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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

Texas Nuke Might Restart in Late Summer

LCG, Apr. 25, 2003--Texas Genco Holdings, majority-owned by CenterPoint Energy, indicated Thursday that repairs at Bay City nuclear generating unit 1 could take until late summer to complete, leaving CenterPoint Energy to supply at least 385 megawatts it owns out of the total unit capacity of 1,250 megawatts from other sources.

The Bay City unit was shut down following the discovery of a small amount of boric acid at the bottom of the reactor vessel. An inspection team found the acid, which could mean that a leak of coolant fluid from the reactor might have been able to take place.

"So the loss of 1,250 megawatt-hours for a few months is not going to have much impact overall," said Kent Saathoff, the director of system operations for the Electric Reliability Council of Texas, which manages the Texas electric grid. The anticipated August peak is 57,000 megawatts, while generating capacity in the state is 77,000 megawatts. The other unit at the Bay City plant remains operational.

David Tees, the chief executive of Texas Genco, said "We have developed a preliminary schedule for the inspection, repair and return of this unit based on various scenarios, even though there are a myriad of unknowns." CenterPoint has access to 750 megawatts of reserve capacity that is kept for such unforeseen occurrences.
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