How US industrial companies like Caterpillar, Cummins, Eaton, and Ford are pivoting their businesses to feed a booming AI data-center market for power equipment (Bob Tita/Wall Street Journal)

卡特彼勒、康明斯、伊顿、福特等美国传统工业巨头,正陆续把业务重心转向AI数据中心的电力设备市场。它反映出一个关键变化:AI算力扩张的瓶颈正在从芯片延伸至供电基础设施。








