Autonomous and AI enabled technology adoption
39 statements on the record across 5 companies, ordered by how much each has said. Every quote is verbatim from its call.
Across the sector, companies describe steady, broadening adoption of autonomous and AI enabled tools without fixed delivery deadlines. CAT points to growing customer acceptance of autonomy backed by $30 billion in R&D and 1.5 million connected assets plus a new generative AI service tool, PSEs [m2877, m3014, m2644, m2629, m2630, m3036]. DE offers the most quantified traction, citing See and Spray covering one million acres with nearly 60% herbicide reduction, ExactApply near 80% early order take rate, 8,000 pay-per-use kits sold, and over 75% of orders choosing top harvest automation [m2925, m2924, m2942, m2943, m2945, m2946, m2947, m2939, m2940, m2941]. EMR and HON diverge toward software and frontier computing, with EMR's Ovation 4.0 and Nigel.ai embedding generative AI into design and maintenance workflows while calling disruption risk minimal [m2762, m2763, m2764, m2765, m2882, m2883, m2884, m2900, m2901], and HON's QuantiNUM launching the Helios quantum computer paired with NVIDIA AI supercomputing after an $840 million raise at a $10 billion valuation [m2513, m2514, m2515, m2512, m2534]. MMM's disclosure is narrower, applying AI models to optimize machine changeovers for better yield [m2790].
CAT has consistently reported strong and growing customer acceptance of its autonomous solutions across 2024 and 2025, without committing to a specific delivery date. [m2877, m3014, m2561, m2845, m2821] Umpleby framed this as backed by over $30 billion in R&D over 20 years across autonomy, alternative fuels, connectivity, digital, and electrification. [m2644] Underlying digital infrastructure includes over 1.5 million connected assets and a new generative AI tool, PSEs, launched to speed service recommendations and reduce downtime. [m2629, m2630] Creed reaffirmed in April 2025 an open, ongoing promise to keep expanding adoption of autonomy and digital capabilities for customers, with no fixed deadline given. [m3036]
Show the 12 verbatim statements
#m2877 · 2024-08-06 · James Umpleby · STATED
“Customer product utilization remains high, the number of parked trucks remains low and the age of the fleet remains elevated and our autonomous solutions continue to see strong customer acceptance.”
#m2872 · 2024-08-06 · James Umpleby · STATED
“In addition to that, we continue to invest significantly in technology to help our customers be more successful. All the tools that we're putting into our machines to, for example, allow our customer to hire a relatively inexperienced operator and have them operate a machine like a pro who's been at it for many years.”
#m2645 · 2025-01-30 · Jim Umpleby · STATED
“Taking center stage at the Caterpillar CES exhibit was a Cat 972 wheel loader retrofitted to be an extended range electrified machine hybrid technical demonstrator. The demonstrator can run fully battery electric with zero exhaust emissions for several hours. It has an on-board generator and charger that enables full day uptime without requiring an investment in direct current, or DC charging infrastructure.”
#m2644 · 2025-01-30 · Jim Umpleby · STATED
“We showcased our continuous investment in the core technologies of autonomy, alternative fuels, connectivity and digital, and electrification. Our ability to provide these solutions reflects investments of more than $30 billion in R&D over the past 20 years to deliver best-in-class innovation.”
#m2629 · 2025-01-30 · Jim Umpleby · STATED
“Working with our dealers, we are leveraging over 1.5 million connected reporting assets and digital tools. Our Cat digital tools allow customers to more efficiently improve uptime, manage their fleets, and transact on our ecommerce platforms.”
#m2646 · 2025-01-30 · Jim Umpleby · STATED
“In initial testing, the demonstrator maintains or exceeds the performance of a Cat 972 internal combustion machine while providing customers with the benefits of a hybrid system.”
#m2630 · 2025-01-30 · Jim Umpleby · STATED
“For example, this year we launched an internal generative AI solution designed to optimize the creation of intelligent leads, which we call Prioritize Service Events, or PSEs. This tool significantly reduces the time and effort required for service recommendations, helping customers avoid unplanned downtime by clearly identifying the recommended repair options and timing for customers.”
#m3036 · 2025-04-30 · Joe Creed · STATED
“We'll continue to try to get more adoption of our technology like autonomy and digital capabilities to support our customers.”
#m3014 · 2025-04-30 · Joe Creed · STATED
“We also continue to see growing customer acceptance of our autonomous solutions.”
#m2561 · 2025-08-05 · Joseph E. Creed · STATED
“We also continue to see growing demand and customer acceptance of our autonomous solutions.”
#m2845 · 2025-10-29 · Andrew R. Bonfield · STATED
“With regards to autonomy, we continue to see greater acceptance by our customers of the need for autonomous solutions.”
