Kristen Owen

And quickly is the operative term here, says David Victor, a professor of public policy at UC San Diego.

And quickly is the operative term here, says David Victor, a professor of public policy at UC San Diego.

And power supply is often the bottleneck.

And power supply is often the bottleneck.

Connecting to the grid can take years of permitting and reviews, so many data centers are opting to power themselves with solar or wind, or even by reopening nuclear plants.

Connecting to the grid can take years of permitting and reviews, so many data centers are opting to power themselves with solar or wind, or even by reopening nuclear plants.

Connor Andrus says he considered solar and geothermal for his data center in Utah, but...

Connor Andrus says he considered solar and geothermal for his data center in Utah, but...

And some of Caterpillar's competitors are sold out pretty much through the end of this decade, says Rob Wertheimer, an analyst with Melius Research.

And some of Caterpillar's competitors are sold out pretty much through the end of this decade, says Rob Wertheimer, an analyst with Melius Research.

Caterpillar says right now, power generation is its fastest growing segment.

Caterpillar says right now, power generation is its fastest growing segment.

I'm Daniel Ackerman for Marketplace.

I'm Daniel Ackerman for Marketplace.