ur actual revenue exposure check already has an answer for cummins.. mgmt said data centres were 40% of domestic power gen revenue last quarter, and going by the numbers the rest of power gen grew only single digit
ge vernova t&d meanwhile called its dc orders not significant yet
ur actual revenue exposure check already has an answer for cummins.. mgmt said data centres were 40% of domestic power gen revenue last quarter, and going by the numbers the rest of power gen grew only single digit
ge vernova t&d meanwhile called its dc orders not significant yet