Cummins (CMI)
Backup generators + hydrogen fuel cells for DC.
- Ticker: CMI
- Sector: power equipment (genset)
- DC exposure tier: mid
Cummins (CMI) is a moderate-exposure data-center supply-chain name in the power equipment sector. Data Center Index tracks Cummins's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
Power Systems backup gen-sets serve DCs and are a fast-growing piece, but Engine and Distribution segments (truck/industrial) still dominate the company mix.
Tracked Cummins data center projects
- Microsoft Fairwater Wisconsin — 3.3 GW, Mount Pleasant, WI · operational
- Anthropic-Amazon New Carlisle — 1.2 GW, New Carlisle, IN · operational
- Meta Prometheus — 1.1 GW, New Albany, OH · operational
- Azure Northern Virginia — 1.0 GW, Northern Virginia, VA · operational
- AWS Northern Virginia — 770 MW, Loudoun County, VA · under construction
- Google Council Bluffs (East) — 284 MW, Council Bluffs, IA · operational