Cummins

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

Sourced from 2 references — primary source, secondary source — last verified .

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

Ticker
NYSE: CMI
Headquarters
Columbus
Founded
1919
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.

Cummins Inc. is an American multinational corporation that designs, manufactures, and distributes diesel engines, electric vehicle components, and power generation products. Cummins also services engines and related equipment, including fuel systems, air handling systems controls, filtration, emission control, electrical power generation systems, and engine control units.

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

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Sources

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Cite as: wafergraph, “Cummins — supply chain, financials & market position”, https://wafergraph.com/company/cummins (data as of 2026-10-09).

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