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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

Calpine Gets Okay for 135 Megawatts Near San Jose

LCG, May 23, 2001Calpine Corp. yesterday received California approval for a new 135 megawatt peaking power plant the company intends to build just south of San Jose. The three-unit, gas-fueled facility will begin operation by next summer, the company said.

Following completion of the plant, to be located in the garlic capital of Gilroy, Calpine will add three more combustion turbines on the site, doubling the plants capacity to 270 megawatts. Calpine already owns a 131 megawatt cogeneration plant at Gilroy Foods.

For Gilroy, and neighboring Morgan Hill, the new plant will provide a customer for about a million gallons a day of treated wastewater from the communities' jointly-owned South County Wastewater Authority reclamation facility.

To Jay Baksa, city administrator of Gilroy, getting paid for the wastewater offers benefits of "enormous potential." Without the sale, the Authority would have to acquire land and build percolating ponds for the water. What they will get is income instead of expense.

Calpine, which typically makes "community benefit" investments in cities where it locates power plants, is in discussions with Gilroy officials about what the company can do to help out.

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