Global capital expenditures on artificial intelligence (AI) are surging, accelerating the pace of AI infrastructure development and subsequently fueling a robust demand for high-quality data centers. To ensure uninterrupted operations, these data centers typically necessitate the installation of fault-tolerant or redundant systems, encompassing dual-circuit commercial power, uninterruptible power supplies (UPS), and diesel generators. Among these, diesel generators are poised to be the primary beneficiaries. Tianfeng Securities' research report indicates that the market demand for diesel generators has doubled, primarily driven by artificial intelligence data centers (AIDC). This surge in demand has led to supply shortages among international industry leaders, thereby presenting an accelerated opportunity for the substitution of domestic diesel generators. It is advisable to keep a close eye on domestic enterprises capable of increasing prices, including those that produce original diesel engines, original equipment manufacturers (OEMs), and companies in the parts and components sector, to capitalize on this market trend.