Hardware Giants No Longer Sell Hardware: The Anatomy of the Platform Era from Siemens to HPE
In industrial automation and enterprise IT infrastructure, value is shifting from physical hardware to the control plane and platform layer. Hardware isn’t dead; it has evolved into a strategic Trojan Horse to bring software, telemetry, data, and AI services into the customer’s facility. The winners are not selling hardware or pure software; they are building platforms that bind customers into their ecosystem.