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Baker Hughes receives orders for 500 gas turbines for data center power
Wednesday, February 25, 2026 at 11:38 AM
Baker Hughes reported receiving orders for 500 NovaLT gas turbines within a single year to support power generation for data centers.
Context
Baker Hughes is aggressively scaling its manufacturing capacity to address a historic surge in power infrastructure demand. The company reported receiving orders for 500 NovaLT gas turbines in 2025 alone, a staggering jump compared to just 50 units ordered over the entire preceding decade. To meet this unprecedented backlog, the firm is overhauling facilities originally designed for an output of roughly 20 units per year, aiming to increase production by three to four times or more in the immediate term.
This demand spike is largely driven by the rapid expansion of AI data centers and semiconductor fabrication plants, which require massive, reliable power supplies that local grids often struggle to provide. By deploying these modular turbines, hyperscalers and industrial players can secure "behind-the-meter" power solutions more quickly than traditional utility upgrades allow. For investors, this shift positions Baker Hughes as a critical infrastructure play within the AI supply chain, capitalizing on the urgent global need for localized energy generation.
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