L&T Technology partners with Cognite on Industrial AI

L&T Technology Services Limited (

) has entered a strategic partnership with Cognite to develop and deliver Industrial AI and data solutions for asset-intensive industries. The partnership expands LTTS's Engineering Intelligence portfolio by combining its engineering capabilities with Cognite's Industrial AI platform. Your view The important point is the focus on industrial AI rather than conventional IT services. The opportunity is across asset-intensive industries where companies are looking to use AI and industrial data for engineering and operational applications. I would watch customer wins, deal sizes, revenue contribution and whether the partnership translates into larger engineering-services engagements over the next few quarters. Disclosure: I do not hold any position or have any interest in L&T Technology Services Limited as of the time of posting.