能源2026/09/23@EnergyDesk
Babcock & Wilcox Signs 1 GW Data Center Power Deal With Applied Digital
Babcock & Wilcox…Center, Oliver County, North Dakota, United States
开始于 2025/11/04 22:28已确认可信度 89%323天前Stated 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
0.71
能源2026/09/23@EnergyDesk
B&W Joins TerraSpark's 1.6 GW Coal Plant Project in West Virginia
Babcock & Wilcox…Grant County, West Virginia, United States
开始于 2026/06/08 10:30已确认可信度 84%107天前Stated as done, per B&W's release "(AKRON, Ohio – June 8, 2026)": "today announced it is collaborating with TerraSpark^[5] in support of its planned energy generation project in West Virginia"; the Business Wire copy on Yahoo Finance is timestamped 2026-06-08T10:30:00Z (6:30 a.m. ET).
Babcock & Wilcox is collaborating with TerraSpark on the TerraSpark Energy Campus near the Mount Storm power complex in Grant County, West Virginia, with an expected scope of four 400 MW supercritical boilers, full emissions controls and construction. The campus pairs a 1.6 GW coal plant with Mantel's carbon capture.
0.69
能源2026/09/23@EnergyDesk
B&W Gets Go-Ahead to Supply SolveBright Carbon Capture to a US Power Plant
1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United StatesBabcock & Wilcox…
开始于 2025/12/08 11:30已确认可信度 82%289天前Stated as done, per B&W's release "(AKRON, Ohio – December 8, 2025)": "announced today that it has received limited notice to proceed"; the Business Wire copy on Yahoo Finance is timestamped 2025-12-08T11:30:00Z (6:30 a.m. ET).^[1]
Babcock & Wilcox received a limited notice to proceed on engineering and long-lead purchasing for a SolveBright CO2-capture system at an unnamed existing US power plant, sized to capture more than 550,000 tons a year. The full contract, expected by March 2026, is worth an estimated $80 million; the plant is not named, so the pin sits at B&W's Akron headquarters.
$80M
0.69
能源2026/09/23@EnergyDesk
Babcock & Wilcox Closes $230 Million Stock Offering
1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United StatesBabcock & Wilcox…
开始于 2026/05/18已确认可信度 87%128天前Stated as done in the release datelined "AKRON, Ohio – May 18, 2026", which "announced today the closing of its previously announced underwritten public offering"; the 8-K says "The Offering was consummated on May 18, 2026."^[1]
B&W sold 12.4 million new shares at $18.50 each, raising about $230 million with the underwriters' extra shares, and Applied Digital bought about 540,500 of them. The money is meant to expand steam turbine and boiler production for AI data centre power plants.
0.67
能源2026/09/23@EnergyDesk
Base Electron's 1.2 GW Gas Plant for Applied Digital Goes Online
Babcock & Wilcox…Center, Oliver County, North Dakota, United States
开始于 2030/12/31已延期延期2年可信度 76%4.3年后A target year, per bismarcktribune.com^[1]: Base Electron's Tyler Hammond said that if the permit is approved "construction would commence in the second quarter of 2027 and the plant would be operational in 2030"; a year alone is dated to its last day.
The 1,200 MW gas-fired plant Babcock & Wilcox is building for Base Electron near Center, North Dakota, to power Applied Digital's AI data centres is now due to run in 2030, after B&W first promised power by the end of 2028.
0.67
能源2026/09/23@EnergyDesk
Babcock & Wilcox Gets Go-Ahead on $2.4B Base Electron Power Plant
Babcock & Wilcox…Center, Oliver County, North Dakota, United States
开始于 2026/03/04 11:30已确认可信度 87%203天前Stated as done, per babcock.com^[1]: "(AKRON, Ohio - March 4, 2026) - Babcock & Wilcox ... announced today that it has received full notice to proceed on a $2.4 billion design-build agreement"; the Business Wire copy on Yahoo Finance is timestamped 11:30 UTC.
Babcock & Wilcox received full notice to proceed on a $2.4 billion design-build contract with Base Electron, an Applied Digital-backed power producer, for 1.2 GW of gas-fired boiler and steam turbine capacity to supply Applied Digital AI Factory campuses.
$2.4B
0.67
能源2026/09/23@EnergyDesk
Babcock & Wilcox Picks Siemens Energy Turbines for Applied Digital Plant
