Cummins' Fastest-Growing Business Isn't Trucks. It's Data Center Power.

Cummins' Fastest-Growing Business Isn't Trucks. It's Data Center Power.

Key PointsThe company's fastest-growing division is also the most profitable, and its order book keeps building.Data centers need reliable energy, and Cummins is supplying a key piece of it.Its core engine and components businesses are coming off a cyclical slowdown.10 stocks we like better than Cummins › Shares of Cummins (NYSE: CMI) have climbed nearly 50% over the past six months, lifted by rising orders tied to the artificial intelligence (A…

Cummins Pivots to AI-Powered Growth, Shares Surge 50%

Cummins, a stalwart in the industrial engine and power generation sector, is undergoing a strategic pivot that could redefine its market positioning. The company’s shares have surged nearly 50% over the past six months, a trend largely attributed to the burgeoning demand for artificial intelligence (AI) infrastructure. This shift is not merely a temporary boost but a fundamental realignment of… Source