Typically, Big Tech and software aren't manufacturing topics. The latest data products don't generally come out of a factory in a box or barrel. However, the rapid growth of AI is having a domino effect that's benefitting large manufacturers. 

AI needs lots of computing power, creating opportunities for semiconductor makers to boost U.S. production. Construction companies are building data center facilities all over the country, creating manufacturing opportunities for construction materials and equipment. Tightly packed computer servers generate lots of heat, creating opportunities for materials companies and hydraulics manufacturers that can cool data centers. 

And these data centers are super hungry for power. So, expect more gas-powered and renewable energy plants to be built in the near future (it's already happening but expect more). Makers of switchgear and grid-improvement systems also have full order books.

Discussing this trend are four editors from Endeavor B2B: