COMPANIES · ENERGY & GRID

Cummins

Cummins makes diesel and natural gas engines for trucks and equipment, engine components, and generator sets and power systems, and runs a large parts and service distribution business.

AI-adjacentEnergy & grid
What it does

Cummins makes diesel and natural gas engines for trucks and equipment, engine components, and generator sets and power systems, and runs a large parts and service distribution business.

Why it matters

Its Power Systems business supplies backup and onsite generators and battery storage to data centers, and the company said data center demand drove record Power Systems results in 2025; that is one part of a business still dominated by truck and equipment engines.

How it makes money

Truck and equipment makers, data-center owners, utilities and other industrial customers pay for engines, components, generator sets, parts and service.

Geography

United States (Columbus, Indiana)

AI stack position

Energy and the electrical grid. The companies that generate, distribute and manage the electricity AI infrastructure runs on. AI data centers use enormous amounts of power, so the companies producing and delivering that electricity are just as critical to the AI economy as the chip makers.

Competitors

Connections (2)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (1)

Cummins supplied generator sets to Digital Realty
SuppliesCurrent
A Cummins case study says it supplied six roof-mounted C2250D5 diesel generator sets, providing 9.6 MW, for Digital Realty's Erskine Park data center in Australia.

Source: Source undated · reviewed 2026-09-26

Evidence: Primary-source statement · Completed installation (single site)

Limits: A single-site vendor case study with no publication date; does not establish whether Digital Realty buys Cummins equipment elsewhere or today, or any contract value.

Cummins Power Generation delivers critical protection power for Digital Realty ↗

Comparisons (1)

Cummins competes in data center generators with Caterpillar
Competes withComparison only
Equipment World reported that Caterpillar, Cummins and Rehlko are all supplying generator sets to meet data center power demand, with Cummins citing record Power Systems performance.

Source: 2026-06-04 · reviewed 2026-09-26

Evidence: Analytical comparison · Product/market overlap

Limits: Shows overlapping products and customer markets; does not establish market shares, head-to-head bids or relative pricing.

Caterpillar, Cummins, Rehlko Generators Power Data Center Boom ↗

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .