HCM's $3M investment in Rithmik Solutions represents a strategic bet on the data layer rather than hardware lock-in. With OEM-agnostic analytics working across mixed fleets without requiring new sensors, the move signals where value is shifting in autonomous mining. We examine three distinct OEM approaches - Caterpillar's ecosystem integration, Komatsu's electrification focus, and HCM's open platform strategy - and what this means for mines operating diverse equipment brands.