AI data centers are turning to heavy equipment maker Caterpillar for gas generators instead of waiting for permits to connect to the electrical grid, says Marketplace contributor Daniel Ackerman.

Caterpillar, which manufactures heavy duty equipment like asphalt pavers, diesel engine locomotives, and industrial gas turbines, has been around for 101 years. And now, the company seems to be one of the big winners of the AI infrastructure build out.
Big tech companies are working as fast as possible to get their data centers up to power artificial intelligence. Some are building their own natural gas plants to provide electricity for those data centers. Enter Caterpillar, maker of electric generators. Marketplace’s Dan Ackerman has been reporting on this.
“Caterpillar profits driven by demand from AI data centers” from Marketplace
“More data centers plan to build their own natural gas plants for power” from Marketplace