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Baker Hughes expects 3 billion dollars in data center orders through 2027 to address power supply bottlenecks
Tuesday, January 27, 2026 at 02:01 PM
Baker Hughes reports a significant increase in power systems orders, reaching $1 billion for data center applications in 2025. The company identifies power supply as a primary bottleneck for AI infrastructure and expects to secure $3 billion in data center-related orders through 2027 to provide behind-the-meter power solutions.
Context
During its 4Q25 earnings call, Baker Hughes projected $3 billion in data center-related orders through 2027, highlighting a strategic shift to address critical power supply bottlenecks. In 2025 alone, the company’s power system orders reached $2.5 billion, with $1 billion tied directly to data center applications. By focusing on "behind-the-meter" solutions, Baker Hughes enables operators to bypass congested utility grids, providing the speed and reliability necessary for rapid AI scaling.
This growth is anchored by the company's NovaLT turbine technology, including a recent 1-gigawatt slot reservation for data center use. As AI infrastructure spending heads toward $1 trillion annually, Baker Hughes is repositioning itself as a vital energy infrastructure provider. With global natural gas demand forecast to rise 20% by 2040, the company’s ability to deliver high-capacity, dispatchable power is becoming a cornerstone of the semiconductor and AI supply chain.
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