Babcock & Wilcox to Supply 1.2 GW of Gas-Fired Power for Applied Digital Data Centers

Babcock & Wilcox has secured a major contract to deliver 1.2 gigawatts of gas-fired power generation capacity to support Applied Digital’s data center operations. The project underscores rising energy demands in the tech sector and reinforces the role of fossil-fuel-based infrastructure in digital infrastructure expansion.

• 1.2 GW of gas-fired power capacity will be delivered by Babcock & Wilcox to Applied Digital.
• The project supports high-power data center operations critical for AI and cloud infrastructure.
• Deployments will be distributed across multiple regional sites to enhance grid reliability.
• The contract strengthens Babcock & Wilcox’s position in energy infrastructure and generation.
• Energy stocks including XLE, PWR, and SO may see positive market sentiment from increased demand for power assets.
• Highlights the growing interdependence between tech expansion and fossil-fuel-based power systems.