Daily Earnings: AI hardware hijacks heavy industry | CAT, AMD, SPCX | Aug 4

The unprecedented physical footprint of artificial intelligence is hijacking traditional supply chains, forcing hardware giants and legacy industrials to invent extreme operational workarounds just to keep building.- Caterpillar (CAT) retrofitted a marine-engine factory strictly to pump out 10-megawatt data center generators.- Advanced Micro Devices (AMD) issued targeted penny-warrants to lock in infrastructure commitments from massive hyperscalers.- Gigafactory costs are forcing heavy manufacturers to shield local mom-and-pop distributors from balance sheet ruin.Underneath the staggering top-line demand, Wall Street is increasingly exposing deep exhaustion regarding the actual capital costs required to fund these infrastructure pipelines.