February 24, 2026
35 GW Pre-Leased, 107-Week Lead Times, Zero Margin for ErrorLead times from Caterpillar, Cummins, and Rolls-Royce stretch to 107 weeks.
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Cummins
Cummins manufactures diesel and natural gas engines and power generation equipment used in Texas datacenters for backup power and distributed generation applications.
Referenced in 1 briefingLast referenced: February 24, 2026
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