AI Data Centers Adopt Industrial Boilers and Steam Turbines as Power Solutions

Artificial intelligence data centers are rapidly expanding in the U.S., with over 12,000 active projects representing significant power generation capacity. A lack of available grid power is a major obstacle for developers, prompting some to turn to industrial boilers and steam turbines as faster alternatives while waiting for gas turbine deliveries that may not arrive until 2032. Applied Digital, an AI data center operator, has ordered 1.2 GW of steam turbines powered by gas-fired industrial boilers in North Dakota under a $2.4 billion agreement with Base Electron. These systems are seen as more immediately available and scalable solutions for the high energy demands of AI operations. The company plans to later convert these facilities into combined cycle plants once gas turbines become available. Packaged boiler technology is being prioritized due to its faster delivery times compared to traditional on-site construction methods, enabling quicker deployment in support of data center expansion.

By Drew Robb Thu, September 10, 2026 at 3:56 PM GMT+3 7 min read · Yahoo Finance ·

AI Data Centers Adopt Industrial Boilers and Steam Turbines as Power Solutions

Tickers: $APLD

Topics: AI Data Centers Gas Turbines Industrial Boilers Infrastructure Development Steam Turbines

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