Baker Hughes Secures 1.21 Gigawatt Generator Order to Power Boom Supersonic’s AI Data Center Solution

Baker Hughes (NASDAQ: BKR) won an order to supply 25 BRUSH™ Power Generation DAX 7 generators, AVRs and cubicles to Boom Supersonic to pair with Boom’s 42 MW Superpower turbines.

Rhea-AI Summary

Baker Hughes (NASDAQ: BKR) won an order to supply 25 BRUSH™ Power Generation DAX 7 generators, AVRs and cubicles to Boom Supersonic to pair with Boom’s 42 MW Superpower turbines. Together the units will support a 1.21 GW onsite power commitment for anchor customer Crusoe.

Including a prior six-unit order, Boom now has firm orders for 31 generators (1.3 GW), with deliveries starting mid-2026 through 2028, targeting AI and high-performance computing data-center baseload power.

Positive

• 1.21 GW capacity committed to Crusoe
• Firm orders for 31 generators (1.3 GW)
• Deliveries scheduled mid-2026 through 2028

Negative

• Concentration risk: power commitment tied to a single anchor customer, Crusoe
• Extended delivery window (mid-2026–2028) could delay revenue recognition

Argus Feb 24 session

+1.65% close to close Open Argus

Details

News Market Reaction – BKR

In the Feb 24 session, BKR gained 1.65%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlights Baker Hughes’ expanding role in supplying power systems for AI data cen...

Analysis

This announcement highlights Baker Hughes’ expanding role in supplying power systems for AI data centers, adding 25 generators toward a 1.21 GW commitment and taking Boom’s total to 31 units and 1.3 GW. It extends a recent trend of multi‑gigawatt and data‑infrastructure contracts alongside clean energy projects. Investors may track how these awards translate into revenue over the 2026–2028 delivery window, compare future data center wins to this baseline, and monitor insider activity disclosed in recent Form 4 and 144 filings.

Key Figures

Price change: 2.35% Generator order: 25 BRUSH DAX 7 generators Turbine rating: 42 MW +5 more

Price change

2.35%

24h move prior to news

Generator order

25 BRUSH DAX 7 generators

New order for Boom Supersonic AI data center solution

Turbine rating

42 MW

Boom Superpower natural gas turbines paired with generators

Crusoe commitment

1.21 GW

Onsite electricity capacity commitment for Crusoe AI data centers

Prior generators

6 generators

Earlier BRUSH Power Generation order in 2025

Installed base

3,500 installations

Active BRUSH Power Generation DAX generators worldwide

Total firm generators

31 generators, 1.3 GW

Total Boom orders including prior and new units

Delivery window

2026–2028

Planned delivery schedule for generators

Historical Context

5 past events · Latest: Feb 11

5 events

1. Feb 11

   Data center turbines

   24h Move

   +3.5%

   Order for 10 Frame 5 gas turbines supporting up to 250 MW data center power.

2. Feb 05

   Dividend declaration

   24h Move

   +2.7%

   Quarterly cash dividend of $0.23 per share funded from operating cash.

3. Feb 05

   Refinery chemicals deal

   24h Move

   -3.1%

   Multiyear preferred provider agreement for chemicals across 12 refineries and 2 renewables sites.

4. Jan 28

   Clean ammonia project

   24h Move

   +0.2%

   Multiple orders for low‑carbon ammonia plant producing 500,000 tons and capturing CO₂.

5. Jan 28

   Hydrostor partnership

   24h Move

   +0.2%

   Expanded collaboration with potential for up to 1.4 GW of power and compression tech.

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

Key Terms

automatic voltage regulators, aeroderivative turbines, baseload power

3 terms

automatic voltage regulators technical

"electric generators, along with Automatic Voltage Regulators (AVRs) and cubicles, to Boom"

Automatic voltage regulators are devices that keep electrical voltage steady for equipment by sensing changes and quickly correcting them, much like cruise control keeps a car at a steady speed. For investors, they matter because stable voltage prevents equipment damage, reduces downtime, and improves energy efficiency—factors that affect operating costs, capital spending, and the reliability of businesses that depend on continuous power, such as factories and data centers.

aeroderivative turbines technical

"to complement Boom’s 42-megawatt Superpower aeroderivative turbinesCombined power equipment"

