Baker Hughes Receives Gas Turbine Order from Twenty20 Energy to Power U.S. Data Center Infrastructure
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
News Market Reaction – BKR
On the day this news was published, BKR gained 3.55%, reflecting a moderate positive market reaction. Our momentum scanner triggered 11 alerts that day, indicating notable trading interest and price volatility. This price movement added approximately $2.09B to the company's valuation, bringing the market cap to $61.07B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Before this data center order news, BKR was down 0.67%. Key peers like HAL and NOV also showed declines, but no peers appeared in the momentum scanner, suggesting the move was viewed more as stock-specific than a broad sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 05 | Dividend declaration | Positive | +2.7% | Quarterly cash dividend of $0.23 per Class A share announced. |
| Feb 05 | Strategic agreement | Positive | -3.1% | Multiyear preferred provider deal with Marathon across U.S. refineries. |
| Jan 28 | Clean ammonia project | Positive | +0.2% | Awards to support low‑carbon ammonia plant with CO₂ capture equipment. |
| Jan 28 | Energy storage partnership | Positive | +0.2% | Expanded Hydrostor collaboration with potential supply up to 1.4 GW. |
| Jan 28 | Energy storage partnership | Positive | +0.2% | Hydrostor and Baker Hughes deepen A‑CAES collaboration and equipment supply. |
Recent strategic and partnership announcements have generally seen modest positive to mixed price reactions, with one notable divergence on a preferred provider agreement.
Over the past few weeks, Baker Hughes has combined capital return with strategic growth initiatives. A quarterly dividend of $0.23 per share on Feb. 27, 2026 saw a positive reaction, while a multiyear preferred provider deal with Marathon across 12 refineries and 2 renewable fuel facilities coincided with a decline. Clean ammonia and Hydrostor collaborations, involving up to 1.4 GW of equipment, drew small gains. Today’s data center power order continues the theme of large, energy‑technology contracts.
Market Pulse Summary
This announcement highlights Baker Hughes’ push into powering AI and digital infrastructure, supplying 10 gas turbines and generator technology for up to 250 MW of U.S. data center capacity starting in 2027. It builds on recent clean ammonia and long‑duration storage projects, reinforcing a strategy around lower‑carbon and grid‑reliability solutions. Investors may track future milestones in the broader multi‑gigawatt collaboration, project execution in Georgia and Texas, and additional contract wins in data center power markets.
Key Terms
gas turbines technical
generator technology technical
data center technical
AI-generated analysis. Not financial advice.
- 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
What did Baker Hughes (BKR) announce about the Twenty20 Energy turbine order on February 11, 2026?
How much power capacity will the Baker Hughes (BKR) turbines provide for Twenty20 Energy data centers?
When will Baker Hughes (BKR) deliver the turbines ordered by Twenty20 Energy and where will they be used?
Does the Baker Hughes (BKR) order from Twenty20 Energy represent a long-term strategic partnership?
What does the 250 MW order mean for Baker Hughes (BKR) revenue visibility in 2027?
