Randy Altschuler, Co-Founder and CEO of Xometry (NASDAQ: XMTR), stated that 2026 will mark a turning point for U.S. manufacturing as artificial intelligence becomes integral to production workflows. He cited internal data showing that early adopters of AI-driven process optimization achieved up to a 30% reduction in lead times on custom machined parts in pilot programs during 2025. Altschuler forecasted that reshoring activity will accelerate, with an estimated $15 billion in new capital investments flowing back to North America as companies leverage AI-powered demand forecasting and automated quality inspection. He emphasized a shift in labor investments from headcount expansion to upskilling initiatives, with Xometry planning to allocate $10 million in 2026 toward workforce training in advanced digital manufacturing techniques and AI tool deployment.

According to the latest 13F filing, Boston-based Eventide Asset Management reported a $169.87 million position in Xometry, representing 2.8% of its assets under management as of September 30. This stake places XMTR among the fund’s top five equity holdings, alongside positions in biotech and industrial names. Eventide’s portfolio reflects a thematic bet on high-growth technology companies with proven revenue traction; Xometry reported revenue of $520 million over the past twelve months, up 42% year-over-year. The firm’s willingness to maintain a near $170 million allocation signals confidence in Xometry’s market-driven platform and its potential to capitalize on reshoring trends catalyzed by AI adoption.