Broadcom, Caterpillar, and Vertiv Offer Dividend Income Alongside AI Growth

Three dividend-paying companies—Broadcom Inc. (AVGO), Caterpillar Inc. (CAT), and Vertiv Holdings Co. (VRT)—are offering investors cash payouts alongside exposure to the expanding artificial intelligence market. While tech sector firms often reinvest spare cash into growth rather than returning it to shareholders, these companies maintain dividend distributions while supplying essential infrastructure for AI data centers.

The companies serve distinct roles in supporting AI expansion. Broadcom Inc. yields 0.7% annually and boasts a 12.7% five-year annualized dividend growth rate driven by its AI infrastructure hardware. Caterpillar Inc., a Dividend Aristocrat yielding 0.8%, supplies large reciprocating engines to power data centers and deployed $7.9 billion toward share buybacks and dividends in fiscal 2025. Vertiv Holdings Co. yields 0.1% while providing critical power, cooling, and IT infrastructure solutions required for data center operations.

Investors tracking these income-generating stocks will focus on how demand for AI data center infrastructure impacts future earnings and payout expansion. Key factors include sustained capital spending on power generation, cooling technology, and specialized hardware, alongside each firm's capacity to maintain shareholder returns through dividends and repurchases.