5 articles
Caterpillar just printed a $17.4 billion quarter and a $63 billion backlog. Underneath the headline numbers, the mix is shifting. Power generation for data centers is pulling the company's center of gravity in a direction most contractors are not buying for.
An $86 billion wave of data center construction is reshaping what heavy equipment gets built, who buys it, and where the work is. Here's what it means for the industry.
Hyperscalers are spending $600 billion this year on AI infrastructure. That money flows downhill to sitework contractors, excavation crews, and equipment operators. Here's what that means for you.
Fleet managers face a difficult choice in 2026: delay purchases amid tariff uncertainty or capitalize on the largest infrastructure investment cycle in a generation.
Tech giants are pouring hundreds of billions into AI infrastructure. For heavy equipment operators, dealers, and manufacturers, this is the biggest demand signal since the post-2008 infrastructure buildout.