New factory orders data released Wednesday by the Census Bureau show the enormous scale of America’s AI infrastructure buildout, with manufacturing orders for computers, networking equipment, power generation, and cooling systems all surging at double-digit rates compared to a year ago.
The Census Bureau’s report on manufacturing orders for April showed headline factory orders up 4.8 percent from March — a figure dominated by a one-month surge in commercial aircraft orders. But running beneath the headline number, the year-over-year trend data reveal a coherent, sustained explosion in demand for precisely the goods needed to build, power, and…
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