BKR Secures Gas Turbine Deal to Power U.S. Data Center Projects

Group 1 - Baker Hughes Company (BKR) has secured an order to supply 10 Frame 5 gas turbines and associated generator technology for U.S. data center projects by Twenty20 Energy, with initial deliveries starting in 2027, capable of generating up to 250 MW of power for sites in Georgia and Texas [1][7] - This transaction signifies a long-term partnership between Baker Hughes and Twenty20 Energy, aimed at providing reliable and cleaner energy to meet the increasing power demands of AI and data centers across the United States [2] - The demand for BKR's gas turbine technology is surging, driven by the expansion of AI, cloud computing, and digital infrastructure, which is expected to enhance cash flows and investor appeal in the future [3] Group 2 - The growing demand for data centers and the global shift towards cleaner energy are anticipated to increase spending on companies supplying power-generation equipment or cleaner fuels for data centers in the coming years [4] - Exxon Mobil Corporation (XOM) and Chevron Corporation (CVX) are highlighted as leading integrated giants involved in producing low-carbon intensity power and renewable fuels to meet the rising demand from data centers [5] - Linde plc (LIN) is recognized for its position as a leading hydrogen supplier, which, along with its involvement in emerging clean fuels and extensive pipeline network, enables reliable hydrogen delivery at scale [6]