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Last month we told you about Akron-based Babcock & Wilcox (B&W) reserving a gigawatt's worth of steam turbines for gas-fired data centers (see Akron’s B&W Buys 1 GW of Turbines for Gas-Fired Data Centers). The idea is now getting wider attention. In the past week, both POWER Magazine and ZeroHedge ran stories saying AI developers who can't get a gas turbine for years are going old school: burn natural gas in a boiler, make steam, and let the steam spin a turbine. Is it a full-blown trend? Not yet. But it's catching on, and it's a setup that burns more gas per megawatt-hour than a modern power plant. We have no complaints about that.
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