# Data Centers

Type: Technology

Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/data-centers
Canonical HTML page: https://getsupplybrief.com/entity/data-centers

## Timeline

- **2030-01-01**: Capacity Target — Target date for doubling total turbine engine production capacity to meet AI demand.
- **2026-03-23**: 100% Stock Growth — CAT stock reaches a 12-month doubling milestone, outperforming most Dow 30 peers.
- **2026-03-23**: Lafayette Expansion — Caterpillar announces a $725 million investment to boost piston-driven engine production.
- **2025-12-31**: Q4 Revenue Shift — Power Generation sales jump 44%, establishing the segment as the company's primary revenue driver.

## Recent coverage (2 stories)

### Data Center Boom to Drive 30x Power Demand: India's Supply Chain Not Ready
2026-07-20 09:12:32 · Sentiment: Negative · Impact: 6/10 · Sources: 3

India's explosive data center growth is set to consume 13.56 GW of power by 2032, a 30-fold jump. Supply chain and logistics networks for electricity and water are woefully underprepared, putting data center operations at risk.
Full story: https://getsupplybrief.com/story/india-data-center-30x-power-supply-chain-crisis

### Caterpillar's AI Pivot: Data Center Demand Drives 100% Stock Surge
2026-03-24 00:20:53 · Sentiment: Positive · Impact: 7/10 · Sources: 3

Caterpillar has transformed from a traditional machinery manufacturer into a critical infrastructure provider for the AI revolution, doubling its stock price in a year. The company's Power Generation segment is now its primary revenue driver, fueled by massive investments in data center power solutions.
Full story: https://getsupplybrief.com/story/caterpillar-ai-data-center-power-surge

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