Tomorrow, May 12, 2026, is a monumental day for Industry.
It’s a day when we will celebrate the industrial heroes on the frontline with the most consequential product launch in Cognite’s history to-date. I strongly encourage everyone to tune in to our livestream tomorrow. Plenty of surprises await.
But first, a bit of context from the company that invented industrial contextualization.
Already, Cursor and Lovable have revolutionized the application development world – in consort with Claude Code – for the carpeted space in enterprises. The pace at which applications can be created is enabling new and enhanced business value all over standard corporate operations. It’s remarkable.
But for the uncarpeted space– the factory, supply chain, and logistics– the last mile is distinctly different: The data is more complex. Domain expertise is siloed. The stakes are immense. And today’s digital solutions are underwhelming.
We MUST raise the bar for the industrial experience.
We live in highly transformative times marked by geopolitical tensions, enormous energy demand, public policy driving the reshoring of manufacturing, and a greater need for data sovereignty within the enterprise and the country. The industrial heroes hard at work on the uncarpeted floor are demanding better tools and better experiences to rise to the occasion and meet that change head-on. When they get what they need, value flows upwards and compounds exponentially.
This is how we change the game on May 12.
Our MoonShot: 100x35
Everything we have done and will do at Cognite is driven by our rallying cry, our mission to deliver $100 billion in value to customers by 2035. We started out by solving the industrial data problem, bringing you the magic of contextualization. Then we stood up Industrial AI agents that understand your operational reality. We have scaled with you across continents and verticals, all while remaining focused on the fundamentals: mitigating risk, streamlining costs, and serving the mission.
Now, with our next big idea, we harness all that our platform has to offer to set a new standard for industrial experiences that drive better, faster outcomes for your operations.
This launch will propel your enterprise forward at a pace you’ve never seen before. We can’t wait to partner with you.
Regards,
Girish Rishi, Cognite CEO

