Chad Dillard

Chad Dillard, a Senior U.S. machinery & electricals analyst at Bernstein Research, dives into the intricacies of non-residential construction. He discusses the current recession in the sector and predicts a rebound driven by fiscal incentives and advancements in technology. Chad highlights key growth areas like infrastructure and data centers while addressing the challenges of power supply and renewables. He also shares insights into how AI is enhancing efficiency in construction equipment, revealing trends that signal a positive shift in the market.