Caterpillar
A manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives.
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"In these data centers we use generators as backups and these are either diesel or LNG or one form of gas, and these come from GE Vernova or they come from Caterpillar."
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"Turbine makers GE Vernova and Caterpillar fetched 33 times and 26 times earnings for perspective."
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"Among them, Tesla, a car company, and Caterpillar, a maker of construction equipment."
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"No, Jason. It's not planes. It's like Caterpillar."
More from All-In Podcast →"Caterpillar — I think they're doubling their Solar Turbine capacity between now and the end of 2029, which I would judge is just at the exact wrong time, when people may be questioning whether they even want to deploy those assets because the gas ..."
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