Technology companies are investing massively in artificial intelligence (AI) infrastructure, and analysts expect AI capital expenditures to reach $800 billion this year. This is driving huge sales for computing, power, cooling, and other related infrastructure needs for these next-generation data centers. Those investments don't seem likely to slow down anytime soon. According to Goldman Sachs, hyperscaler capital investments could reach $1.7 trillion by 2027 and $2.1 trillion by 2029. Demand for industrial companies offering power solutions has surged. As a result, GE Vernova (NYSE: GEV) and Caterpillar (NYSE: CAT) have been two standout stocks in recent years. Both companies benefit from surging demand for power from hyperscalers. But in the AI power building boom, GE Vernova has greater exposure. This can be good or bad, depending on investors' expectations for future AI spending. Here are the key differences between the two businesses.
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