As the AI boom continues to heat up and large-scale data centers accelerate construction, the traditional equipment of diesel generators has ushered in new development opportunities. Currently, the market for high-power diesel generators for data centers is dominated by multinational leaders such as Rollo, Cummins, and Caterpillar. According to media reports, leading companies, including the three companies mentioned above, said that production capacity for high-power data center backup generators has been scheduled until 2027 to 2028. Domestic diesel generator manufacturers are also benefiting from the boom in data center construction. Weichai Power revealed during an investor conference call this year that global data center electricity demand continued to grow rapidly. The company sold 30,000 power and energy products in the first quarter, up 21% year on year; sold more than 3,000 large bore engines, up 21% year on year; and sold more than 500 units of data center engines, a sharp increase of more than 240% year on year. Demand for orders is currently high, and the contribution of the electricity and energy business to overall performance will be further enhanced.

As the AI boom continues to heat up and large-scale data centers accelerate construction, the traditional equipment of diesel generators has ushered in new development opportunities. Currently, the market for high-power diesel generators for data centers is dominated by multinational leaders such as Rollo, Cummins, and Caterpillar. According to media reports, leading companies, including the three companies mentioned above, said that production capacity for high-power data center backup generators has been scheduled until 2027 to 2028. Domestic diesel generator manufacturers are also benefiting from the boom in data center construction. Weichai Power revealed during an investor conference call this year that global data center electricity demand continued to grow rapidly. The company sold 30,000 power and energy products in the first quarter, up 21% year on year; sold more than 3,000 large bore engines, up 21% year on year; and sold more than 500 units of data center engines, a sharp increase of more than 240% year on year. Demand for orders is currently high, and the contribution of the electricity and energy business to overall performance will be further enhanced.