Gensets
Reported lead time for new orders, from public filings and reporting. This is the equipment dataset, kept separate from the campus dataset; the campus pages show what tracked campuses actually took.
Reported lead time
17–24 mo · Manageable · trend n/a · ○ tertiary source · data 2026
72-104 weeks — Diesel generators for data centers (market report; methodology unknown) (EnkiAI)
Confidence: low. Based on secondary reporting.
By year (a year shows a value only when it was observed in that year or the one before)
| Year | Months | Data date | Source |
|---|---|---|---|
| 2026 | 17–24 mo | 2026 | ○ tertiary source |
Observations on record
| Period | Metric | Value | Note | Source |
|---|---|---|---|---|
| 2026 | capacity multiple vs 2024 cat recip | 3 x | Caterpillar large recip engine capacity to ~3x 2024 levels (turbines 2.5x) | ○ TIKR blog |
| 2026 | lead time weeks | 72-104 weeks | Diesel generators for data centers (market report; methodology unknown) | ○ EnkiAI |
| 2026-06 | order book horizon cummins | 2028 year | Diesel recip engine order book extends to 2028; 2029 to open soon | ◐ Quartr summary (Cummins at Wells Fargo conf) |
| 2026-06 | capacity expansion gw cummins | 20 GW | Planned capacity addition; USD 450M; mostly in existing plants | ◐ Quartr summary (Cummins at Wells Fargo conf) |
| 2026-06 | price usd m per gw | 600 USD_million/GW | Reciprocating engine pricing (Cummins management) | ◐ Quartr summary (Cummins at Wells Fargo conf) |
Sources
- ◐ Quartr summary (Cummins at Wells Fargo conf) · secondary, confidence medium · latest 2026-06
order_book_horizon_cummins 2026-06; capacity_expansion_gw_cummins 2026-06; price_usd_m_per_gw 2026-06 - ○ TIKR blog · tertiary, confidence medium · latest 2026
capacity_multiple_vs_2024_cat_recip 2026 - ○ EnkiAI · tertiary, confidence low · latest 2026
lead_time_weeks 2026
Source tiers: ● primary (filings, operator documents) · ◐ secondary (reporting that quotes a primary party) · ○ tertiary (aggregators, market reports of unknown method).