Downtime Is Becoming More Expensive Than Equipment.

A factory can recover from buying an expensive machine. It can't recover the production lost when that machine stops working. As manufacturing becomes more automated and just-in-time production becomes the norm, companies are spending less on replacing equipment and more on ensuring it never fails. Reliability is becoming a boardroom KPI, not just an engineering metric. Companies like

, , , , and (industrial networking infrastructure) could benefit as industries prioritize uptime over ownership. The next capex cycle may not be about buying more machines. It could be about keeping existing ones running 24x7