COMPANIES · ENERGY & GRID
Caterpillar
Caterpillar makes construction and mining machinery, diesel and natural gas engines, generator sets, industrial gas turbines (through Solar Turbines) and locomotives.
Caterpillar makes construction and mining machinery, diesel and natural gas engines, generator sets, industrial gas turbines (through Solar Turbines) and locomotives.
Its generator sets and turbines are increasingly used to give AI data centers onsite and backup power, such as a planned 2 GW gas-generator build at a West Virginia campus meant to host Microsoft compute; data-center power is one segment within a much larger machinery business.
Contractors, miners, utilities, data-center developers and other industrial buyers pay for machines, engines, generators, turbines, parts, services and financing, mostly through independent dealers.
United States (Irving, Texas)
Energy and the electrical grid. The companies that generate, distribute and manage the electricity AI infrastructure runs on. AI data centers use enormous amounts of power, so the companies producing and delivering that electricity are just as critical to the AI economy as the chip makers.
Connections (3)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Dated or announced (2)
Source: 2026-03-16 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Caterpillar's equipment goes to developer Nscale's campus, not directly to Microsoft; Microsoft's commitment is a letter of intent; does not establish order value, delivery or operation.
Nscale and Microsoft Announce Collaboration with NVIDIA and Caterpillar to Deliver 1.35GW of NVIDIA Vera Rubin NVL72 GPUs at Flagship AI Factory Campus in West Virginia ↗Source: 2026-01-07 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced collaboration; deployment scope not confirmed
Limits: Describes a technology collaboration; does not establish how many machines use NVIDIA hardware, purchase volumes, or exclusivity.
Caterpillar Teams With NVIDIA to Revolutionize Heavy Industry with Physical AI and Robotics ↗Comparisons (1)
Source: 2026-06-04 · reviewed 2026-09-26
Evidence: Analytical comparison · Product/market overlap
Limits: Shows overlapping products and customer markets; does not establish market shares, head-to-head bids or relative pricing.
Caterpillar, Cummins, Rehlko Generators Power Data Center Boom ↗Caterpillar Reports Fourth-Quarter and Full-Year 2025 Results ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .