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Meta Announces Up to 6.6 GW of Nuclear Projects to Power American AI

LCG, January 9, 2026--Meta today announced new, landmark agreements that will (i) extend and expand the operation of three existing nuclear power plants and (ii) drive the development of advanced nuclear technology. Meta's new agreements with Vistra, TerraPower, and Oklo follow Meta's request for proposals (RFP) issued last month. Meta expects these projects to deliver up to 6.6 GW of new and existing clean nuclear energy by 2035.

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Babcock & Wilcox Selects Siemens Energy to Supply Steam Turbine Generator Sets for Massive Applied Digital Data Center Power Project

LCG, January 8, 2026--Babcock & Wilcox (B&W) announced today that it has selected Siemens Energy to provide steam turbine generator sets for B&W’s groundbreaking project to install and deliver one GW of power for an Applied Digital AI Factory. B&W and Siemens have entered into an agreement for a limited notice to proceed to secure the turbine sets, which will enable B&W to deliver power for the project by the end of 2028. The estimated cost of the project is approximately $2 billion. The full contract release is expected in the first quarter of 2026.

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Industry News

Walmart and SunPower Announce Solar Power Agreement

LCG, October 25, 2018--Walmart announced Tuesday that it has reached an agreement with SunPower to install solar photovoltaic (PV) systems at 19 stores and two distribution centers in Illinois. The agreement supports Walmart's goal of supplying its global operations with 50 percent renewable energy by 2025.

Walmart's vice president of energy stated, "Solar is a vital component of Walmart's expanding renewable energy portfolio. Walmart plans to tirelessly pursue renewable energy projects that are right for our customers, our business and the environment. These planned projects with SunPower are moving us in the right direction toward our renewable energy goals."

As a result of the agreement, a mix of rooftop and ground-mount solar systems are expected to be installed and will together account for 23 MW of solar electric generation capacity. Construction is planned to commence in the first half of 2019.

Walmart is financing the solar projects through a power purchase agreement (PPA) arranged by SunPower. Walmart will own the renewable energy credits (RECs) associated with the installations.
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