
BorgWarner’s move into AI data center power systems ignites investor fervor
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Baker Hughes Raises Data‑Center Order Target to $3 Billion as AI Drives Power Needs
Baker Hughes has lifted its target for data-center related orders to $3 billion, citing sharply higher demand for power equipment from AI-driven compute growth. The move signals growing commercial opportunity for industrial power suppliers and raises questions about supply chain capacity and utility coordination as hyperscalers expand server farms.

Nebius boosts GPU and data‑center spending to lock in AI capacity
Nebius sharply increased quarterly capital spending to buy AI processors and expand its global data‑center footprint, pushing secured electrical capacity above 2 GW and raising its year‑end target to more than 3 GW. The build‑out — including a planned 240 MW, GPU‑dense campus in Béthune, France — widens near‑term losses but is aimed at underpinning a multibillion‑dollar annualized revenue run‑rate by the end of 2026.


