Physical AI and the Autonomous Job Site with Caterpillar SVP & CDO Ogi Redzic

A lot of your kind of engines and turbines are kind of what's helping close the gap between like everything being set up to like getting the data center online.

And so like, how is that? Like, how is some of these, you know, kind of like the trends and kind of the data center builds on how that's affecting your business.

And I'm also curious, like, how have you been able to like adapt and react to that so quickly to kind of, you know, meet the demands? And maybe tell a little more about that.

Yeah, I mean, it's a very good question.

I think we're playing in the AI world both on the kind of consumption of AI side, but also on being able to support the further growth and just the ability to do AI globally.

As you mentioned, our turbines and our gensets are incredibly efficient.

important for continued growth in this space.

The demand is incredible.

If you look at our public statements, you'll see that our backlog continues to grow.

I mean, more and more demand.

And we're addressing that by increasing our capacity.

I mean, you really have little choice.

There's a lot of demand.

And we can and will be producing even more to meet that demand.

What's interesting is that you could look at GenSats, you know, 10 years ago, we were in data center business as well, but there was primarily being used for backup power because companies that were putting new data centers out there could rely on being connected to the grid.

But that is no longer always guaranteed, as you know, and a lot more of the deals that we engage in these days will be about prime power.

So when we were primary source of power for at least a number of years before customers could connect to grid or until grid catches up with the demand.

And this creates some distinct challenges, opportunities for the customers.

They come to us and we help them address them in the near term.

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