Baker Hughes disclosed a new Power Frame Agreement with Venture Global and GE Vernova to supply gas and steam turbines, controls and electrical systems for up to 16 behind the meter power islands supporting US LNG production and potential data center projects, with deliveries scheduled between 2028 and 2034. The framework points to Baker Hughes leaning further into long lead, infrastructure linked equipment and services that can extend revenue visibility across LNG and data center adjacent power demand. We will now explore how Baker Hughes' investment narrative could shift as this long dated power island agreement feeds into infrastructure exposure.
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