AI in Semiconductors

🏆 21.2% Gap in Electrical Equipment Plant Growth — ALEX Intelligence, 2026. This isn’t about software — it’s about where AI hardware is being built. Houston-Pasadena-The Woodlands leads the nation in growth of electrical equipment manufacturing, outpacing Hartford by over 21 percentage points. The data from ALEX Intelligence reveals a critical truth: AI’s future is physical. The shift isn’t just in design or algorithms — it’s in where factories, packaging lines, and test facilities are expanding. This divergence signals where the next wave of AI infrastructure is being constructed. The South, particularly Texas, is emerging as a new core for semiconductor physical layer growth. Electrical Equipment Plant Growth: Fastest vs. Slowest Metro Expansion (ALEX Intelligence — 2026) #10 Houston-Pasadena-The Woodlands, TX <- this market #1 Orlando-Kissimmee-Sanford, FL #2 Las Vegas-Henderson-North Las Vegas, NV #3 Grand Rapids-Wyoming-Kentwood, MI #4 Riverside-San Bernardino-Ontario, CA #5 Indianapolis-Carmel-Greenwood, IN #6 Atlanta-Sandy Springs-Roswell, GA #7 Greenville-Anderson-Greer, SC #8 Tampa-St. Petersburg-Clearwater, FL #9 Rochester, NY Source: https://alex-companies.com/data/2026-09-16-ai-semis-dive-335-msa View and join any or all of our communities — AI, quantum, and real estate: https://alex-companies.com/reports/linkedin-groups If there's an AI, quantum, or real estate community you'd like to see us convene, tell us — this portfolio grows by request.