Factory Cybersecurity Is Becoming a Capex Theme

Everyone is talking about AI. Very few are talking about protecting the machines running it. As factories become more connected through IoT, automation and smart manufacturing, cybersecurity is shifting from an IT expense to an operational necessity. A single cyberattack can halt production, making industrial security a growing area of investment. Companies like $TATAELXSI , $CYIENT , $TATATECH , $LTM and $PERSISTENT are well placed to benefit as manufacturers invest in securing connected operations.