Hitachi: We met the leaders of its AI strategy

Following our Japan Big Tech tour, we met Atsushi Motoyama, Head of the AI CoE, and Jun Yoshida, Deputy Head, to discuss Hitachi's AI strategy. Key takeaways: (1) the market for Hitachi's core maintenance business is vast and AI can enhance value added; (2) products with long production lead times that are complex and large scale are more likely to benefit from physical AI; (3) conglomerates with both IT and OT capabilities hold an advantage in the AI era; (4) the company has decided not to develop AI models;