CAT · News · 20260919N

Power Generation and Data Centers

CATERPILLAR INC · 2026-09-19 · Importance 20 · Surprise 24

Caterpillar is supplying gas generators and turbines for data-center power needs. Demand is being driven by the pace of AI data-center construction, which is outstripping the availability of new grid connections. The report identifies Caterpillar’s power-generation equipment as a beneficiary of accelerated data-center deployment, alongside expanded manufacturing and liquid-cooling capacity elsewhere in the industrial supply chain.

Key facts

• Caterpillar is supplying gas generators and turbines to power data centers at a faster pace than new grid connections can keep up with. source