Cummins shifts to AI infrastructure as Power Systems grows on data centers, EPA 2027 pre-buying, 23x PE and 15–20% earnings ...

For the last century, Caterpillar's calling card has been its trademark macaroni-yellow backhoes and bulldozers. Increasingly, customers are interested in something else: the generators powering the ...

Cummins Inc (NYSE:CMI) is poised to benefit from structurally higher unit profitability in Power Systems and its pricing structure moving beyond datacenter, according to Goldman Sachs. The Cummins ...

Heavy machinery makers Caterpillar Inc. and Cummins Inc. will get a “meaningful” boost to earnings in the next three years as revenue nearly doubles from selling backup generators to help power US ...

Virginia’s ever-growing fleet of data centers will take the spotlight when the General Assembly reconvenes this week. Along ...

Management expects "unit shipments declining approximately 15% from third quarter levels" in North America on-highway applications for Q4, with most reductions in light- and heavy-duty trucks. Rumsey ...

In the world of data centers, ensuring a facility will be online 99.999 percent of the time, is everything. Access to power is the number one priority when developers are trying to figure out where to ...

The "Data Center Generators - Global Strategic Business Report" has been added to ResearchAndMarkets.com's offering. The global market for Data Center Generators was valued at US$10 Billion in 2024 ...

The companies making money off the AI boom aren't the ones you might expect. Caterpillar, Cummins, and others have made billions of dollars selling generators to data centers. Some analysts have ...