U.S. energy infrastructure company Kodiak Gas Services and energy technology company Baker Hughes have signed a multi-year strategic agreement for power generation equipment, including behind-the-meter power for data centers, it is reported.
The agreement is anchored by an initial equipment award that will enable approximately 1 gigawatt (GW) of generation capacity to be delivered by 2030, with the broader framework providing a pathway for up to 1.8 GW of power over time, it is reported. The initial major order includes Baker Hughes’ NovaLT16 gas turbines, Frame 5 gas turbines and BRUSH Power Generation generators, according to reports. Baker Hughes said its high-efficiency power generation technologies can support behind-the-meter projects in key U.S. markets where electricity demand and grid constraints are accelerating.
Kodiak’s President and CEO Mickey McKee said, “Our customers require dependable, efficient and rapidly deployable power solutions,” while Baker Hughes Chairman and CEO Lorenzo Simonelli said, “demand for power continues to accelerate, driven by the rapid expansion of digital infrastructure and data centers,” it is reported.
According to research firm Cleanview, 46 U.S. data center projects representing a combined 56 GW of planned behind-the-meter power capacity have been identified, accounting for roughly 30% of total planned U.S. data center capacity, it is reported. Ninety percent of these projects were reportedly announced in 2025, indicating that securing on-site “Bring Your Own Power” has become a mainstream data center development strategy. Implications for Korea’s Industry
The rapid growth of the U.S. data center behind-the-meter power market is cited as a business opportunity worth watching for Korea’s gas turbine and power equipment industry.
Attention is focused on which specific data center projects will receive the initial 1 GW of capacity by 2030, and on the pace at which the framework expands toward the 1.8 GW ceiling.