Technology Record - Issue 40: Spring 2026

agentic AI, robotics and autonomous driving solutions that reduce downtime, improve asset utilisation, strengthen cybersecurity and unlock new revenue streams. Manufacturers measure success in overall equipment effectiveness, safety metrics and profitability. Our strategy has to show progress in those areas within a defined period. Our mobility capabilities with AI have changed the game with automakers and it’s exhilarating to see value unlocked. What separates leaders who turn disruption into advantage, from those who fall behind? Leaders who succeed stay curious and decisive. They remain close to their teams and customers, and they test new technologies against operational data instead of protecting legacy systems. During the Industry 4.0 shift at Rockwell Automation and the digital acceleration at Honeywell, and now at Microsoft, I’ve witnessed leaders create advantage by linking innovation directly to financial and operational goals. They were willing to act before everything was perfectly defined, and they created clarity around priorities so teams could move with confidence. Those who waited for complete certainty often lost momentum. The same dynamic is playing out with agentic AI that soon evolves to physical AI, as we recently experienced this year at CES in Las Vegas, USA, and soon at Hannover Messe in Germany. Leaders who align technology adoption to measurable outcomes will move ahead, and quickly. As AI gets deployed, what mindset do executives need to truly unlock business value? Executives need to treat AI as an operational capability embedded in daily workflows. In manufacturing and mobility at Microsoft, we start with defined outcomes such as safer EXECUTIVE INTERVIEW “ The mindset shift is from exploring possibilities to executing against clear business objectives” Wayve has used Microsoft Azure to build an AI-powered driver that can be installed into any new car 33

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