Cummins Inc. shares moved higher after the company disclosed an agreement to supply natural gas generator sets for a large data center campus being developed by Circe Energy in West Texas. The manufacturer said it will deliver a series of high-powered, high-efficiency generator sets that will operate as the primary source of power for a behind-the-meter microgrid serving a High-Performance Computing facility.
The equipment to be provided includes Cummins' HSK78 and QSK60 generator set platforms. Deliveries under the contract are scheduled over a multi-year window from 2026 through 2030, with the installation platform designed for modular, phased energization beginning in 2027.
According to the agreement, the natural gas generator sets will support the West Texas campus by supplying on-site prime power without dependence on the regional grid. Cummins will supply the generation equipment and provide technical validation support, while Circe Energy and its engineer-of-record will remain responsible for the final system design and the implementation of the microgrid solution. Cummins also will make long-term service support available through its North American service network.
The deal comes amid rising interest in on-site power generation as data center developers confront utility interconnection delays and grid constraints across North America. The contract positions Cummins to meet the growing demand for resilient, high-capacity power infrastructure required by compute-intensive applications such as artificial intelligence and other power-hungry digital workloads.
“Data center customers are navigating a new power reality where speed, reliability, and availability are just as critical as capacity - and downtime is not an option,” said Susan Cleaver, Executive Director of Cummins Global Power Generation business.
Circe Energy’s West Texas campus will combine microgrid architecture with facilities built for high-density AI compute, compatibility with liquid cooling, and provisions for long-term scalability. The planned configuration emphasizes modular deployment and phased expansion to align power availability with the campus build-out schedule.
Cummins, which is headquartered in Columbus, Indiana, employs approximately 67,400 people worldwide. In 2024 the company reported $2.8 billion in earnings on $33.7 billion in sales.
Summary
Cummins will supply HSK78 and QSK60 natural gas generator sets to power a behind-the-meter microgrid for Circe Energy’s High-Performance Computing data center campus in West Texas. Deliveries run from 2026 to 2030, with phased energization beginning in 2027. The arrangement responds to on-site power demand amid grid constraints and utility interconnection delays.