AI infrastructure firms Caterpillar, Eaton, and Vertiv show strong growth beyond crowded AI chip stocks.

While AI chipmakers dominate headlines, companies like Caterpillar, Eaton, and Vertiv are quietly driving the AI economy with strong financial results. Caterpillar's power generation segment grew 41% YoY, Eaton's electrical distribution revenue hit record highs, and Vertiv posted over 30% revenue growth with expanding margins and backlog. These firms benefit from AI infrastructure demand but remain under the radar for retail investors, making them attractive for long-term, retirement-focused portfolios as institutional interest grows.