Industry Newspower generationdata centercaterpillarcummins
Industrial Manufacturers Profit From Data-Center Generators
9.0
Caterpillar, Cummins, Rolls-Royce and others are selling large generators to hyperscale data centers, driving substantial revenue and stock gains in 2024. Cummins sold $2.6 billion in data-center power equipment last year and expects 30–35% growth; Caterpillar's power segment rose to over 14% of sales and the company has a $39.8 billion order backlog. Manufacturers are expanding factories through 2027 to meet rising demand.
Key Points
- 1Sell dozens of large generators to hyperscale data centers, driving significant revenue growth for Caterpillar and Cummins
- 2Drive unprecedented scale in power-generation demand as hyperscalers expand, straining grid connections and utility capacity
- 3Force companies to expand manufacturing capacity and invest in supply chains to meet multi-year orders and backlogs
Scoring Rationale
Credible company data and broad industry impact raise the score, limited by being commercial rather than technical innovation.
Sources
Public references used for this report.
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