Davos 2026: The Fusion of AI and Manufacturing

Defence, energy, and industrial AI are now part of the same system, and factories sit at the centre of it. Investments in power grids, data centres, semiconductors, and AI infrastructure were announced by governments in Germany and Japan. NATO reframed manufacturing capacity as part of national resilience. Leaders like Jensen Huang and Elon Musk reinforced the same point: the next wave of AI will be built inside industry. For manufacturers, the message is clear. Modernising factories is no longer optional. It is strategic.