3. The Domestic Surge: AI Infrastructure, Aerospace Recovery, and US Manufacturing Renaissance ALAN TONELSON & GORDON CHANG 083126

CAPTION: 1910 DETROITAlan Tonelson highlights the significant manufacturing revival currently taking place in the United States, driven by key sectors like aerospace and artificial intelligence infrastructure. Boeing's resolution of safety and production issues has revitalized aerospace, while a massive buildout of AI data centers has boosted demand for semiconductors, steel, and electronic equipment. Although trade tensions with Canada persist, the US-Mexico-Canada Agreement protects most trade, rendering short-term disruptions minimal. Furthermore, while widespread local protests against data centers have emerged across various states, they have not yet slowed down the overall rapid pace of construction. (3)