How Caterpillar stock stands to benefit from data center buildout in 2026

Artificial intelligence (AI) is broadly expected to turbocharge the pace of data center construction in 2026, with hyperscalers racing to meet soaring compute demand. And since data center buildout often raises power prices for local communities, the idea of on-site power generation may start to resonate with the AI titan this year. Against that backdrop, Bernstein senior analyst Chad Dillars argues Caterpillar Inc (NYSE: CAT) could emerge as the biggest corporate beneficiary in the months ahead. At the tim ...