Producer

Cummins Inc.

CMIHQ US · Indianawebsite ↗

Cummins Inc. (Columbus, IN; NYSE: CMI; ~$34B revenue 2024) is the second-largest diesel engine manufacturer for power generation; #1 in medium-range standby gensets. Cummins Power Systems produces the QSK series (High Horsepower) engines rated 600kW to 3.5MW for standby use at data centers, hospitals, utilities, and mining operations. Key manufacturing in Columbus, IN (headquarters and primary engine plant), Fridley, MN, and Daventry, UK (serving European power generation market). Cummins owns Onan Corporation (commercial genset OEM) and acquired Stamford and AVK alternator brands. The Cummins QSK78 (78-liter displacement, ~4MW) is among the most powerful production diesel standby engines. In 2021-2022 during the semiconductor shortage, Cummins engine electronic control unit (ECU) shortages contributed to standby genset lead times extending to 52-104 weeks — a crisis for hyperscaler data center expansion.

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What they make

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  • Engine Business (Truck, Industrial)

    40%
  • Power Systems (Generators)

    28%
  • Distribution (Service)

    20%
  • Accelera (Electrification/H2)

    12%

Intelligence

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  • Did you know2024

    Cummins diesel engines power: (1) Kenworth, Peterbilt, and Freightliner commercial trucks (freight logistics supply chain — ~40% of US Class 8 truck market uses Cummins); (2) standby and prime power generators for hospitals, data centers, and military bases (critical infrastructure backup supply chain); (3) Cummins Accelera hydrogen fuel cells and electrolyzers (clean energy/hydrogen economy supply chain). The same Columbus, Indiana engine manufacturer is simultaneously the backbone of American freight logistics, the primary backup power for healthcare and data infrastructure, AND is building the hydrogen fuel cell supply chain for the next energy transition. Cummins is simultaneously in three supply chains that global consultancies analyze separately: transportation, critical infrastructure, and clean energy.

    Cummins Inc
  • Origin2023

    Cummins Inc. was founded in 1919 in Columbus, Indiana by Clessie Leland Cummins — a chauffeur who became fascinated with diesel engine technology and raced diesel-powered vehicles in early motorsport. Clessie Cummins drove a diesel truck across the United States in 1929 on approximately 30 gallons of fuel, and entered a Cummins-powered car at the Indianapolis 500 in 1931, 1934, and 1952. The eccentric inventor was backed financially by the Irwin Miller banking family of Columbus, Indiana — whose foundation later funded significant Columbus, IN architectural commissions (Columbus became an internationally renowned architecture city). The Miller family held controlling interest in Cummins until relatively recently, making it one of Indiana's most distinctive family-backed industrials.

    Cummins Inc