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Two years after the first pretrained transformers for time series — TimesFM from Google, Chronos-Bolt from Amazon, Moirai-MoE from Salesforce — we finally have real answers to the question of whether a custom XGBoost pipeline for failure prediction in MES can be replaced by a zero-shot foundation model. This article walks through it without hype: what these models were trained on, the quality they deliver on real compressor sensor data, latencies on Jetson Orin and on a GPU server, when zero-shot is enough, and when fine-tuning is unavoidable — and what this means for the classic six-month ML project in a factory.