Babcock & Wilcox Signs 1 GW Data Center Power Deal With Applied Digital
CONFIRMED89% CONFIDENCEStated as done, per babcock.com[1][6]: "(AKRON, Ohio - November 4, 2025) - Babcock & Wilcox ... announced today that it has ... [signed] an agreement for a limited notice to proceed"; the Business Wire copy on Yahoo Finance is timestamped 22:28 UTC and the SEC[2][3][5] 8-K was accepted at 17:31 ET.
Babcock & Wilcox signed a limited notice to proceed on a project valued at over $1.5 billion to design and install four 300 MW gas-fired boiler and steam turbine plants for an Applied Digital AI Factory, its entry into AI data-centre power.
$1.5B
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