#m2821 · 2025-10-29 · Joseph Creed · STATED
“We also continue to see growing demand and customer acceptance of our autonomous solutions.”
John May said See and Spray covered one million acres in the year, cutting herbicide use by nearly 60%, part of LEAP ambitions on connected machines, engaged acres, and Autonomous Acres. [m2925, m2924] Jepsen reported ExactApply adoption on model year 2025 sprayers up over 10% year-over-year, reaching nearly 80% take rate in the early order program, with over 1,000 See and Spray Premium and Ultimate orders taken for 2025. [m2942, m2943] Reed said Deere shifted to a pay-per-use and recurring license model to widen access to precision technology like See and Spray, and Jepsen said this drove over 8,000 kits sold in the first year, installed on equipment averaging model year 2012. [m2945, m2946, m2947] Reed cited over 75% of combined early order program orders choosing the highest level of harvest settings automation, expected to boost harvest productivity up to 20%, while Jepsen noted highly engaged acres grew over 30% globally, nearly 50% in South America. [m2939, m2940, m2941]
Show the 12 verbatim statements
#m2942 · 2024-11-21 · Josh Jepsen · STATED
“For example, the adoption of ExactApply technology on model year 2025 sprayers increased by over 10% year-over-year, reaching a nearly 80% take rate in this year's early order program.”
#m2943 · 2024-11-21 · Josh Jepsen · STATED · by 2025
“For 2025, across both factory-installed options and retrofit precision upgrades, we have currently taken over one thousand orders for new See and Spray Premium and Ultimate units.”
#m2948 · 2024-11-21 · Josh Jepsen · STATED
“This example highlights the importance of finding new ways to meet our customers at every stage of their precision tech journey.”
#m2947 · 2024-11-21 · Josh Jepsen · STATED · by first year
“We recently changed the pricing model from a one-time cost to a recurring license that allows customers to access the vital technology at a fraction of the traditional upfront investment. In the first year alone, we sold over eight thousand kits, and these kits are being installed on equipment with an average model year vintage of 2012.”
#m2946 · 2024-11-21 · Josh Jepsen · STATED
“There's been quite a bit of discussion about our pay-per-use model and if it's the right go-to-market strategy for some of our latest tech offerings. The reality is that we're seeing higher levels of adoption using this model compared to our traditional upfront pricing approach, but only when it makes sense.”
#m2945 · 2024-11-21 · Cory Reed · STATED
“Our goal is to enable more customers to experience the impact of our See and Spray technology by leveraging a different business model to unlock that value, which is more crucial than ever in the current macro environment.”
#m2925 · 2024-11-21 · John May · STATED
“Our flagship Sense and Act technology, C and Spray, covered one million acres this year alone, reducing herbicide use by an average of nearly 60%.”
#m2940 · 2024-11-21 · Cory Reed · STATED
“In fact, we expect our customers will experience up to a 20% boost on average in harvest productivity from this feature alone.”
#m2941 · 2024-11-21 · Josh Jepsen · STATED
“Global year-over-year growth in highly engaged acres is over 30%, with South America notably up nearly 50%.”
#m2944 · 2024-11-21 · Cory Reed · STATED
“When you have technology that you know is going to save money for your customers, you want to get that solution in their equipment as quickly as possible.”
#m2924 · 2024-11-21 · John May · STATED
“This year also brought about a range of new and exciting solutions as we furthered our progress on many of our LEAP ambitions, including connected machines, engaged acres, and Autonomous Acres.”
#m2939 · 2024-11-21 · Cory Reed · STATED
“At the top end of our tech stack, we're seeing record adoption of some of our most advanced features. For example, over 75% of combined EOP orders have opted for our highest level of harvest settings automation because of the immediate value this technology will bring to their operations.”
In August 2024, Lal Karsanbhai announced Ovation Automation Platform 4.0, a software-defined AI-ready platform with generative AI for prescriptive maintenance guidance, integrated with Ovation Green for renewable and traditional generation visibility. [m2762, m2763, m2764, m2765] By February 2026, Surendralal Karsanbhai reported Nigel.ai, launched in 2025 as an AI assistant for test automation, evolved into an AI author enabling accelerated code development across design, validation, and production. [m2882, m2883, m2884] Karsanbhai positioned this as a step toward AgenTeq AI and cited accelerated user adoption of LabVIEW since Nigel's 2025 debut. [m2884] Ram Krishnan stated software offerings remain built on first-principle simulation models, and that AI being embedded into Emerson's software poses minimal disruption risk while accelerating growth. [m2900, m2901]
Show the 9 verbatim statements
#m2764 · 2024-08-07 · Lal Karsanbhai · STATED
“Ovation 4.0 brings customer-focused innovation, such as secure generative AI models to offer prescriptive operations and maintenance guidance together in a robust solutions portfolio.”
