What they make
3 inputs Cummins Power Systems supplies
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Where it shows up
Goods downstream
Essential goods that depend on something Cummins Power Systems makes, pick one to see the full supply chain.
Where they make it
2 facilities
Cummins Seymour Engine Plant →
USIndiana · manufacturing
Key Cummins high-horsepower engine manufacturing facility; Cummins Power Systems grew 22% to $6.4B in 2024, with North America up 42%, driven by data center demand.
Cummins/Stamford Alternator Plant Xinrong →
CNHunan · manufacturing
One of two mainland China alternator plants for Cummins Generator Technologies / Stamford|AvK brand; tariff-exposed for US-bound product under Section 301 and reciprocal tariffs.
What else they do
Business segments
The company's full revenue map, where this supply-chain role fits within their broader business.
Engine
40%Power Systems
10%Components
25%Distribution
25%New Power (Hydrogen and Electrification)
2%
Intelligence
What's known
Sourced claims about this company's role in supply chains, chokepoints, concentration, incidents, dual-use connections.
Did you know2019
Cummins Inc. — universally known as the maker of diesel truck engines that power Class 8 semis and school buses — is simultaneously one of the world's top-5 manufacturers of PEM hydrogen electrolyzers that split water into green hydrogen using renewable electricity. Cummins' New Power segment (built around its 2019 $290M acquisition of Hydrogenics) makes the equipment that could eventually replace diesel engines — including Cummins' own — in heavy transport and industrial applications. The company making the combustion engine at the center of carbon emissions debates is also producing the electrolyzer technology that powers the clean energy alternative: the same Cummins engineering teams that optimized diesel combustion now optimize hydrogen fuel cell powertrains.
Cummins Inc. ↗Capacity2024
The AI data center buildout has created extraordinary demand for Cummins' Power Systems segment. As of 2024-2025, lead times for large Cummins generator set packages for hyperscale data centers have extended to 72-104+ weeks — driven by AWS, Azure, Google, and Meta ordering generator backup power for multi-gigawatt data center campuses. Cummins has announced significant capacity expansions for its Power Systems business and is one of the primary beneficiaries of the AI infrastructure buildout. The bottleneck is not just engines but also Stamford alternators, automatic transfer switches, and the integration expertise required to commission multi-megawatt generator installations.
Cummins Inc. ↗Origin2023
Cummins was founded in 1919 in Columbus, Indiana by Clessie Cummins, a chauffeur who borrowed $2,500 from banker W.G. Irwin to commercialize diesel engine technology that was then considered impractical for road vehicles. Cummins spent 25 years building engines before the company became profitable — kept alive through the Great Depression by Irwin family patience. The company that defined the American diesel trucking industry emerged from a century of being the persistent, technically-obsessed underdog: Columbus Indiana is to diesel engines what Detroit is to gasoline cars, and Cummins has never left. Today Cummins engines power ~40% of Class 8 trucks built in North America.
Cummins Inc. ↗