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Caterpillar's power-generation equipment backlog now critical to data center deployment pace; industrial-equipment vendor becomes AI infrastructure chokepoint.

Power-delivery infrastructure supply becomes AI deployment bottleneck; Caterpillar's manufacturing capacity constraints could delay data center ramp.
Trade pressSlicast · June 24, 2026 at 08:01 UTC · US · Source: MSN
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Caterpillar's power-generation equipment… · Slicast