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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

East Coast Weather Brings Record Energy Demand

LCG, January 28, 2003-Mid-Atlantic states have been experiencing nearly two weeks of cold weather, increasing demand for electricity to record levels.

PJM Interconnection, responsible for transmission for much of the mid-Atlantic region, has said that demand on Thursday of last week peaked at 55,031 megawatts, over 4,000 megawatts higher than the previous record demand of 50,864 megawatts, which was recorded two days prior.

The daytime high temperature on that Thursday, January 23, was 17 degrees Fahrenheit (or minus 8 Celsius). Before this year's demand record, the winter record in for PJM Interconnection was 50,129 megawatts, made January 27 of 2000.

PJM's all-time demand record is 63,777 megawatts, recorded August 14, 2002. Generally electricity demand is highest during the summer.

PJM serves 25 million people in Mid-Atlantic States and is connected to 71,600 megawatts of capacity.

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