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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

ComEd Plans 50-Megawatt Load Adjustment Program

LCG, Apr. 7, 2003--A network of small control systems will enable ComEd to reduce power demand of up to 50 megawatts remotely, through EnergySaver technology to be provided by Electric City.

The Virtual "Negawatt" Power Plan® (VNPP), as it is called, will be implemented through 1500 separate installations at commercial, industrial and government facilities without requiring any of them to curtail operations. The demand adjustment will be realized through lighting. "We are pleased to see ComEd take a true leadership position regarding the application of advanced technology to provide an environmentally friendly approach to meeting peak loads," said John Mitola, CEO of Electric City.

The load reduction will be dispatchable, according to the needs and direction of ComEd. The customers taking part in the program will not have to pay for installation of the control technology, and will realize steady state savings on their energy costs. John Costello, senior vice president of Customer, Marketing and Energy Services for ComEd, said the agreement allows ComEd to "gain access to a curtailment system that gives us direct control and accurate measurement over curtailment in real-time. " Costello also noted that the VNPP "provides a long-term hedge against peak power supply and pricing."
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