Browsing Tag
Applied Digital
2 posts
Babcock & Wilcox secures 1GW of Siemens Energy turbines as $14bn AI power pipeline faces conversion test
Babcock & Wilcox has moved to secure another 1GW of Siemens Energy steam turbines for future data-center power projects after its Base Electron contract helped drive a 130% quarterly revenue surge. The strategy could create a speed-to-market advantage, but the next 1GW is being positioned against opportunities that remain outside contracted backlog.
CoreWeave’s meteoric rise: Is the Nvidia-backed AI cloud firm the most disruptive player of 2025?
CoreWeave (NASDAQ: CRWV), the Nvidia-backed AI cloud disruptor, is rapidly scaling with a $21.5B capex, Microsoft and OpenAI deals, and a 420% revenue surge in 2025.