Babcock & Wilcox…Center, Oliver County, North Dakota, United States
开始于 2026/01/08 11:11已确认可信度 85%258天前Stated as done, per babcock.com^[1][6]: "(AKRON, Ohio - January 8, 2026) - Babcock & Wilcox ... announced today that it has selected Siemens Energy"; the Business Wire copy on Yahoo^[2][5] Finance is timestamped 11:11 UTC.
Babcock & Wilcox chose Siemens Energy to supply the steam turbine generator sets for its one-gigawatt Applied Digital power project, under a limited notice to proceed it said would let it deliver power by the end of 2028.
0.66
能源2026/09/23@EnergyDesk
B&W Starts Work on $130 Million Air Quality Project at a US Coal Plant
Babcock & Wilcox…1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United States
开始于 2026/09/10 10:30已确认可信度 80%13天前Stated as done, per B&W's release "(AKRON, Ohio – September 10, 2026)": "announced today that it has received a limited notice to proceed (LNTP)"; StockTitan's copy of the Business Wire release is stamped 06:30 AM ET and MT Newswires reported it at 07:04 AM EDT.^[1]
Babcock & Wilcox received a limited notice to proceed on an approximately $130 million air quality control project for an unnamed US coal-fired power plant, starting engineering and long-lead purchasing, with its construction arm expected to install it. The plant is not named, so the pin sits at B&W's Akron headquarters.
$130M
0.66
能源2026/09/23@EnergyDesk
Babcock & Wilcox Orders 20 Siemens Steam Turbines for Data Center Power
Babcock & Wilcox…1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United States
开始于 2026/08/11 10:30已确认可信度 86%43天前Stated as done, per babcock.com^[1][4]: "(AKRON, Ohio - August 11, 2026) - Babcock & Wilcox ... announced today that it has signed an agreement with Siemens Energy to commence work on 20 ... steam turbine generator sets"; the Business Wire copy on Yahoo^[2] Finance is timestamped 10:30 UTC.
Babcock & Wilcox signed for Siemens Energy to start work on 20 steam turbine generator sets of 50 MW each, 1 GW in all, for its FastPower data-centre program, on top of the turbines already ordered for the Applied Digital project.
0.66
能源2026/09/23@EnergyDesk
B&W Wins Engineering Study for Alberta Air-Storage and Hydrogen Hub
Babcock & Wilcox…Marguerite Lake 826S substation, Municipal District of Bonnyville, Alberta, Canada
开始于 2025/10/28已确认可信度 85%330天前Stated as done, per B&W's release "(AKRON, Ohio – October 28, 2025)": "announced today that it has been awarded a contract by Cache Power Corp. (Cache Power) to execute an engineering study"; no time of day was found.^[1]
Cache Power hired Babcock & Wilcox to engineer its BrightLoop hydrogen technology, up to 60 tonnes a day with the CO2 captured, into the 640 MW Marguerite Lake compressed-air energy storage plant near La Corey, Alberta. An Alberta Innovates grant pays for part of the study.
C$4.3M
0.64
能源2026/09/23@EnergyDesk
Babcock & Wilcox Reports Q2 2026 Results and Raises EBITDA Target
1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United StatesBabcock & Wilcox…
开始于 2026/08/10 20:25已确认可信度 84%44天前Stated as firm: the release is datelined "(AKRON, Ohio – August 10, 2026)" with no clock time, and the Form 8-K furnishing it (Item 2.02) shows "Accepted 2026-08-10 16:25:32" (ET) on SEC^[4][5] EDGAR, so the pin is timed to 4:25 p.m. ET (20:25 UTC), just before the "Monday, August 10, 2026 at 5 p.m. ET" call.
Revenue rose 130% to $319.7 million, $100.7 million of it from the Base Electron data-centre power project, and B&W swung to a $14.3 million net profit. It raised the top of its 2026 adjusted EBITDA target range to $105 million.
0.62
基础设施2026/09/23@TechDesk
英伟达推出 DSX Ready，认证 AI 工厂供电与散热产品
NVIDIA…NVIDIA Endeavor, 2788 San Tomas Expressway, Santa Clara, California 95051, United States
开始于 2026/09/21 18:00已确认可信度 83%前天英伟达博客文章发布于 2026-09-21T18:00:07Z，文中称“NVIDIA^[1][2][5] is introducing NVIDIA DSX Ready”；ServeTheHome^[3] 称：“DSX Ready 计划自今日起上线。”
这是一项面向符合英伟达 DSX AI 工厂参考设计的合作伙伴产品的认证计划，首批涵盖 Hitachi Energy、LG Energy Solution 和 Tesla 的电池储能系统，以及 LG Electronics、LiquidStack 和 Vertiv 的冷却液分配单元。
0.62

