Baker Hughes Secures 1.21 Gigawatt Generator Order to Power Boom Supersonic’s AI Data Center Solution
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
Key Figures
Market Reality Check
Peers on Argus
Core peers SLB, HAL, FTI, TS and NOV all show modest gains (up about 0.57–1.48%), while scanner momentum only flagged OII. With Baker Hughes up 2.35% and sector momentum not broadly elevated, the move appears more company-specific than a pure sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 11 | Data center turbines | Positive | +3.5% | Order for 10 Frame 5 gas turbines supporting up to 250 MW data center power. |
| Feb 05 | Dividend declaration | Positive | +2.7% | Quarterly cash dividend of $0.23 per share funded from operating cash. |
| Feb 05 | Refinery chemicals deal | Positive | -3.1% | Multiyear preferred provider agreement for chemicals across 12 refineries and 2 renewables sites. |
| Jan 28 | Clean ammonia project | Positive | +0.2% | Multiple orders for low‑carbon ammonia plant producing 500,000 tons and capturing CO₂. |
| Jan 28 | Hydrostor partnership | Positive | +0.2% | Expanded collaboration with potential for up to 1.4 GW of power and compression tech. |
Recent news for Baker Hughes has centered on large-scale power and energy infrastructure awards, including data center and clean ammonia projects. The last five items all carried broadly constructive strategic implications, and in four of those cases the stock rose in the following 24 hours, with one notable decline after a positive refinery chemicals agreement. This mix suggests generally supportive but not uniformly positive trading responses to growth-oriented announcements.
Over the last month, Baker Hughes has reported several sizeable awards. On Jan. 28, it secured multiple orders for Wabash Valley Resources’ clean ammonia project and deepened its Hydrostor collaboration for up to 1.4 GW of power and compression technology. On Feb. 5, it became Marathon’s preferred downstream chemicals provider and declared a $0.23 dividend. On Feb. 11, it announced a gas turbine order supporting up to 250 MW of U.S. data center power. Today’s AI data center generator order extends this pattern of power-infrastructure growth deals.
Market Pulse Summary
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 Terms
automatic voltage regulators technical
aeroderivative turbines technical
baseload power technical
AI-generated analysis. Not financial advice.
- 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
What exactly did Baker Hughes (BKR) agree to supply to Boom Supersonic on Feb 24, 2026?
How much total onsite power will the Baker Hughes and Boom solution provide for Crusoe under the BKR deal?
What is the total number of generators and aggregate capacity Boom has now ordered including earlier purchases?
When will deliveries for the Baker Hughes (BKR) generators to Boom begin and end?
