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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

Construction Commences on Enel’s Aurora Wind Farm in North Dakota

LCG, November 27, 2019--Enel Green Power North America, Inc. (“EGPNA”), the US renewable energy company of the Enel Group, has started construction of the 299-MW Aurora Wind Farm in North Dakota. The project is expected to be fully operational by the end of 2020. The estimated investment in the project is approximately $450 million dollars.

Power purchase agreements (PPA’s) for the sale of power generated include a 23-year PPA between EGPNA and Basin Electric Power Cooperative for 142 MW of capacity, along with a 12-year virtual PPA with Gap Inc. for 90 MW of capacity. The electricity purchased by Gap Inc. is estimated to power over 1,500 of its retail stores, equivalent to around 50 percent of the electricity needs of the more than 3,300 stores operated by Gap Inc. worldwide.

The Aurora project is located approximately five miles northwest of Tioga in Williams and Mountrail counties and is Enel Green Power’s second project in the state.
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