Stated as done, per B&W's release "(AKRON, Ohio – September 10, 2025)": "announced today the signing of a strategic partnership agreement with Denham Capital's^[4] Sustainable Infrastructure arm"; the Business Wire copy on Yahoo Finance is timestamped 2025-09-10T10:30:00Z (6:30 a.m. ET).

开始: 2025年9月10日可信度 90%来自来源

B&W and Denham Capital Partner to Repower Coal Plants for Data Centers

Babcock & Wilcox and Denham Capital's Sustainable Infrastructure arm will jointly convert existing coal-fired plants, largely to natural gas, to power data centres in the US and Europe. B&W supplies the engineering and technology; Denham leads development and financing. No plant is named yet, so the pin sits at B&W's Akron headquarters.

Babcock & Wilcox signed a strategic partnership agreement with Denham Capital's Sustainable Infrastructure arm, announced on 10 September 2025, to jointly pursue power generation for data centres in the US and Europe^[1][4].
The work covers coal power generation or natural gas conversion projects plus back-end environmental technology, with substantial investments to convert coal-fired plants to natural gas as a bridge until renewables can keep pace with demand^[1][3].
B&W supplies the engineering and technology scope; Denham leads development, financing and market expertise^[1].
The companies cite US data centres expected to consume 65 GW between 2025 and 2028, about 45 GW more than existing capacity, and a five-year median interconnection timeline with 2,200 GW of projects in queues, which makes existing interconnected plants valuable^[1].
Denham brings 10 GW of experience developing, building or operating power generation and said it would shortly announce a dedicated portfolio company to deliver these projects^[3][4].
Power Engineering set the deal against more than 1,900 US data centre projects in development as of early March (per Industrial Info Resources), representing over $800 billion of investment^[2].

@EnergyDesk

参考资料 4可信度 89%

第一项始终是图钉的来源。总体可信度是各份资料对上方所用开始和结束时间支持程度的加权平均；资料每比最新的一份旧 180 天，权重减半。

[1]90%
babcock.com/home/about/corporate/news/babcock-and-wilcox-and-denham-capital-announce-strategic-partnership-to-convert-existing-coal-plants-to-power-data-centers-in-the-us-and-europe
babcock.com· 发布于 2026年9月23日· 开始 2025年9月10日 ✓· 占评分 59%
Stated as done, per B&W's release "(AKRON, Ohio – September 10, 2025)": "announced today the signing of a strategic partnership agreement with Denham Capital's^[4] Sustainable Infrastructure arm"; the Business Wire copy on Yahoo Finance is timestamped 2025-09-10T10:30:00Z (6:30 a.m. ET).
[2]85%
Babcock & Wilcox signs agreement to convert existing coal plants to power data centers (Power Engineering)
power-eng.com· 发表于 2025年9月19日· 占评分 14%
Power Engineering trade coverage of the partnership (coal-to-natural-gas conversions for data centres in the US and Europe, Denham's 10 GW of experience) with market context.^[1]
[3]90%
Babcock & Wilcox, Denham Capital Announce Partnership to Convert Existing Coal Plants to Power Data Centers (American Public Power Association)
publicpower.org· 发表于 2025年9月11日· 占评分 14%
APPA's Public Power Current reports that B&W "on Sept. 10 announced the signing of a strategic partnership agreement" with Denham, the coal-to-gas scope and Denham's plan for a dedicated portfolio company.
[4]90%
Babcock & Wilcox and Denham Capital Announce Strategic Partnership (Denham Capital)
denhamcapital.com· 发表于 2025年9月10日· 占评分 14%
The partner's own publication of the joint announcement, datelined Akron, 10 September 2025, confirming the parties, roles and scope.^[1]

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1B&W and Denham Capital Partner to Repower Coal Plants for Data Centers开始时为 US$2.63

