The first entry is always the pin's source. Overall confidence is a weighted average of how firmly each reference supports the start and end times used above; a reference counts half as much for every 180 days older than the newest.
Stated as done, per babcock.com[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.
B&W's filed August 2026 presentation: the $2.4B, 1.2 GW Base Electron project "will be located near Center, North Dakota" and its Conditional Use Permit was submitted in August 2026, with potential for another 1.2 GW.[1]
Applied Digital's 10-Q: the 4 November 2025 B&W warrant agreement, the 26 February 2026 Design-Build Agreement between Base Electron and B&W, Applied Digital's guarantee of Base Electron's obligations and its ~10% stake in Base Electron.[1]
Power Engineering coverage of the LNTP: four 300 MW natural gas-fired boiler and steam turbine plants for Applied Digital, operation targeted in 2028, full contract release expected in Q1 2026.[1]
The release as filed with the SEC[2][3] on 4 November 2025 (accepted 17:31 ET): LNTP for a project "valued at over $1.5 billion" to deliver one gigawatt for an Applied Digital AI Factory, four 300 MW gas-fired plants, operation targeted in 2028.
Something missing or wrong? Say it in your own words: a link that backs this pin up, a different start or end date and why, or a fact it lacks or gets wrong. The AI checks it against this pin's sources, searches for better ones, and adds any page that backs you up. The pin's own sources still count most.
