Babcock & Wilcox (BW) announced that it has selected Siemens (SIEGY) Energy to provide steam turbine generator sets for B&W’s groundbreaking project to deliver one gigawatt of power for an Applied Digital AI Factory. B&W and Siemens have entered into an agreement for a limited notice to proceed to secure the turbine sets, which will enable B&W to deliver power for the project by the end of 2028. The full contract release is expected in the first quarter of 2026. B&W previously announced it has signed a limited notice to proceed with Applied Digital for the project to design and install four 300-megawatt natural gas-fired power plants, consisting of proven boilers and associated steam turbines, and expects to sign an ongoing parts and services contract to support the facility once commercial operation begins. To meet the project’s accelerated schedule, the plants use a proven configuration: a gas-fired boiler supplies heat and thus steam to drive the steam turbines and generate energy in a dispatchable and reliable manner.
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