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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

AES Proposes 510 Megawatt Long Island Plant

LCG, Nov. 30, 2002--AES Corp. said yesterday that it is in negotiations with the Long Island Power Authority to build a 510 megawatt power plant to help ease possible electricity shortages facing more than a million customers in Nassau and Suffolk counties in New York.

"We've had some discussions with LIPA to build a power plant on Long Island. Those discussions are now becoming more serious," said Dan Rothaupt, an AES official.

The proposed plant would be built at either of two Suffolk County sites -- one in Smithtown or the other in Yaphank. "Sometimes there's a problem building a plant at one site. We're proposing two sites so we have a backup," said Rothaupt, who stressed "We're only looking to build one plant."

Last month, LIPA Chairman Richard Kessel said "Long Island cannot afford to go through another summer without adding a significant amount of new on-island generating capability."

In the past two years, more than 9,000 megawatts of new generation has been proposed for long island, but so far, only 44 megawatts of new capacity has been put into service.

In a filing with the New York Independent System Operator, AES proposed an in-service date of 2005 for the new plant.

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