#m2765 · 2024-08-07 · Lal Karsanbhai · STATED
“It also offers integration with our Ovation Green software to improve holistic awareness across traditional and renewable power generation and storage to aid customers who have an increasingly complex mix of generating assets.”
#m2762 · 2024-08-07 · Lal Karsanbhai · STATED
“One of our breakthrough innovation priorities is software-defined automation. Our industry-leading Ovation Automation platform just launched a software-defined AI-ready platform for the power and water industries.”
#m2763 · 2024-08-07 · Lal Karsanbhai · STATED
“The Ovation Automation Platform 4.0 builds upon our boundless automation vision to bring a unifying data fabric across the organizations to optimize operations from device to enterprise.”
#m2900 · 2026-02-03 · Ram Krishnan · STATED
“For us, from a software perspective, first off, all of our software offerings are built on first principle models. Very, very sticky and a lot of domain knowledge built into these simulation capabilities, not just at Aspen, but also our offerings.”
#m2882 · 2026-02-03 · Surendralal Karsanbhai · STATED
“Nigel provides intelligent workflows with AI-driven test design and orchestration to accelerate troubleshooting, optimize lab performance, and enhance decision-making. This award demonstrates Emerson Electric Co.'s leadership in AI-enabled test automation and reflects continued momentum as we move the industry towards autonomous test operations.”
#m2883 · 2026-02-03 · Surendralal Karsanbhai · STATED
“Today, Emerson Electric Co. released the next generation of Nigel.ai, strengthening our capabilities in AI-enabled test. These upgrades deliver step-changing performance by moving Nigel.ai from an AI assistant to an AI author, accelerating code development to make engineering workflows more efficient from design and validation through production.”
#m2884 · 2026-02-03 · Surendralal Karsanbhai · STATED
“This evolution marks a clear step along our roadmap towards AgenTeq AI, software increasingly enhances productivity, and we are seeing accelerated user adoption of LabVIEW since the first launch of Nigel in 2025.”
#m2901 · 2026-02-03 · Ram Krishnan · STATED
“So the threat of AI disrupting our software business is very minimal as we see it today. And really as a counterpoint, AI capability we're building into our software should frankly accelerate the growth.”
Kapur said in November QuantiNUM launched Helios, described as the world's most accurate commercial quantum computer, nearly doubling the qubit count of predecessor H2. [m2513] Kapur said QuantiNUM partnered with NVIDIA to integrate Helios with AI supercomputing technology, creating architecture meant to solve major challenges, with quantum and AI seen as mutually reinforcing. [m2514, m2515] Kapur noted QuantiNUM raised $840 million at a $10 billion pre-money valuation, accelerating technological and commercial progress at Continuum. [m2512] Stepniak said the company continues significant commercial R&D investment to maintain its leadership position in quantum computing. [m2534]
Show the 5 verbatim statements
#m2534 · 2026-01-29 · Mike Stepniak · STATED
“As Vimal noted, our team is making significant commercial R&D investment to maintain its leadership position in quantum computing.”
#m2513 · 2026-01-29 · Vimal Kapur · STATED
“In November, QuantiNUM announced the launch of Helios, the world's most accurate commercial quantum computer, which nearly doubles the qubit count of its predecessor, H2, and we believe sets a new standard for quantum computing performance with the highest fidelity for quantum computing qubits ever released in the market.”
#m2514 · 2026-01-29 · Vimal Kapur · STATED
“Quantum also announced a partnership to integrate Helios with NVIDIA's AI supercomputing technology to create powerful new architecture that can solve the world's most pressing challenges.”
#m2512 · 2026-01-29 · Vimal Kapur · STATED
“Following the recent fundraising in which QuantiNUM raised $840 million at a $10 billion pre-money valuation, the pace of both technological and commercial progress at Continuum is rapidly increasing.”
#m2515 · 2026-01-29 · Vimal Kapur · STATED
“This collaboration between QuantiNUM and NVIDIA is creating a future where AI becomes more expansive through quantum computing, and quantum computing becomes more powerful through AI.”
Chairman and CEO William Brown stated 3M is using AI-enabled models to optimize machine settings for more efficient changeovers. [m2790] This is described as leading to better utilization and higher yield. [m2790]
Show the 1 verbatim statement
#m2790 · 2025-07-18 · William Brown · STATED
“We're using AI-enabled models to optimize machine settings for more efficient changeovers, leading to better utilization and higher yield.”
OPEN is an unresolved commitment on the clock; STATED is on the record without a checkable bar and is never counted or scored. Method: methodology.