Cummins Inc.
CMI · Industrials
$551.15
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This Earnings Season Confirmed the AI Power Bottleneck Is Real. Here Are the Industrial Winners Hiding in Plain Sight.
While mega-cap tech stocks have dominated AI investment, industrial companies providing essential infrastructure for data centers are quietly benefiting. Eaton Corporation, Vertiv Holdings, and Cummins are positioned as 'picks-and-shovels' winners, offering exposure to AI growth through power distribution, cooling solutions, and backup generation systems, with attractive valuations compared to traditional tech stocks.
Hyperscalers Will Spend $750 Billion on AI This Year. Cummins Sells the Backup Power.
As hyperscalers like Alphabet, Amazon, Meta, Microsoft, and Oracle collectively spend approximately $750 billion on AI infrastructure in 2026, Cummins is capitalizing on the massive demand for backup power systems. The company's Power Systems segment saw 19% year-over-year sales growth driven by data center demand, with AI racks consuming up to 600 kilowatts compared to traditional 12-kilowatt racks. Cummins is expanding beyond emergency backup to provide primary power solutions through microgrids, positioning itself as a key beneficiary of the AI infrastructure boom.