Baker Hughes Receives Gas Turbine Order from Twenty20 Energy to Power U.S. Data Center Infrastructure

Baker Hughes (NASDAQ: BKR) received an order from Twenty20 Energy for 10 Frame 5 gas turbines and associated generator technology to support up to 250 MW of U.S. data center power capacity.

Rhea-AI Summary

Baker Hughes (NASDAQ: BKR) received an order from Twenty20 Energy for 10 Frame 5 gas turbines and associated generator technology to support up to 250 MW of U.S. data center power capacity. Initial deliveries are scheduled for 2027 and units are designated for projects in Georgia and Texas.

The award advances a strategic collaboration under which Baker Hughes would supply multi-gigawatt power generation equipment to meet rising demand for AI and digital infrastructure across the United States.

Positive

• Initial order for 10 Frame 5 turbines supporting up to 250 MW
• Deliveries scheduled to begin in 2027, providing a clear near-term timeline
• Designated projects in Georgia and Texas, indicating geographic deployment
• Advances a multi-gigawatt strategic collaboration between Baker Hughes and Twenty20 Energy

Negative

• Order size of 250 MW is materially smaller than the announced multi-gigawatt ambition

Argus Feb 11 session

+3.55% close to close Open Argus

Details

News Market Reaction – BKR

On Feb 11, the day this news came out, BKR closed 3.55% above the previous close.

Data tracked by StockTitan Argus for the Feb 11 session.

Key Figures

Current share price: $59.14 52-week range: $33.60–$59.87 Market capitalization: $58,849,484,171 +3 more

Current share price

$59.14

Pre-news close, 1.23% below 52-week high

52-week range

$33.60–$59.87

Low to high over last 52 weeks

Market capitalization

$58,849,484,171

Equity value before the data center order news

Gas turbines ordered

10 units

Frame 5 gas turbines for U.S. data center projects

Power capacity

250 MW

Order supports up to 250 MW for data center projects

Initial deliveries

2027

Planned start of turbine deliveries to Twenty20 projects

Historical Context

5 past events · Latest: Feb 05

5 events

1. Feb 05

   Dividend declaration

   24h Move

   +2.7%

   Quarterly cash dividend of $0.23 per Class A share announced.

2. Feb 05

   Strategic agreement

   24h Move

   -3.1%

   Multiyear preferred provider deal with Marathon across U.S. refineries.

3. Jan 28

   Clean ammonia project

   24h Move

   +0.2%

   Awards to support low‑carbon ammonia plant with CO₂ capture equipment.

4. Jan 28

   Energy storage partnership

   24h Move

   +0.2%

   Expanded Hydrostor collaboration with potential supply up to 1.4 GW.

5. Jan 28

   Energy storage partnership

   24h Move

   +0.2%

   Hydrostor and Baker Hughes deepen A‑CAES collaboration and equipment supply.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

gas turbines, generator technology, data center

3 terms

gas turbines technical

"Baker Hughes will supply 10 Frame 5 gas turbines and associated equipment"

Gas turbines are industrial machines that burn natural gas or other fuels to spin a shaft or generate electricity, functioning much like a jet engine on the ground. Investors care because they are central to power generation and industrial operations: their fuel use, efficiency, reliability and maintenance needs drive operating costs, capital spending and exposure to fuel-price or regulatory risks, all of which affect company profits and stock value.

generator technology technical

"gas turbines and associated generator technology supporting up to 250 MW"

Generator technology is the design and components that turn a fuel or energy source into usable electricity, like the engine and parts that make a car move. It covers how efficiently and reliably a generator produces power, how much maintenance and fuel it needs, and its environmental impact. Investors care because advances or weaknesses in this technology affect operating costs, regulatory compliance, revenue stability and competitive position in energy and industrial markets.

data center technical

"designated for Twenty20 Energy’s data center projects in Georgia and Texas"

A data center is a secure facility that houses large numbers of computers, storage devices and networking gear that run, store and move digital information for businesses and online services. Investors treat data centers like modern warehouses: their occupancy, energy efficiency, connectivity and long-term service contracts drive steady revenue and capital needs, so changes in demand or costs can directly affect profitability and growth prospects.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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• Baker Hughes will supply 10 Frame 5 gas turbines and associated equipment for data center projects in the U.S.
• Award marks a pivotal step toward Baker Hughes and Twenty20 Energy’s multi-gigawatt strategic collaboration for U.S. data center power generation