Aeroderivative turbines are power-generation machines built from or based on aircraft jet-engine designs, adapted to produce electricity or mechanical power on the ground. They are lighter, more compact and start up or change output faster than heavy industrial turbines—like a sports car compared with a freight truck—so they matter to investors because they enable flexible, fast-response power that can capture premium prices in peaking, backup or grid-balancing roles, while carrying different cost and maintenance profiles than larger stationary units.

baseload power technical

"combined units will provide flexible, reliable baseload power essential to the data centers"

Baseload power is the consistent, reliable electricity output that a power plant or source can provide around the clock to meet the minimum demand on the grid, similar to a factory that runs steadily to keep essential machines humming. For investors, baseload capacity matters because it tends to produce predictable revenue, supports grid stability, and reduces the risk that production will be sidelined when demand dips, making assets and contracts tied to it easier to value.

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

• Baker Hughes to provide 25 BRUSH™ Power Generation DAX 7 generators to complement Boom’s 42-megawatt Superpower aeroderivative turbines
• Combined power equipment will support Boom’s 1.21-gigawatt commitment to Crusoe for critical AI data center infrastructure

HOUSTON and LONDON, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR), an energy technology company, announced Tuesday an award to supply 25 BRUSH™ Power Generation electric generators, along with Automatic Voltage Regulators (AVRs) and cubicles, to Boom Supersonic. These specialized generators will be paired with Boom’s innovative 42-megawatt (MW) Superpower natural gas turbines to deliver highly efficient and reliable electricity for advanced artificial intelligence (AI) data centers.

Building on a prior agreement signed in 2025 for six BRUSH™ Power Generation electric generators, these units will collectively deliver 1.21 gigawatts (GW) of onsite electricity capacity for Boom’s anchor customer, Crusoe. Boom’s Superpower natural gas turbine, derived from its supersonic engine core design originally developed for supersonic flight and now being applied for the AI data center industry, leverages its sustained, efficient high-power output. Paired with Baker Hughes’ BRUSH™ Power Generation 2-pole DAX 7 air-cooled generators, the combined units will provide flexible, reliable baseload power essential to the data centers required for artificial intelligence and high-performance computing.

“This collaboration illustrates how Baker Hughes’ power systems capabilities are addressing the energy needs of the data center industry, one of the key drivers of growing global power demand,” said Baker Hughes Chairman and CEO Lorenzo Simonelli. “Pairing our proven
generator technology with a novel turbine application enables innovative, efficient and dependable power solutions for the rapidly expanding distributed power generation needs of AI and high-performance computing.”

"We are bringing a new category of scalable, onsite power to market so that the growth of AI is no longer constrained by the grid," said Boom CEO Blake Scholl. "Collaborating with a world-class energy technology company like Baker Hughes is how we deliver on that promise, pairing our supersonic turbine with their proven generators to provide reliable power for our customers."

BRUSH™ Power Generation DAX generators are 2-pole, air-cooled units renowned for their high efficiency, flexibility and lower total cost of ownership. These units are specifically engineered to meet demanding operational requirements, with a proven track record from over 3,500 active installations worldwide. Including six generators already on order, Boom has now placed firm orders for 31 generators totaling 1.3 GW, with deliveries starting mid-2026 through 2028.

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.

For more information, please contact:

Media Relations

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

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 exactly did Baker Hughes (BKR) agree to supply to Boom Supersonic on Feb 24, 2026?

Baker Hughes agreed to supply 25 BRUSH DAX 7 generators plus AVRs and cubicles to Boom. According to the company, these units will pair with Boom’s 42 MW turbines to deliver onsite power for AI data centers.

How much total onsite power will the Baker Hughes and Boom solution provide for Crusoe under the BKR deal?

The combined systems will provide 1.21 GW of onsite electricity capacity for Crusoe. According to the company, generators plus Boom 42 MW turbines deliver baseload power for AI and high-performance computing.

What is the total number of generators and aggregate capacity Boom has now ordered including earlier purchases?

Boom has now placed firm orders for 31 generators totaling 1.3 GW of capacity. According to the company, this includes the new 25-unit order plus a prior six-unit order from 2025.

When will deliveries for the Baker Hughes (BKR) generators to Boom begin and end?

Deliveries are scheduled to start mid-2026 and continue through 2028. According to the company, the phased deliveries cover all 31 units tied to the 1.3 GW program.