Good morning. You know, you've laid out the trade-offs clearly. Remember, for the quarter ending March 2026 our Power Generation external sales were $2,817 million, up 41% year over year, end-user sales up 48% on large genset and turbine demand for data centers, mix shifting to prime power. That's roughly 16% of consolidated sales this quarter, 14% for the full year. Construction Industries at $7.2 billion and Resource Industries at $3.8 billion still dominate. Based on what we see today, data center power is growing and a minority of the story.

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CAT / Power generation: the datacenter angle, and one slice of the whole

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/p/p-day-20260723-cat-src-cat-power-generation-slice-conversation ↗

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2026-07-23T04:46:16.576Z