Shannon Grein

You have the spending on actual equipment, like data centers showing up in there, and then you have businesses investing in different types of AI software.

Just in the wake of the ongoing conflict in Iran, sustained inflationary pressure, the slowing labor market, all of these sort of headwinds that are facing the consumer sector.

We still continuously hear from the business that we talk to that one of the toughest challenges that they face is finding skilled labor.

In some ways, we actually need CapEx and maybe even AI or artificial intelligence to offset some of the shortages in labor that we're likely to experience over the next number of years.