American manufacturers grow at fastest clip in 4 years due to AI boom — but all is not well
THE SO WHAT
AI-driven capex is finally showing up in US manufacturing output, but the return is being taxed by supply bottlenecks and inflation that look a lot like 2020–2021. If you’re building AI-heavy hardware or infra, lock in critical components and logistics now—growth without supply resilience just amplifies fragility.
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