The Impact of New Edge on the OT Side

The cloud providers are really trying to capitalize on the edge. The established on-premise players, as we tend to call them, those industrials that're already at the edge and they want to connect up. If you look at the side of the cloud folks, their desire is to drive everything to the cloud. And so I think in many ways, while they are edge, they're really very cloud-like edge. They're not quite that hardcore edge. But again, they don't have that technology today.