CapEx won't be linear; pockets of risk

Manufacturers everywhere are doubling down on data centers and AI infrastructure, fueling a surge in investment that has many asking: are we living in a bubble, or is this the start of long-term, transformative growth? In today’s conversation, CFO and Co-Founder of viaPhoton, Wasif Khan, will share his perspective about what's really driving this wave of capital, where the risks (and opportunities) truly lie and how manufacturing leaders can navigate the inevitable swings of the market.