Elektronik: Schneider Electric plant offenbar Milliardenübernahme von PTC

A French technology group, Schneider Electric, is reportedly on the verge of acquiring US software company PTC for approximately $20 billion, according to an insider cited by Reuters on Sunday. The news agency reports that a deal could be announced on Monday, though negotiations between the two companies are still ongoing and it remains unclear if the deal will ultimately close.

Both Schneider Electric and PTC were unavailable for comment outside regular business hours. With a stock value of $15.63 billion according to LSEG data, PTC provides software solutions for product development, manufacturing, and maintenance across various industries. The company also benefits from increasing demand for AI-powered tools.

Schneider Electric sees this acquisition as part of its strategy to expand its software business. In June, the group had agreed to acquire Cognite Holding, a privately held provider of AI software and industrial data. Initially known for industrial components such as circuit breakers and fuses, Schneider Electric now delivers foundational infrastructure for data centers, ranging from cooling systems and server racks to critical power distribution units.

The growing demand for data centers, particularly in the US, is driving the company's profits and providing an expanding revenue stream. In July, after record results in the first half of the year, Schneider Electric raised its full-year revenue forecast, banking on strong demand for its industrial software and AI-powered tools.