(https://www.marketwatch.com/story/american-manufacturers-grow-at-fastest-clip-in-4-years-due-to-ai-boom-but-all-is-not-well-c49eb383?mod=mw_rss_topstories), and the headline screams bullish. But the detail is the tell: capacity utilization is spiking, input costs are rising faster than output prices, and the margin structure that made equipment vendors profitable is eroding.

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