BTCC
/
BTCC Square
/
Global Cryptocurrency
/
Caterpillar and Cummins Poised for $1.5 Billion Revenue Boost from Data Center Demand
Caterpillar and Cummins Poised for $1.5 Billion Revenue Boost from Data Center Demand
15
3
BTCCSquare news:
Heavy machinery giants Caterpillar Inc. and Cummins Inc. are projected to see significant revenue growth as U.S. data centers drive demand for backup generators. Analysts estimate each company could add $1.5 billion in sales over the next three years, capitalizing on the infrastructure needs of the AI boom.
UBS highlights the potential for near-doubling of generator revenues, though notes this expansion builds from a relatively small base. The firms' Core businesses—construction equipment and truck engines—remain primary earnings drivers, with data center construction offering secondary benefits through equipment requirements.
By:
