Cummins

Cummins is a leader in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States.

Manufactures diesel and natural-gas backup generator sets for data centers.

Ticker
NYSE: CMI
Headquarters
United States
Revenue
$33.7B (FY2025) · -1.3% YoY
Net income
$3.0B
Operating margin
11.9%
Market position
leader
Value-chain segment
Power & Cooling
Key products
Diesel backup generator sets, Natural-gas generator sets, Digital master control systems for generator fleets

About Cummins

Cummins, headquartered in United States, operates in the Power & Cooling segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include Diesel backup generator sets, Natural-gas generator sets, Digital master control systems for generator fleets.

Role in the chain

Cummins is a market leader in AI & Data Center (Power & Cooling), headquartered in United States. Manufactures diesel and natural-gas backup generator sets for data centers.

Diligence questions

  1. Cummins is positioned as a leader in AI & Data Center. How replaceable is this vendor on the process step you are buying?
  2. Cummins is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  3. Cummins trades as NYSE:CMI. What does the latest reported period say about capacity and backlog versus the graph position above?
  4. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Cummins

Key products

  • Diesel backup generator sets
  • Natural-gas generator sets
  • Digital master control systems for generator fleets

More AI & Data Center companies

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Cummins — supply chain, financials & market position”, https://wafergraph.com/company/cummins (data as of 2026-10-04).

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