Caterpillar는 전력 및 에너지 부문의 매출이 급증했다고 발표한 데 이어, 대형 왕복 엔진과 터빈의 생산을 확대해 데이터센터의 막대한 수요에 대응할 계획이다.

Caterpillar is looking to expand its production of large reciprocating engines and turbines to meet surging demand from the data center sector. The heavy machinery manufacturer said it plans to ramp up production during its third-quarter earnings call.

CEO Joseph Creed said the company reported one of its strongest third-quarter results to date, driven by strong interest from the data center market. Caterpillar reported a total backlog of $78 billion, almost double its level a year ago. The company also posted $3.3bn in profit, up 43 percent year over year (YoY), and $20.7bn in revenue, up 17 percent YoY.

Sales in the company's power and energy division totaled $8.8bn, up 18 percent YoY. Most of that growth came from power generation sales, which rose 30 percent from last year, much of it tied to data center customers.

"We continue to anticipate full-year growth in Power Generation for both Cat reciprocating engines and Solar turbines, driven by increasing energy demand to support the data center build-out related to cloud computing and generative AI," said Creed.

Creed added that the company expects demand from the sector to remain strong and that it is continuing long-term planning with its data center partners.

"We are continuing to do long-term planning with our big data center customers and prime power customers. We are seeing demand for cloud compute and our backup power continue to be strong. And then AI, obviously, comes in on top of that, and the prime power number," he said.

Caterpillar has signed several deals targeting the data center sector in 2026. Most recently, in March, the firm partnered with US microgrid company OnePWR and carbon management firm Vero3 to develop large-scale power generation and carbon storage projects for data centers and other mission-critical facilities.

In January, the company partnered with AI infrastructure developer American Intelligence & Power Corporation (AIP Corp) to supply 2GW of fast-response natural gas generators for AIP's planned Monarch Compute Campus in Mason County, West Virginia, which is set to scale to up to 8GW.

Earlier, in August of the previous year, Caterpillar partnered with power infrastructure developer Hunt Energy on a multi-year initiative to deliver upwards of 1GW of generation capacity for data centers in North America.