Business

Big Manufacturers Find New Demand in Equipping AI Data Centers

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U.S. manufacturing is booming thanks to AI

data centers, and industrial companies such as Caterpillar

CAT

0.23%

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increase; up pointing triangle

, Eaton ETN -0.40%

decrease; down pointing triangle

and Ford Motor F 3.46%increase; up pointing triangle are pivoting their business to seize the moment.

Manufacturing last month rose to its highest level since 2022, when the recovery from the Covid-19 pandemic fueled a factory-production frenzy. Today, data centers and a handful of AI-related industries are driving the manufacturing sector, and companies in that sector are investing hundreds of millions of dollars to expand their lineups to capitalize on the opportunity.

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