Digital
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Global flow-meter market: types, advantages and challenges?

The global flow-meter market was worth $12bn in 2024, across 4M flow-meters, with an average price of $3k per unit, and typical accuracy of 0.5-1%. This data-file disaggregates the market by flow-meter type, highlighting the physics, advantages, challenges, pricing, volumes, market sizing and leading companies involved in each type.
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Wi-Fi networks: finding a hotspot?

Could the electricity demand of Wi-Fi networks surprise to the upside due to AI, as 100bn future devices relay 1-10Mbps of data, including for machine vision? This 15-page report outlines Wi-Fi energy economics from first principles. Vastly more network traffic can be supported, simply via efficiency gains.
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Rockwell Automation: IoT acronyms?

Rockwell Automation is the largest pure-play automation company in the world. It integrates real-time data and controls thousands of components across typical industrial facilities, often saving energy, costs and raising throughputs. This data-file reviews its product offering, case studies and IoT and automation acronyms.
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Emerson: instrumentation and control case studies?

What do the instrumentation and controls, deployed by companies like Emerson, actually do? And will the rise of AI accelerate their deployment? We have tried to answer these questions by reviewing 30 case studies from Emerson’s product suite. This highlights an end-to-end offering to gather vast quantities of data from, and then optimize industrial assets.
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Gecko Robotics: AI Asset Inspection?

Gecko Robotics is a leader in AI+Robotics (AIR), which can save tens of millions of dollars per year, when autonomous asset inspections are used to eliminate down-time and optimize maintenance operations. The company has already reached $1.25bn of valuation. The value hinges on the marriage of specialized hardware with an AI platform. This holds lessons…
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Solar+AI: bootstrapping a sci-fi scenario?

What if a data center was powered entirely by solar, and then the profits and spare computation resources from the data-center were fully reinvested in building more solar and building more racks? Could you end up with 100TW-scale data-centers?! Would this scenario fail to materialize because we would run out of things to compute? Or…
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Servo motors: cost calculator?

Servo motors form a $16bn pa market, used in robotics, precision manufacturing equipment, CNC machines, aerospace and med-tech. This data-file estimates the costs of servo-motors, based on underlying controller costs, motor costs and reduction gear costs. Hence we have attempted a simple servo motor cost calculator.
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Cognex: machine vision technology?

Cognex machine vision technology is used to ID products, inspect products, guide robotics and gauge sizes. This data-file reviews 20 case studies, with payback periods typically below 1-year. Increasing capabilities of AI are already extending use cases for these systems. We conclude this trend will continue, and also unlock more demand for industrial robots.
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Industrial robots: arm’s reach?

5 million industrial robots have now been deployed globally, in an $18bn pa market. But growth could inflect, with the rise of AI, and to solve labor bottlenecks, as strategic value chains are re-shored. Robotics effectively substitute labor inputs for electricity inputs. Hence today’s 18-page report compiles 25 case studies, explores the theme and who…
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Industrial robotics companies screen?

This data-file profiles a dozen leading industrial robotics companies. The top five producers account for 60% of the global market, led by companies in Japan and Europe. Although China now comprises half of all industrial robot deployments, and thus Chinese companies are entering the robotics space.
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