Caterpillar emerges as an AI power play on demand for turbines
Oct. 02, 2025 7:41 AM ETCaterpillar Inc. (CAT) StockMSFT, ORCL, NVDA, VRT, GEVBy: Rob Williams, SA News Editor
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Caterpillar (NYSE:CAT), best known for its construction and mining machines, has suddenly become a beneficiary of the artificial intelligence boom, Bloomberg News reported Thursday. As AI’s soaring electricity needs ripple through the economy, investors are betting on demand for Caterpillar’s lesser-known turbines, pushing the
Quick Insights
Investors anticipate rising demand for Caterpillar’s turbines as AI-driven data centers seek more power, boosting CAT’s stock and creating new growth avenues beyond construction and mining.
Analysts highlight Caterpillar’s exposure to data center infrastructure and power generation, areas critical for AI expansion and traditionally overlooked by mainstream technology-focused investors.
Tariffs and inflation threaten profits and margins, and although trading at a high multiple, Caterpillar’s valuation still lags behind both industrial and tech peers, despite recent rally.
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