HOUSTON and LONDON, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR), an energy technology company, announced Tuesday an award from Twenty20 Energy, a power generation company focused on enabling next-generation AI and digital infrastructure, for 10 Frame 5 gas turbines and associated generator technology supporting up to 250 MW of power generation capacity. Initial deliveries are scheduled for 2027 and have been designated for Twenty20 Energy’s data center projects in Georgia and Texas.

This significant order comes as Baker Hughes and Twenty20 Energy move toward a strategic agreement under which Baker Hughes will supply multi-gigawatt power generation equipment. The collaboration is designed to deliver resilient, reliable and sustainable power to meet the rapidly increasing demand for AI and digital infrastructure across the United States.

“We are pleased to announce this initial order from Twenty20 Energy that reflects our shared commitment to providing reliable and secure power to support growth in critical data center infrastructure,” said Baker Hughes Chairman and CEO Lorenzo Simonelli. “This milestone also marks significant progress toward our broader strategic collaboration agreement, and we look forward to working closely together as Twenty20 Energy develops its portfolio of power projects over the coming years.”

“Securing this initial order is a significant milestone for our business and a clear demonstration of our momentum as we work toward finalizing a major strategic agreement for multi-gigawatt power capacity,” said Twenty20 Energy CEO Geoff Lawrence. “By obtaining turbine capacity at this stage, we are well positioned to advance our efforts in delivering essential power generation infrastructure to support AI-driven data centers and digital industries across the United States. This partnership underscores the strong alignment between our organizations on execution, innovation and long-term value creation.”

About Baker Hughes
Baker Hughes (NASDAQ: BKR) is an energy technology company that provides solutions to energy and industrial customers worldwide. Built on a century of experience and conducting business in over 120 countries, our innovative technologies and services are taking energy forward – making it safer, cleaner and more efficient for people and the planet. Visit us at bakerhughes.com.

About Twenty20 Energy

Twenty20 Energy is a power generation company focused on developing, owning, and operating large-scale generation assets to support AI-driven data centres and digital infrastructure. The company’s primary focus is the United States, delivering reliable, scalable power solutions aligned with the needs of next-generation compute and industrial growth.

Media Relations

Baker Hughes
Sara Hassett
+39 348 274 0230
sara.hassett@bakerhughes.com

Twenty20
Maher Rabah
Investor Relations & Corporate Communications Director
m.rabah@twenty20energy.com

Baker Hughes Investor Relations

Chase Mulvehill
+1 346-297-2561
investor.relations@bakerhughes.com
   

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Baker Hughes (BKR) announce about the Twenty20 Energy turbine order on February 11, 2026?

Baker Hughes announced an order to supply 10 Frame 5 gas turbines, supporting up to 250 MW of power capacity. According to the company, initial deliveries are scheduled for 2027 and units are designated for projects in Georgia and Texas.

How much power capacity will the Baker Hughes (BKR) turbines provide for Twenty20 Energy data centers?

The turbines will support up to 250 MW of power generation capacity. According to the company, that capacity comes from an initial order of 10 Frame 5 units intended for U.S. data center projects.

When will Baker Hughes (BKR) deliver the turbines ordered by Twenty20 Energy and where will they be used?

Initial deliveries are scheduled to begin in 2027. According to the company, the ordered equipment is designated for Twenty20 Energy data center projects in Georgia and Texas.

Does the Baker Hughes (BKR) order from Twenty20 Energy represent a long-term strategic partnership?

Yes, the order advances a broader strategic collaboration aimed at multi-gigawatt capacity. According to the company, Baker Hughes and Twenty20 Energy are moving toward a multi-gigawatt supply agreement for U.S. data center power.

What does the 250 MW order mean for Baker Hughes (BKR) revenue visibility in 2027?

The announcement confirms tangible equipment demand but does not disclose revenue figures or contract value. According to the company, initial deliveries are planned for 2027, with further collaboration expected to scale to multi-gigawatt supply.