GE GEV GE Vernova Inc. Loading... : Bullish and Bearish Analyst Opinions

Caterpillar is seeing a significant shift in its power generation mix towards prime power applications for data centers, which is a departure from its traditional backup power focus and will drive long-term service and aftermarket growth. — This trend could pressure traditional utility infrastructure players as large-scale behind-the-meter gas generation becomes a primary power source, shifting the demand landscape for grid equipment.