uk.finance.yahoo.com

Caterpillar Sees AI Data Center Power Demand Boosting Generators

Caterpillar logoCaterpillar
Sig2.73Sen+3.50Env-0.30Soc+0.20Gov0.00
Cummins logoCummins
Sig3.38Sen+3.15Env0.00Soc0.00Gov0.00
Ford logoFord
Sig1.70Sen+2.10Env0.00Soc0.00Gov0.00

After US manufacturing hit its highest level since 2022, manufacturers built for construction and trucking are turning to AI data centers. Caterpillar CEO Joe Creed said data center customers want more units, and generator electricity has become the company’s single most profitable segment, while construction equipment is being overshadowed by the newer data-center power business. Caterpillar was held by 87 hedge funds in Q1 2026.

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