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.