Mark Zuckerberg's Meta and Other Hyperscalers Face a Major Bottleneck. Here Are 2 Industrial Stocks That Will Benefit

As Meta and other tech giants rapidly expand AI data center capacity, industrial suppliers Caterpillar and Eaton are experiencing significant growth. Caterpillar's backlog reached a record $63 billion (up 79% year-over-year) driven by demand for earth-moving equipment and power generators, while Eaton's Americas division backlog grew over 40% with order growth at 60%, fueled by AI infrastructure demand. Both companies are well-positioned to benefit from the ongoing data center construction boom, though their valuations are elevated at 45x and 38x P/E ratios respectively.