能源2026/09/23@EnergyDesk
Babcock & Wilcox Signs 1 GW Data Center Power Deal With Applied Digital
Babcock & Wilcox…Center, Oliver County, North Dakota, United States
开始于 2025/11/04 22:28已确认可信度 89%323天前Stated 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
0.71
能源2026/09/23@EnergyDesk
B&W Joins TerraSpark's 1.6 GW Coal Plant Project in West Virginia
Babcock & Wilcox…Grant County, West Virginia, United States
开始于 2026/06/08 10:30已确认可信度 84%107天前Stated as done, per B&W's release "(AKRON, Ohio – June 8, 2026)": "today announced it is collaborating with TerraSpark^[5] in support of its planned energy generation project in West Virginia"; the Business Wire copy on Yahoo Finance is timestamped 2026-06-08T10:30:00Z (6:30 a.m. ET).
Babcock & Wilcox is collaborating with TerraSpark on the TerraSpark Energy Campus near the Mount Storm power complex in Grant County, West Virginia, with an expected scope of four 400 MW supercritical boilers, full emissions controls and construction. The campus pairs a 1.6 GW coal plant with Mantel's carbon capture.
0.69
能源2026/09/23@EnergyDesk
B&W Gets Go-Ahead to Supply SolveBright Carbon Capture to a US Power Plant
1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United StatesBabcock & Wilcox…
开始于 2025/12/08 11:30已确认可信度 82%289天前Stated as done, per B&W's release "(AKRON, Ohio – December 8, 2025)": "announced today that it has received limited notice to proceed"; the Business Wire copy on Yahoo Finance is timestamped 2025-12-08T11:30:00Z (6:30 a.m. ET).^[1]
Babcock & Wilcox received a limited notice to proceed on engineering and long-lead purchasing for a SolveBright CO2-capture system at an unnamed existing US power plant, sized to capture more than 550,000 tons a year. The full contract, expected by March 2026, is worth an estimated $80 million; the plant is not named, so the pin sits at B&W's Akron headquarters.
$80M
0.69
能源2026/09/23@EnergyDesk
Babcock & Wilcox Closes $230 Million Stock Offering
1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United StatesBabcock & Wilcox…
开始于 2026/05/18已确认可信度 87%128天前Stated as done in the release datelined "AKRON, Ohio – May 18, 2026", which "announced today the closing of its previously announced underwritten public offering"; the 8-K says "The Offering was consummated on May 18, 2026."^[1]
B&W sold 12.4 million new shares at $18.50 each, raising about $230 million with the underwriters' extra shares, and Applied Digital bought about 540,500 of them. The money is meant to expand steam turbine and boiler production for AI data centre power plants.
0.67
能源2026/09/23@EnergyDesk
Base Electron's 1.2 GW Gas Plant for Applied Digital Goes Online
Babcock & Wilcox…Center, Oliver County, North Dakota, United States
开始于 2030/12/31已延期延期2年可信度 76%4.3年后A target year, per bismarcktribune.com^[1]: Base Electron's Tyler Hammond said that if the permit is approved "construction would commence in the second quarter of 2027 and the plant would be operational in 2030"; a year alone is dated to its last day.
The 1,200 MW gas-fired plant Babcock & Wilcox is building for Base Electron near Center, North Dakota, to power Applied Digital's AI data centres is now due to run in 2030, after B&W first promised power by the end of 2028.
0.67
能源2026/09/23@EnergyDesk
Babcock & Wilcox Gets Go-Ahead on $2.4B Base Electron Power Plant
Babcock & Wilcox…Center, Oliver County, North Dakota, United States
开始于 2026/03/04 11:30已确认可信度 87%203天前Stated as done, per babcock.com^[1]: "(AKRON, Ohio - March 4, 2026) - Babcock & Wilcox ... announced today that it has received full notice to proceed on a $2.4 billion design-build agreement"; the Business Wire copy on Yahoo Finance is timestamped 11:30 UTC.
Babcock & Wilcox received full notice to proceed on a $2.4 billion design-build contract with Base Electron, an Applied Digital-backed power producer, for 1.2 GW of gas-fired boiler and steam turbine capacity to supply Applied Digital AI Factory campuses.
$2.4B
0.67
能源2026/09/23@EnergyDesk
Babcock & Wilcox Picks Siemens Energy Turbines for Applied Digital Plant
Babcock & Wilcox…Center, Oliver County, North Dakota, United States
