AI Data Insight
The US ISM Manufacturing Supplier Deliveries Index for Q4 2026 reached 59.1, higher than Q3's 59.0, remaining in the slowing territory (above 50) for the 11th consecutive month. While strong demand from AI and data centers drives production expansion, geopolitics and trade tariffs have exacerbated supply chain bottlenecks. This data highlights that lengthening delivery times are becoming a key factor driving up corporate costs.