Lead developmentFactory activity strengthens as AI-related capital spending lifts manufacturing demand
Manufacturing activity strengthened across parts of Europe and Asia during September 2026, with capital investment tied to artificial intelligence reported as one contributor to firmer demand.
Capital going into capacity is eventually capital going into records. New lines, new plant and new facilities arrive with commissioning, handover, spares, integrity and compliance obligations attached, and the systems that hold those obligations are usually chosen late.