Competitor research

Pick a teardown.

• Archetype AIPhysical AI: one sensor-native model (Newton) sold as five agents for operating states, faults and task checks.30 Oct 2026
• CogniteIndustrial knowledge graph with Atlas AI agents and Flows apps: every use case, six demos walked, $3.1B Schneider deal.29 Oct 2026
• Juna AIAgentic Factory OS from Berlin: company model, Claude chat, background agents.23 Oct 2026
• TractianOwn sensors plus AI for asset health, now with its JANUS model and agents; $1.4B valuation, ARR over $100M.30 Oct 2026
• DataMesh3D digital twin turned Physical AI: FactVerse AI Agent with 103 MCP tools, Inspector, Director; strong in China and Japan.30 Oct 2026
• Roima IntelligenceNordic plant-software roll-up: TilliT operator MES and Aura AI, an agent team that prices every finding.30 Oct 2026
• SymphonyAIIndustrial AI platform: one governed plant context under graph analytics, agent flows, generated apps and Copilot.27 Jul 2026
• EthonCausal AI from Zurich: root cause, recommended ranges with expected gain, and live process control.13 Jul 2026