Cummins' Fastest-Growing Business Isn't Trucks. It's Data Center Power.

2026-03-07 04:57:00 ET

Shares of Cummins (NYSE: CMI) have climbed nearly 50% over the past six months, lifted by rising orders tied to the artificial intelligence (AI) boom . The company designs and manufactures diesel and natural gas engines, power generation equipment, and related components. The stock has long been priced as a cyclical play on long-haul trucking, but now the surge in data center demand is the bigger driver.

Advanced computing relies on large facilities, and those sites need reliable standby energy when utility service fails or becomes unstable. That is where Cummins comes in. Its power systems segment sells the industrial generators they need.

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