### @NOVT — Confirmed — from the Q1 2026 call and full-year 2025 filing
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.
- tier: Confirmed (✓)
- source: NOVT / Half the company is outside the AI story, on purpose
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-novt-src-novt-medical-industrial-mix-conversation
- posted: 2026-07-14T16:23:30.117Z