AI-Driven Automation Revenue to Surpass US$5 Billion by 2035 as Manufacturers Rebuild Control Engineering Around Virtualization

Impact · against what's priced in

The report identifies a significant new TAM for industrial AI and software-defined automation, particularly in DCS software, that likely exceeds current market expectations for legacy industrial vendors. Siemens and Rockwell Automation are well-positioned to capture this growth via foundation models and AI engineering tools, respectively.

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AI-Driven Automation Revenue to Surpass US$5 Billion by 2035 as Manufacturers Rebuild Control Engineering Around Virtualization

What matters in this story

Kennametal (KMT) Q1 Earnings Beat Estimates

AI-Driven Automation Revenue to Surpass US$5 Billion by 2035 as Manufacturers Rebuild Control Engineering Around Virtualization

What matters in this story

Kennametal (KMT) Q1 Earnings Beat Estimates

How each ticker is affected

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AI-Driven Automation Revenue to Surpass US$5 Billion by 2035 as Manufacturers Rebuild Control Engineering Around Virtualization

What matters in this story

Next reads from the same story arc

Kennametal (KMT) Q1 Earnings Beat Estimates

AI-Driven Automation Revenue to Surpass US$5 Billion by 2035 as Manufacturers Rebuild Control Engineering Around Virtualization

What matters in this story

Next reads from the same story arc

Kennametal (KMT) Q1 Earnings Beat Estimates

How each ticker is affected

Connected tickers

Track these names every morning.

Alphabet's Search Scare Is A Buying Chance - Amazon's Cash Problem Isn't

Market Brief: Anthropic's $1.5T IPO Is Coming - Is AI Growth Worth The Price?

Venture Global Wants to Be an "AI Utility." Its 10-Gigawatt Plan Still Needs Customers.

Uber's Delivery Business Narrows Gap With Ride-Sharing. Now Comes the Robo-Taxi Push.