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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

Regional Cooperation Growing for Western Grid Improvements

LCG, March 10, 2006--Arizona Public Service Company (APS), National Grid USA and the Wyoming Infrastructure Authority (WIA) earlier this week executed a Memorandum of Understanding (MOU) to work together towards the planning and development of new electric transmission lines designed to carry more electric supplies from Wyoming to the growing load centers in Arizona and elswhere in the west.

The new MOU is associated with two previously announced projects: the TransWest Express Project proposed by APS in October 2005, and the Wyoming-West Transmission Study that was announced late last year by the WIA and National Grid. Both projects are focused on greater utilization of Wyoming's ample coal and wind potential to generate low-cost electricity for cities throughout the west. The MOU is designed to better coordinate the planning efforts of the three parties in order to more effectively develop regional transmission expansion plans in a timely manner.
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