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Caterpillar posts record $20.5B quarter as AI data center demand supercharges industrial giant

Caterpillar posted record Q2 2026 revenue of $20.5B, up 24% year-over-year, driven by surging AI data center power generation demand and a $62.7B

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Caterpillar posts record $20.5B quarter as AI data center demand supercharges industrial giant

Caterpillar posted record Q2 2026 revenue of $20.5B (+24% YoY), propelled by $3.1B in data center power generator sales and $62.7B order backlog. The boom signals hyperscale AI infrastructure is reshaping industrial supply chains—teams planning data center projects should expect tighter lead times and supply constraints ahead.

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Caterpillar posts record $20.5B quarter as AI data center demand supercharges industrial giant

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Caterpillar posts record $20.5B quarter as AI data center demand supercharges industrial giant

Timeline cronologica

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Caterpillar posts record $20.5B quarter as AI data center demand supercharges industrial giant

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Caterpillar sales surpass $20B as data center generators take off