Industrial Strength

Recovery for the AI Have-Nots Is Overdue But It Will Be Slow

A strong year for data center and aerospace suppliers could give way to a broader industrial rebound.
The manufacturing recovery is poised to broaden out in 2026. Photographer: David Paul Morris/Bloomberg
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For manufacturers, 2025 was a story of two economies: booming demand for the companies that supply the data center and aerospace markets, and persistent sluggishness for everything else.