Industry Intel

GlobalFoundries' $21 billion New York chip build, a wave of foreign manufacturers reshoring to North America, and a $30.7 billion surge in U.S. defense production.

Anduril's .6B Navy shipyard in Maryland, a wave of third-party logistics consolidation led by CH Robinson's .8B RXO deal, and Bayer's .2B pharmaceutical bet on Ohio.

A $15 billion steel mill planned for Iowa leads a week dominated by manufacturing incentives, from the Ford-JPMorgan-Michigan deal to 48E tax credits, plus Amazon's 20-year Maryland nuclear deal and the $16 billion Hudson Tunnel breaking ground.

Construction groundbreakings fell 25% even as record facility announcements crossed the wire, a surge of foreign direct investment into North American manufacturing, and the operational-technology security risk of wiring physical plants to AI.

Coca-Cola's billion bet on localizing U.S. production, a wave of multi-billion-dollar civil megaprojects from New York's Second Avenue subway to new ballparks and West Coast ports, and the reshoring of critical hardware through Honda's rare-earth-free magnets and a new Mississippi transformer plant.