The agreement is anchored by an initial equipment award that will enable approximately 1 gigawatt (GW) of reliable, scalable power generation capacity to be delivered by 2030, with the broader framework providing a pathway for up to 1.8 GW of power over time.

The initial major order includes NovaLT™16 gas turbines, Frame 5 gas turbines and BRUSH™ Power Generation generators, providing core technologies to deliver dependable power for growing data center and energy infrastructure demand.

Baker Hughes’ high-efficiency power generation technologies are expected to support behind-the-meter projects in key U.S. markets where accelerating electricity demand and grid constraints are increasing the need for flexible, rapidly deployable power infrastructure.

"We are excited to embark on our relationship with Baker Hughes through this strategic agreement," said Kodiak’s President and CEO Mickey McKee. "Our customers require dependable, efficient and rapidly deployable power solutions, and access to Baker Hughes' industry-leading technology, training and support enhances our ability to meet that demand at scale. This framework supports our long-term strategy of expanding Kodiak's energy infrastructure capabilities while delivering exceptional reliability and value to our customers."

"As demand for power continues to accelerate, driven by the rapid expansion of digital infrastructure and data centers, the ability to deliver reliable, efficient and scalable power solutions quickly is critical," said Baker Hughes Chairman and CEO Lorenzo Simonelli. "This agreement reflects the growing need for flexible power generation technologies; together, our gas turbines and generator technologies will help customers bring new capacity online faster to support the continued buildout of critical digital and energy infrastructure."

The multi-year rolling agreement provides flexibility to align capacity commitments with evolving data center demand and phased project development schedules. Through the agreement, Kodiak expects to leverage Baker Hughes' power generation portfolio to support both existing operations and future growth opportunities. The framework is designed to foster closer commercial and technical collaboration between the companies, streamline project execution and reduce lead times for critical power infrastructure deployments. It also sets forth the companies’ commitments to technical training, the provision of spare parts and a mutual interest in entering into a long-term services arrangement for the equipment.