Several prominent United States industrial companies are adjusting their business strategies to address the growing need for power equipment in artificial intelligence data centers. Caterpillar, Cummins, Eaton, and Ford are among the firms reportedly benefiting from this shift in market demand.
Caterpillar, the world's largest construction equipment maker, saw engine and turbine sales exceed its construction equipment revenue for the first time last year. CEO Joe Creed stated that the company began modernizing and investing last year to meet this new demand. A significant portion of that investment is directed at expanding capacity at the company's Lafayette, Indiana facility.
This expansion is projected to cost approximately $275 million and create 100 new jobs.
The company recently secured contracts from Nscale to provide G3516 natural gas generators for the proposed Monarch Compute Campus in Mason County, West Virginia. This 2,250-acre site will supply 1.35GW of power to a Microsoft data center utilizing Nvidia's Vera Rubin NVL72 GPUs.
The facility is planned to reach a total capacity of up to 8GW by 2031, with the first phase of 2GW expected to become operational by 2028.
Cummins has also reported record profits in its Power Systems segment for the first quarter of 2026, driven by strong demand for data center backup power. CEO Jennifer Rumsey noted that the company is expanding its product line to include larger generators capable of serving as primary power sources. These new units will feature 130-liter natural gas engines producing 4MW of electricity.
