Manufacturing Monitor

Manufacturing Monitor

What's getting built in America. Reported every Friday.

The AI buildout is industrializing HVAC

May 29, 2026

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5 min read

The AI buildout is industrializing HVAC

Heat is the bottleneck in the AI buildout. Chillers, CDUs, and the thermal stack are now strategic capacity.

A grocer just became a $700M factory

May 22, 2026

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4 min read

A grocer just became a $700M factory

H-E-B turns a grocer into a regional manufacturer, plus Lilly's genetic-medicine plant, Coca-Cola's glass line, Royal Enfield's ecosystem play, and how a glass bottle gets made.