---
title: "Forget hyperscalers, these stocks are the new AI plays"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286803286.md"
description: "Caterpillar, Eaton, and Vertiv are emerging as key players in the AI infrastructure sector, showcasing significant revenue growth and strong backlogs. Caterpillar's Power Generation revenue surged 41% YoY, Eaton's Electrical Americas hit a record $3.51B, and Vertiv's revenue jumped 30% YoY. Despite their impressive results, these companies remain under the radar compared to popular AI chip stocks, presenting a potential opportunity for investors focused on the AI buildout."
datetime: "2026-05-18T17:31:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286803286.md)
  - [en](https://longbridge.com/en/news/286803286.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286803286.md)
---

# Forget hyperscalers, these stocks are the new AI plays

Quick Read Caterpillar (CAT) Power Generation revenue grew 41% YoY to $2.817B in Q1 2026 with total revenue up 22% to $17.415B and EPS beating consensus by 19.3%; Eaton (ETN) Electrical Americas hit record $3.51B revenue (up 21% YoY) with 24.9% segment margin and acquired Boyd Thermal for $9.5B to expand data center co...

### Related Stocks

- [CAT.US](https://longbridge.com/en/quote/CAT.US.md)
- [ETN.US](https://longbridge.com/en/quote/ETN.US.md)
- [VRT.US](https://longbridge.com/en/quote/VRT.US.md)
- [POWR.US](https://longbridge.com/en/quote/POWR.US.md)

## Related News & Research

- [Why Caterpillar could be the AI stock of the year](https://longbridge.com/en/news/285826639.md)
- [Top Caterpillar Executive Executes Massive Stock Sale That Turns Heads on Wall Street](https://longbridge.com/en/news/286185239.md)
- [Larson Financial Group LLC Grows Holdings in Caterpillar Inc. $CAT](https://longbridge.com/en/news/286897523.md)
- [Caterpillar (CAT) Is Transforming beyond Machinery. That Keeps Me Bullish](https://longbridge.com/en/news/286123389.md)
- [Caterpillar (NYSE:CAT) Stock Price Down 1.6% on Insider Selling](https://longbridge.com/en/news/286157583.md)