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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

Tri-State and First Solar Announce 30-MW Solar Project in New Mexico

LCG, March 25, 2009--Tri-State Generation and Transmission Association (Tri-State) announced yesterday that it executed an agreement with First Solar, Inc. to develop a 30-MW solar photovoltaic (PV) electric generating facility in northeastern New Mexico. Tri-State contracted to purchase the power generated from the facility over a 25-year term.

Construction of the Cimarron I Solar Project is scheduled to begin by April 2010, with the initial phase delivering power by August and full operations achieved by year-end.

The Cimarron I Solar Project will be built on a 250-acre site in Colfax County. The project will include approximately 500,000 PV modules, with each module measuring 2 feet by 4 feet. The PV modules will employ First Solar's patented, thin film semiconductor technology.

First Solar will act as the engineering, procurement and construction (EPC) contractor and expects to monitor and maintain the facility over time. First Solar also expects that it will transfer all or substantially all of its equity interest in the project once construction is complete.

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