larger SIs and telcos, but not for long. European refurbished device shipments grew 28% in 2025. Demand is running well ahead of vendor readiness. The potential of such a model was discussed at the dinner in some detail.  

The commercial model shift that separates the winners  

The evening closed with a discussion on what’s actually different about the vendors capturing European growth. It’s not just what they’re selling. It’s the contracts they’re willing to sign, the conversations they’re prepared to have, and the partnerships they’re building now.  

Roberto Alunni and Phil Sargeant laid out, with uncomfortable precision, the behaviours that distinguish vendors gaining ground from those defending yesterday’s revenue. Some of it is replicable quickly. Some of it takes 18 months of investment to build. All of it was on the table.  

Were you in the room?  

If you weren’t at IDC’s Print & Imaging Leadership Dinner, or if you’re wondering how to get on the guest list for the next executive dinner, now is the time to reach out. Events like this are where the defining conversations happen: the information and insight that doesn’t make it into LLMs and the strategic debates that shape how the market moves, alongside networking and the connections that open doors.  

Whether your focus is European print and imaging, AI-driven workplace transformation, digital sovereignty, channel partnerships, or any of the many other topics shaping the European technology landscape, IDC brings together the senior leaders and the research to drive the conversation forward.  

To find out more about IDC’s European print and imaging research programme, or to join the conversation at our next event, contact your IDC representative or simply fill in our contact form.  

IDC’s European print and imaging research covers 2,000 organisations across Czech Republic, France, Germany, Italy, Poland, Spain, the UK and the Nordics, across 15 verticals. The 2026 European Print Survey data underpinning this dinner is available to IDC clients and select briefing participants.  

Phil Sargeant

Phil Sargeant - Senior Program Director, Imaging and Hardcopy Devices and Document Solutions, European Region

Phil Sargeant is IDC’s leading expert in the field of imaging, hardware devices and document solutions. As senior program director, he researches and reports on the key aspects of the multifunction, production and large format printer markets and is also…
Gala Spasova

Gala Spasova - Senior Research Manager, Europe Smart Office and EMEA Content & Knowledge Management Strategies

Gala Spasova is a senior research manager in IDC's Future of Workplace & Imaging team. Her research focus is on Hybrid working, Smart Office technology and Content & Knowledge Management Strategies in EMEA.  Spasova is also part of the European…
Jacqui Hendriks

Jacqui Hendriks - Associate Research Director, European Print Vendor Transformation Strategies

Jacqui Hendriks, Associate Research Director, European Imaging, Printing and Document Solutions Jacqui Hendriks heads up IDC's European Print Vendor Transformation Strategies research program, in collaboration with various IDC research domains. Hendriks has more than 30 years of experience of working…
Roberto Alunni

Roberto Alunni - Senior Research Director, EMEA Data & Analytics

Roberto Alunni is a Senior Research Director at IDC for imaging, print, and document solutions research across the EMEA region. He is responsible for strategic and operational implementation and leads an international analyst team. He is a specialist in imaging…
Sandra Ng

Sandra Ng - Senior Vice President, WW and APJ Research

Sandra Ng is Senior Vice President at IDC and the Global Domain Leader for Devices, Consumers, Imaging, and Japan. Based in Singapore, she advises technology buyers and vendors worldwide on technology investments, financial priorities, and go-to-market strategies. She leads a…