{"generated_at": "2026-10-31T22:32:15", "last_fetch": "2026-10-31T06:10:16", "boards": [{"key": "manufacturing", "title": "Indústria", "blurb": "O chão de fábrica está mesmo mais movimentado? Produção, utilização da capacidade, pedidos, empregos e o dinheiro que vai para novas fábricas.", "series": [{"code": "indpro", "name": "Índice de produção industrial", "description": "Produção industrial total dos EUA, 2017 = 100. 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Hoje são principalmente data centers, mas não só.", "unit": "$B", "freq": "a", "decimals": 1, "source": "SEC EDGAR", "source_url": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001341439&type=10-K", "last_fetch": "2026-10-31T06:10:05", "latest": {"date": "2026-05-31", "value": 55.663}, "prev": {"date": "2025-05-31", "value": 21.215}, "yoy": {"date": "2025-05-31", "value": 21.215, "pct": 162.38}, "points": [["2010-05-31", 0.23], ["2011-05-31", 0.45], ["2012-05-31", 0.648], ["2013-05-31", 0.65], ["2014-05-31", 0.58], ["2015-05-31", 1.391], ["2016-05-31", 1.189], ["2017-05-31", 2.021], ["2018-05-31", 1.736], ["2019-05-31", 1.66], ["2020-05-31", 1.564], ["2021-05-31", 2.135], ["2022-05-31", 4.511], ["2023-05-31", 8.695], ["2024-05-31", 6.866], ["2025-05-31", 21.215], ["2026-05-31", 55.663]]}, {"code": "stars_langchain", "name": "LangChain, estrelas no GitHub", "description": "Estrelas em langchain-ai/langchain. 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Indicador indireto da adoção de frameworks multiagente pelos desenvolvedores.", "unit": "stars", "freq": "s", "decimals": 0, "source": "GitHub", "source_url": "https://github.com/microsoft/autogen", "last_fetch": "2026-10-31T06:10:06", "latest": {"date": "2026-10-31", "value": 61643.0}, "prev": {"date": "2026-10-30", "value": 61626.0}, "yoy": {"date": "2026-09-05", "value": 60815.0, "pct": 1.36}, "points": [["2026-09-05", 60815.0], ["2026-09-06", 60827.0], ["2026-09-07", 60845.0], ["2026-09-08", 60866.0], ["2026-09-09", 60889.0], ["2026-09-10", 60905.0], ["2026-09-11", 60930.0], ["2026-09-12", 60941.0], ["2026-09-13", 60949.0], ["2026-09-14", 60973.0], ["2026-09-15", 60988.0], ["2026-09-16", 61004.0], ["2026-09-17", 61008.0], ["2026-09-18", 61037.0], ["2026-09-19", 61057.0], ["2026-09-20", 61066.0], ["2026-09-21", 61084.0], ["2026-09-22", 61103.0], ["2026-09-23", 61118.0], ["2026-09-24", 61131.0], ["2026-09-25", 61148.0], ["2026-09-26", 61168.0], ["2026-09-27", 61181.0], ["2026-09-28", 61195.0], ["2026-09-29", 61213.0], ["2026-09-30", 61229.0], ["2026-10-01", 61248.0], ["2026-10-02", 61253.0], ["2026-10-03", 61249.0], ["2026-10-04", 61251.0], ["2026-10-05", 61263.0], ["2026-10-06", 61269.0], ["2026-10-07", 61273.0], ["2026-10-08", 61288.0], ["2026-10-09", 61313.0], ["2026-10-10", 61331.0], ["2026-10-11", 61343.0], ["2026-10-12", 61365.0], ["2026-10-13", 61385.0], ["2026-10-14", 61393.0], ["2026-10-15", 61411.0], ["2026-10-16", 61435.0], ["2026-10-17", 61442.0], ["2026-10-18", 61455.0], ["2026-10-19", 61474.0], ["2026-10-20", 61494.0], ["2026-10-21", 61502.0], ["2026-10-22", 61517.0], ["2026-10-23", 61534.0], ["2026-10-24", 61546.0], ["2026-10-25", 61554.0], ["2026-10-26", 61565.0], ["2026-10-27", 61580.0], ["2026-10-28", 61598.0], ["2026-10-29", 61614.0], ["2026-10-30", 61626.0], ["2026-10-31", 61643.0]]}, {"code": "stars_openai_agents", "name": "OpenAI Agents SDK, estrelas no GitHub", "description": "Estrelas em openai/openai-agents-python. 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As fábricas receberam pedidos novos fortes este mês, mas estão rodando as plantas com um pouco menos de intensidade do que antes. Enquanto isso, o dinheiro despejado em infraestrutura de IA continua acelerando, sem sinal de estabilizar. Se você comanda uma operação de porte médio, a distância entre uma demanda que parece normal e um capex que parece insano é o que vale acompanhar este mês.

Indústria

Os pedidos novos da indústria chegaram a US$ 664 bi em julho, alta de 9,9% em relação a um ano antes e acima dos US$ 658 bi do mês anterior. É um sinal real de demanda. Mas a utilização da capacidade caiu para 75,7%, de 76,0%, e o índice de produção industrial recuou para 99,1, de 99,4. As plantas têm trabalho na carteira, mas ainda não estão forçando a produção. O alerta mais forte é o gasto com construção industrial, 21,2% abaixo de um ano antes, em US$ 170 bi/ano. O gasto com plantas novas e ampliações está esfriando mesmo com os pedidos subindo.

Software e SaaS

O investimento das empresas em software subiu para US$ 809 bi/ano, alta de 8,7% em relação a um ano antes. Os grandes fornecedores de plataforma mostram o mesmo: receita da Microsoft em alta de 17,8% no ano fiscal, ServiceNow +20,9%, Oracle +17,4%, Workday +13,1%, Salesforce +9,6%. Mas os empregos em serviços de programação sob medida na verdade recuaram: 2.363 mil contra 2.364 mil no mês anterior, queda de 1,3% em relação a um ano antes. As empresas estão gastando mais em software e fazendo isso com menos gente em desenvolvimento sob medida. A atividade em ERP de código aberto, as estrelas no GitHub de Odoo, ERPNext e Dolibarr, ficou praticamente estável de um mês para o outro.

IA e trabalho com agentes

Os lançamentos de modelos de IA relevantes chegaram a 107 no ano, contra 98, alta de 9,2%. O número que mais importa é o investimento de capital: o capex da Oracle subiu 162,4% em relação a um ano antes, o da Meta 87,1%, o da Microsoft 79,6%, o da Alphabet 74,1% e o da Amazon 58,8%. Cinco das maiores empresas do mundo estão despejando um volume de dinheiro sem precedentes em infraestrutura de IA. Do lado das ferramentas, as estrelas no GitHub dos frameworks de agentes, LangChain, CrewAI, AutoGen e OpenAI Agents SDK, cresceram só um pouco de um mês para o outro. A construção da infraestrutura está muito à frente da adoção visível de frameworks de agentes pelos desenvolvedores.

Energia

A geração de energia elétrica subiu para 125,5, alta de 6,9% em relação a um ano antes. A produção das concessionárias de energia e serviços públicos subiu para 113,0, alta de 6,2%. As duas estão acelerando, o que bate com os números de capex de IA acima.

O que isso significa para uma operação de porte médio

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