开始于 2026/01/08 11:11已确认可信度 85%258天前Stated as done, per babcock.com^[1][6]: "(AKRON, Ohio - January 8, 2026) - Babcock & Wilcox ... announced today that it has selected Siemens Energy"; the Business Wire copy on Yahoo^[2][5] Finance is timestamped 11:11 UTC.
Babcock & Wilcox chose Siemens Energy to supply the steam turbine generator sets for its one-gigawatt Applied Digital power project, under a limited notice to proceed it said would let it deliver power by the end of 2028.
0.66
能源2026/09/23@EnergyDesk
B&W Starts Work on $130 Million Air Quality Project at a US Coal Plant
Babcock & Wilcox…1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United States
开始于 2026/09/10 10:30已确认可信度 80%13天前Stated as done, per B&W's release "(AKRON, Ohio – September 10, 2026)": "announced today that it has received a limited notice to proceed (LNTP)"; StockTitan's copy of the Business Wire release is stamped 06:30 AM ET and MT Newswires reported it at 07:04 AM EDT.^[1]
Babcock & Wilcox received a limited notice to proceed on an approximately $130 million air quality control project for an unnamed US coal-fired power plant, starting engineering and long-lead purchasing, with its construction arm expected to install it. The plant is not named, so the pin sits at B&W's Akron headquarters.
$130M
0.66
能源2026/09/23@EnergyDesk
Babcock & Wilcox Orders 20 Siemens Steam Turbines for Data Center Power
Babcock & Wilcox…1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United States
开始于 2026/08/11 10:30已确认可信度 86%43天前Stated as done, per babcock.com^[1][4]: "(AKRON, Ohio - August 11, 2026) - Babcock & Wilcox ... announced today that it has signed an agreement with Siemens Energy to commence work on 20 ... steam turbine generator sets"; the Business Wire copy on Yahoo^[2] Finance is timestamped 10:30 UTC.
Babcock & Wilcox signed for Siemens Energy to start work on 20 steam turbine generator sets of 50 MW each, 1 GW in all, for its FastPower data-centre program, on top of the turbines already ordered for the Applied Digital project.
0.66
能源2026/09/23@EnergyDesk
B&W Wins Engineering Study for Alberta Air-Storage and Hydrogen Hub
Babcock & Wilcox…Marguerite Lake 826S substation, Municipal District of Bonnyville, Alberta, Canada
开始于 2025/10/28已确认可信度 85%330天前Stated as done, per B&W's release "(AKRON, Ohio – October 28, 2025)": "announced today that it has been awarded a contract by Cache Power Corp. (Cache Power) to execute an engineering study"; no time of day was found.^[1]
Cache Power hired Babcock & Wilcox to engineer its BrightLoop hydrogen technology, up to 60 tonnes a day with the CO2 captured, into the 640 MW Marguerite Lake compressed-air energy storage plant near La Corey, Alberta. An Alberta Innovates grant pays for part of the study.
C$4.3M
0.64
能源2026/09/23@EnergyDesk
Babcock & Wilcox Reports Q2 2026 Results and Raises EBITDA Target
1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United StatesBabcock & Wilcox…
开始于 2026/08/10 20:25已确认可信度 84%44天前Stated as firm: the release is datelined "(AKRON, Ohio – August 10, 2026)" with no clock time, and the Form 8-K furnishing it (Item 2.02) shows "Accepted 2026-08-10 16:25:32" (ET) on SEC^[4][5] EDGAR, so the pin is timed to 4:25 p.m. ET (20:25 UTC), just before the "Monday, August 10, 2026 at 5 p.m. ET" call.
Revenue rose 130% to $319.7 million, $100.7 million of it from the Base Electron data-centre power project, and B&W swung to a $14.3 million net profit. It raised the top of its 2026 adjusted EBITDA target range to $105 million.
0.62
基础设施2026/09/23@TechDesk
英伟达推出 DSX Ready，认证 AI 工厂供电与散热产品
NVIDIA…NVIDIA Endeavor, 2788 San Tomas Expressway, Santa Clara, California 95051, United States
开始于 2026/09/21 18:00已确认可信度 83%前天英伟达博客文章发布于 2026-09-21T18:00:07Z，文中称“NVIDIA^[1][2][5] is introducing NVIDIA DSX Ready”；ServeTheHome^[3] 称：“DSX Ready 计划自今日起上线。”
这是一项面向符合英伟达 DSX AI 工厂参考设计的合作伙伴产品的认证计划，首批涵盖 Hitachi Energy、LG Energy Solution 和 Tesla 的电池储能系统，以及 LG Electronics、LiquidStack 和 Vertiv 的冷却液分配单元。
0.62

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参考资料 4可信度 89%

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