AI is having a clear effect on how companies think about dividends in corporate America. In 2026 alone, companies tied to artificial intelligence infrastructure have been raising their payouts at a pace that would have looked unusually strong just a few years ago.
GE Aerospace (GE) raised its quarterly dividend by 31%, Monolithic Power Systems (MPWR) increased its payout by 28%, and Equinix (EQIX) lifted its dividend by 10%, while also committing to grow it by at least 8% a year for the next five years. These are not small increases. They show that companies benefiting from AI demand are bringing more of that cash back to shareholders.
