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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

EdF Eyes UK's Seeboard

LCG, Nov. 20, 2001--Electricit de France, fresh from its successful acquisition of a British electric distribution company and a large English power plant from TXU Europe, is said to be interested in purchasing Seeboard, the south-east of England regional electricity company.

EdF already owns London Electricity and the retail business of Sweb, England's southwestern regional electric company. Yesterday the French state-run monopoly announced the purchase of Eastern Energy, Britain's largest electric distribution company, from TXU.

American Electric Power Co. of the U.S. is expected to put Seeboard on the market next year, and Bruno Lescoeur, chief executive of London Electricity, says EdF is interested. "We would definitely be interested in Seeboard if it becomes available," he said.

EdF is Europe's largest electric company and is getting bigger. The acquisition of Seeboard, with London Electricity, Sweb and Eastern Energy already in hand, it would control most of the English power market south of the industrial midlands.

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