ITIF Report, Indiana's Turbine Cluster Is in Chinese Competition's Crosshairs

The Information Technology and Innovation Foundation published a state-by-state assessment June 1st on how Chinese industrial policy is eroding U.S. manufacturing competitiveness. Indiana leads the nation in engine, turbine, and power transmission equipment manufacturing (NAICS 3336) with 10,431 workers, ahead of California and Michigan. The anchor firms are Rolls-Royce, with roughly 4,000 employees at its Indianapolis operations campus, and Cummins, headquartered in Columbus.

The structural risk the state-level report doesn't surface: Cummins' own fiscal year 2025 filings name Waikai Power as a direct competitor, and the ITIF brief documents that Waikai Heavy Machinery has doubled revenue in segments that overlap directly with Cummins Power Systems. Cummins simultaneously operates active joint ventures with Chinese partners, Dongfeng and Beijing Photon, that share platforms and IP inside China. The competitive and JV relationships are treated as separable in Cummins' own filings. ITIF flags that contradiction directly. If you're a precision machined components supplier in Cummins' Indiana supply base, start tracking whether your customer's export order volumes are softening now, before it shows up in your domestic releases.