Kodiak, Baker Hughes form strategic agreement

A Baker Hughes NovaLt16 turbine. Kodiak and Baker Hughes announced a strategic agreement to produce for up to 1.8 GW of power generation. (Image: Baker Hughes)

Kodiak Gas Services and Baker Hughes have entered into a multi-year strategic agreement to deploy gas turbine-based power generation systems supporting the rapid expansion of data centers and other energy infrastructure projects in the United States.

The agreement is anchored by an initial equipment award expected to support approximately 1 GW of power generation capacity by 2030, with a framework that could expand to 1.8 GW over time as demand grows.

For Kodiak, the agreement marks another step in the company’s expansion beyond contract compression into distributed power and energy infrastructure services. The company has increasingly targeted behind-the-meter power generation opportunities as electricity demand rises and grid constraints challenge the development of new industrial and digital infrastructure.

The initial order includes Baker Hughes’ NovaLT16 and Frame 5 gas turbines, along with BRUSH power generation generators. The equipment is intended for behind-the-meter installations in key U.S. markets, providing customers with reliable, rapidly deployable power independent of the electric grid.

Kodiak President and CEO Mickey McKee said access to Baker Hughes’ technology, training and support will strengthen the company’s ability to deliver dependable power solutions while supporting its long-term strategy of expanding its energy infrastructure capabilities.

Baker Hughes Chairman and CEO Lorenzo Simonelli said the agreement reflects growing demand for flexible power generation as data center development accelerates. He said the company’s gas turbine and generator technologies will help customers bring new generating capacity online more quickly to support digital infrastructure growth.

Beyond the initial equipment supply, the agreement establishes a framework for closer technical and commercial collaboration between the companies. The arrangement includes commitments related to technical training, spare parts support and a mutual intent to develop a long-term service agreement covering the installed equipment.

The agreement also underscores Kodiak’s evolution from a contract compression provider into a broader energy infrastructure company serving oil and gas producers, midstream operators and digital infrastructure customers.