They've become a legit player in large-scale metal additive manufacturing, like printing industrial parts out of metal. They bought a company called Baker Industries back in 2018 and have been building out the capability since. At a conference earlier this year, they showed real examples, not just concepts. Things like replacement parts for old infrastructure, rebuilt shafts for heavy equipment, even aerospace tooling. Makes me wonder if this could become a real growth driver over time.
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