Data center boom continues to drive durable orders - rbc.com
Why now
Thesis: Data-center durable orders confirm AI capex spending.
Catalyst to watch: Ongoing equipment order data.
Main risk: Capex slowdown hits industrials.
Why it matters
Durable orders tied to data-center buildout confirm AI capex is flowing into real equipment spending, supporting industrials and power.
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- googlenews · news.google.com · 2026-09-18 17:29 UTC