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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 Poised to Invest $4.93 Billion in Transmission System Expansion for Wind Power

LCG, July 18, 2008--The Public Utility Commission (PUC) of Texas yesterday chose an electric transmission system expansion scenario that will enable the development of 18,456 MW of wind farms located in remote areas in West Texas and the Texas Panhandle. The PUC was directed by Senate Bill 20 to create a transmission plan that will increase transmission capacity to allow new wind power from remote areas to flow to load centers in Texas.

The Electric Reliability Council of Texas (ERCOT) on April 2 filed five alternative electric transmission expansion plans with the PUC, ranging from 12,053 MW to 24,419 MW of assumed new wind generation installed in the most productive wind zones in Texas. The estimated cost for the selected scenario is $4.93 billion, and the new transmission facilities are planned to be installed within four to five years.

Proponents of the expansion expect reduced emissions from power plants consuming fossil fuels and additional jobs in many areas. Opponents stated that the capital costs - which approach $5 billion - should be borne by the power generation developers that will benefit from the expansion, rather than borne just by consumers.
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