Babcock & Wilcox Enterprises Watchlist

tz-plus logo Pivotal-Point Tracking Babcock & Wilcox Enterprises (BW): $12 Billion Project Pipeline Secures Energy Supply for AI Factories!

W. Zussner
Reading Time: 1 minute

Babcock & Wilcox is a global technology leader in energy generation and decarbonization. On March 17, the stock reached a 52-week high after the company presented excellent quarterly results and a massive order backlog. B&W directly benefits from the immense electricity demand of AI data centers. A milestone is the $2.4 billion contract for a 1.2-gigawatt project to supply the AI factories of Applied Digital. With a project pipeline that has grown to over $12 billion and a backlog that has increased by 470%, B&W is a highly profitable...

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