Babcock and Wilcox has selected Siemens Energy to supply steam turbine generator sets for Babcock and Wilcox’s project to deliver one gigawatt of power for an Applied Digital AI Factory. Babcock and Wilcox says it has executed a limited notice to proceed with Siemens Energy to secure the turbine sets, with the stated goal of delivering power for the project by the end of 2028; it expects the full contract release in the first quarter of 2026.

The company previously announced a limited notice to proceed with Applied Digital to design and install four 300 MW natural gas-fired power plants. Babcock and Wilcox says the plants will include boilers and associated steam turbines, and it expects to sign an ongoing parts-and-services contract to support the facility once commercial operation begins.

To meet what it calls an accelerated schedule, Babcock and Wilcox says the plants will use a “proven configuration” in which a gas-fired boiler supplies heat to produce steam that drives steam turbines to generate energy “in a dispatchable and reliable manner.” The companies are positioning the configuration for continuous-load requirements: “By pairing our steam turbine systems with B&W’s established boiler technology, we can deliver a straightforward, cohesive setup for large‑scale power,” said Tobias Panse, Senior Vice President, Steam Turbine and Generators, Siemens Energy. “A configuration well-suited to the continuous demand profile of modern AI facilities.”

Babcock and Wilcox Chief Technology Officer Brandy Johnson argues that the approach improves schedule versus other plant types: “We can deliver data center solutions significantly faster than what could be achieved with simple-cycle or combined-cycle power plants.”

Source: Babcock and Wilcox