Baker Hughes (BKR) Corporate presentation summary

Power market trends and demand drivers

• Global power demand is projected to double by 2040, with electrification, EV adoption, and data centers as key growth drivers; gas remains a critical component in the energy mix.

• Data center expansion is reshaping power markets, with $1.6 trillion in AI infrastructure spend and 80% growth in gas-fired power solutions expected between 2025 and 2030.

Power systems solutions and market opportunity

• Power systems address power generation, grid stability, and energy management, representing a $100B+ annual market opportunity by 2030.

• The portfolio supports diverse sectors including data centers, geothermal, industrial, grid, LNG, and oilfield, with innovative solutions for efficiency, reliability, and sustainability.

• 2025 order highlights include $3.2B in power systems, $1B in data center power generation, and ~3GW in oil & gas power generation.

Technology and product portfolio

• Over 50 years of turbomachinery innovation, leveraging Nuovo Pignone and GE technology, with a broad installed base of gas and steam turbines, expanders, compressors, and generators.

• Solutions include simple/combined cycle, cogeneration, steam turbine, oxy combustion, geothermal, grid stability, and energy management systems.

• Hydrogen-ready turbines, long-duration energy storage, and industrial heat pump platforms are under development to support decarbonization.