Two Industrial Stocks Poised to Power the AI Data-Center Boom
The Motley Fool highlights Caterpillar (CAT) and Vertiv (VRT) as pick-and-shovel plays on the AI data-center buildout: Caterpillar’s power-generation hardware (engines and gensets) is increasingly used as primary/backup power for AI facilities, while Vertiv supplies critical data-center gear like liquid cooling and power systems for retrofits and greenfield builds. Caterpillar raised its forecast for power-gen sales into 2030, and Vertiv posted strong Q1 results with ~30% revenue growth and a 147% rise in free cash flow, lifting guidance for the year. Despite higher valuations, the article argues these stocks have meaningful upside as AI infrastructure demand accelerates.
