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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

SCANA and Santee Cooper Formalize Plans for New Nuclear Reactor

LCG, December 16, 2005--SCANA Corporation and Santee Cooper filed a letter of intent with the Nuclear Regulatory Commission (NRC) to seek a permit to build a nuclear reactor.

SCANA, the parent company of South Carolina Electric and Gas Co., and state-owned Santee Cooper had previously announced in August that they were considering extending an existing nuclear generation joint ownership agreement so that they can study construction of a new nuclear generation facility. The two companies currently co-own the V.C. Summer Nuclear Station near Jenkinsville, South Carolina.

A final site for the new reactor was not identified in the filing with the NRC. Sites under consideration include the V.C. Summer Nuclear Station and the Savannah River Site near Aiken.

The letter of intent adds momentum to the efforts to develop and build new nuclear reactors in the Southeast. Over 15,000 MW are proposed to commence operations starting in the 2015 to 2017 time-frame. Companies actively pursuing the development of new reactors in the Southeast include: Progress Energy, which plans to seek licenses to build up to four nuclear reactors at two locations; Duke Power, which announced that it is preparing a combined construction and operating license (COL) application to construct two nuclear reactors; and Southern Nuclear Operating Company, which has selected its Vogtle Nuclear Station in Georgia for consideration as a site for new nuclear reactors.

In September, the NuStart Energy Development, LLC, a consortium founded in 2004 to support the development of new nuclear power, announced that its two finalist sites for the development of new nuclear reactors are Grand Gulf Nuclear Station (owned by Entergy Nuclear) in Port Gibson, Mississippi and Bellefonte Nuclear Plant (owned by the Tennessee Valley Authority) near Scottsboro, Alabama.

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