An article in the Wall Street Journal (August 15, 2026) titled “Big Manufacturers find new demand in Equipping AI Data Centers”, describes the impact on Caterpillar, Eaton and Ford Motor company. Caterpillar’s electric generators and turbine engines, Cummins generators for standby power, electric batteries by Ford for energy storage and Eaton’s electrical equipment are all reported to be driven by data center growth. The high demand by data centers is also permitting the tariffs on aluminum and steel to be passed on to buyers through price increases. Do you see these manufacturers as potentially being impacted by the bullwhip effect if data center construction slows down ? What is the risk associated with newer technology such as quantum computers or better software that reduces energy consumption by data centers on the manufacturing sector demand ? With AI use within firms slowing as they search for productivity benefits and ROI , how might that ripple back through the supply chain ?