Honeywell Aerospace will build a $500 million, 300,000-square-foot plant on its Tempe campus, opening late 2028 with about 600 jobs. The site will use modular robotics, automated inspection, digital twins and a digital thread, and will add in-house complex machining because that supply base is constrained. This is aerospace manufacturing, not the Forge software platform.
Otto Group will deploy ten AI-controlled dual-arm robots from Sereact to sort returns at its logistics center in Poland, with 15 more planned based on first results for a total of 25. Sereact runs and maintains them as a service, and staff move to supervision, exceptions and quality checks. Results-gated rollouts are how robot deals are getting signed.
DTL Transport, a Fresno long-haul carrier, signed a binding deal to run the Kodiak Driver in 75 driverless trucks it owns and operates, paying Kodiak a per-mile fee. Service starts on I-10 between Dallas and El Paso and I-20 between Dallas and Atlanta, after a September pilot hauling produce from Fresno to Los Angeles. A carrier putting its own fleet and per-mile money behind driverless freight says more than another pilot.
GE Vernova agreed to buy Trench Group, a maker of high-voltage bushings, instrument transformers and coils, from Triton Partners for about $9.0 billion, with close expected in late 2027. The same day it reported Q3 orders of $29 billion and gas equipment backlog plus slot reservations rising from 116 to 122 GW. The biggest grid OEM is buying a supplier and its factories because equipment capacity, not demand, is the constraint.
