WSJ: Caterpillar, Eaton and Ford Pivot to AI Data-Center Power Equipment as Demand Booms

The Wall Street Journal reports that industrial giants including Caterpillar, Eaton and Ford are reshaping their businesses around AI data-center demand. Caterpillar is spending $725M to expand generator production at an Indiana plant; Eaton has spent $13B on acquisitions since 2025 to build out its data-center portfolio, which now accounts for 21% of sales (up from 14% at end of 2023); Ford is shifting toward battery-based energy storage. WSJ webfetch was blocked in this scan — details drawn from published summaries.