About 53% of Q1 sales went to medical, 47% to advanced industrial — medical's the larger growth engine, not a drag, right? AI-datacenter exposure is real but a minority of the whole, sitting inside robotics, automation, and digital manufacturing platforms. We count the medical half honestly, no special billing for the AI piece. Roughly $4B incremental by 2030 across four platforms, collective thesis — not one thing that can turn back on you.
← stream@NOVT solid