At the heart of diesel generator sets providing backup power for data centers lie large-bore engines, characterized by their sophisticated technology and relatively low localization rates. Amidst the burgeoning demand for Advanced Intelligent Data Center (AIDC) construction, the market for diesel generator sets and large-bore engines has witnessed a surge, prompting an uptick in prices. This upswing has sparked a trend towards full-chain domestic substitution. While foreign brands currently dominate the market, independent domestic brands have made strides through acquisitions, joint ventures, and other means, achieving technological breakthroughs. These brands are poised to gain market share, leveraging advantages in cost-effectiveness, agility, services, and data security. Nonetheless, the evolution of the industry may be influenced by factors such as cloud vendors' capital expenditures, the pace of domestic substitution, and tariff risks.