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Oracle Has Committed Hundreds of Billions to AI Data Centers. These 2 Industrial Stocks Will Power Them.

Oracle's AI spending spree needs power and cooling to match. Two industrial stocks are already cashing in on that demand.

Oracle Has Committed Hundreds of Billions to AI Data Centers. These 2 Industrial Stocks Will Power Them.

Published September 20, 2026 · Category: Finance

Overview

Oracle (NYSE: ORCL) is going all-in on artificial intelligence (AI), investing billions in data centers to expand its Oracle Cloud Infrastructure business and provide the computing power needed to train and run AI models.

That is great news for Vertiv Holdings (NYSE: VRT) and Caterpillar (NYSE: CAT), two industrial stocks that could help power this huge building boom.

Image source: Getty Images.

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Originally published at www.fool.com.

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