Fermi America, in partnership with the Texas Tech University System, has signed two letters of intent with Siemens Energy to secure 1.1 gigawatts of gas-fired generation equipment and collaborate on advanced nuclear steam turbine technology, marking a major step in the company’s plan to develop an 11 GW energy campus tailored to artificial intelligence (AI) demand.
The agreements, signed in New York, call for Siemens Energy to deliver three F-class SGT6-5000F gas turbines—capable of producing up to 1.1 GW in combined cycle mode—for delivery in 2026. These machines are designed for round-the-clock, base-load power, and add to Fermi’s total of 2 GW of secured or contracted natural gas generation capacity for its site.
The second agreement expands collaboration on Siemens’ nuclear steam turbines, generators, and control systems. These would be integrated into Fermi’s nuclear portfolio, which is expected to include four Westinghouse AP1000 reactors. Siemens Energy has previously modernized turbine systems at several U.S. nuclear plants, underscoring its role in supporting new nuclear deployment.
Fermi America’s 11 GW campus is being positioned as a flagship energy hub to meet surging demand from AI and high-performance computing. The company is pairing quickly deployable natural gas plants with long-term nuclear generation, aiming to provide highly reliable, always-on power without burdening the broader U.S. grid.
The project is being promoted as central to the Trump administration’s energy dominance agenda, which prioritizes expanding domestic natural gas generation, accelerating nuclear licensing, and securing strategic energy infrastructure for the AI economy.
“Winning the AI arms race doesn’t just take software developers. It takes more electricity,” said Doug Burgum, chairman of the National Energy Dominance Council. Former U.S. Secretary of Energy and Fermi co-founder Rick Perry added that the federal government is working closely with private-sector partners to ensure the U.S. leads in both AI and energy capacity.
Fermi America CEO Toby Neugebauer said the company is delivering on President Trump’s directive to build “highly reliable, unshakable base load energy” through its gas-nuclear buildout.
The Siemens Energy agreements reinforce a broader push to revive the U.S. nuclear industrial base, expand natural gas capacity, and ensure energy reliability for the data-driven economy. If completed, the 11 GW campus would be one of the largest integrated gas and nuclear power projects in the U.S.
By Charles Kennedy for Oilprice.com
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