Baker Hughes Secures Multi-Year Gas Turbine Deal with Kodiak for U.S. Data Center Power
Event summary
- Baker Hughes and Kodiak Gas Services signed a multi-year agreement to deploy up to 1.8 GW of power generation capacity by 2030.
- Initial order includes 1 GW of gas turbines and generators, including NovaLT™16 and Frame 5 models, delivered by 2030.
- Deal supports behind-the-meter power solutions for U.S. data centers facing grid constraints and rising electricity demand.
- Framework allows for flexible capacity commitments aligned with evolving data center demand.
The big picture
The deal underscores the growing need for flexible, rapidly deployable power solutions to support U.S. data center expansion amid grid constraints. It reflects broader industry trends toward behind-the-meter infrastructure as digital demand outpaces traditional grid capacity. The agreement also highlights Baker Hughes’ strategic pivot toward energy technology solutions beyond its legacy oil and gas business.
What we're watching
- Deployment Pace
- How quickly Baker Hughes can scale production and delivery of gas turbines to meet Kodiak’s timeline.
- Market Demand
- Whether U.S. data center growth will sustain long-term demand for behind-the-meter power solutions.
- Competitive Positioning
- How this agreement strengthens Baker Hughes’ market share against rivals in the power generation sector.