Two Stocks to Benefit from AI led Era of Industrialisation

Increased power demand from AI and government incentives for infrastructure are driving a new industrial revolution.

Only 16% of the $1.2 trillion North American infrastructure projects announced since 2021 have begun construction, paving the way for years of continued growth.

Companies like Eaton are experiencing a surge in demand for data center equipment, with a backlog that has quadrupled since 2019.

Machinery manufacturers like Caterpillar are seeing strong growth as the division for data centers outsold its construction products.

With a significant portion of the projects yet to break ground, the coming years promise robust opportunities for investment and expansion in industrial and technological infrastructure.