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Does Babcock & Wilcox (BW) Siemens AI Power Deal Recast Its Role In Digital Infrastructure?
Earlier this month, Babcock & Wilcox Enterprises announced it had selected Siemens Energy to supply steam turbine generator sets for its one‑gigawatt power project backing Applied Digital’s AI factory, while also disclosing the planned May 2026 departure and consulting transition of long‑time General Counsel John Dziewisz and an upcoming Needham conference appearance.
The Siemens Energy collaboration anchors Babcock & Wilcox’s role in powering large‑scale AI infrastructure using a proven...