WASHINGTON — America's artificial intelligence boom is increasingly reaching beyond Silicon Valley as the construction of massive AI data centers drives new demand across U.S. manufacturing and industrial supply chains.

Companies producing power generators, cooling systems, electrical equipment and construction materials are expanding capacity to serve the rapidly growing data-center market. Generac, for example, is investing heavily in its manufacturing facilities as demand for backup power and data-center infrastructure increases.

The development reflects a major shift in the technology industry. Building AI infrastructure requires far more than advanced processors. Data centers also need enormous amounts of electricity, specialized cooling, networking equipment, transformers and construction materials.

U.S. manufacturing has also shown signs of improvement this year, although much of the growth remains concentrated in industries connected to AI, semiconductors and data-center construction.

At the same time, companies are watching for signs of a potential AI data-center bubble and are using long-term contracts and other safeguards to reduce the risk of excessive investment.

The data-center expansion is emerging as one of America's most important technology infrastructure stories, with AI demand increasingly influencing factories, employment and industrial investment across the country.