AI Infrastructure Stocks Offer Dividend Payouts: Broadcom, Vertiv, Caterpillar

For income-focused investors, dividend stocks and technology stocks have traditionally occupied separate universes. Technology companies typically reinvest spare cash into growth rather than distribute it to shareholders. However, three stocks with exposure to the AI infrastructure buildout offer an alternative: Broadcom, Vertiv, and Caterpillar all pay dividends while benefiting from AI tailwinds. Broadcom, rated Zacks Rank #2 (Buy), has quickly entered the AI race and evolved its portfolio of technologies to extend leadership in next-generation AI infrastructure. The company currently yields 0.7% annually and has demonstrated shareholder-friendly capital allocation through a 13.3% five-year annualized dividend growth rate. Its strong cash-generating abilities have enabled consistent shareholder rewards historically. Vertiv, also rated Zacks Rank #2 (Buy), provides services for data centers, communication networks, and commercial and industrial facilities with a portfolio of power, cooling, and IT infrastructure solutions and services. While the stock's current yield is modest at 0.1% annually, it represents a play for those combining growth with yield in the data center expansion story. Caterpillar, rated Zacks Rank #2 (Buy), powers data centers through products that generate raw power—primarily large reciprocating engines used in data center applications. The company deployed $7.9 billion（約1.3兆円） in cash for share repurchases and dividend payouts throughout its FY25 and holds the elite Dividend Aristocrat title. Shares currently yield 0.8% annually. Together, these three companies offer a rare combination: AI infrastructure exposure paired with regular cash returns to shareholders.

The article addresses a gap in traditional investment strategy: most technology companies eschew dividends to fuel further growth, making dividend-paying tech stocks rare. These three companies—Broadcom, Vertiv, and Caterpillar—represent an exception, allowing investors to capture both AI infrastructure tailwinds and regular income payouts. Broadcom's rapid entry into the AI race and cash-generating abilities position it as a long-standing favorite for those seeking tech exposure paired with dividends. Vertiv and Caterpillar benefit from complementary exposures: Vertiv provides the cooling, power, and infrastructure services data centers require, while Caterpillar supplies the raw power generation through large reciprocating engines. All three carry a Zacks Rank #2 (Buy) rating, suggesting analyst confidence in their growth and return potential.

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