Quick ReadCAT posted its first-ever $20B quarter while PLTR surged 23% intraday on 93% revenue growth, both riding the AI infrastructure boom. Cramer tied both stocks to the same $1.2 trillion data-center capex wave growing 30% annually, one supplying power, the other enterprise AI software. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Caterpillar didn't make the cut. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Caterpillar didn't make the cut. Power Generation revenue climbed 29% to $3.098 billion, driven by demand for large reciprocating engines and turbines.