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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

Exelon Selects GE-Hitachi's ABWR for New Texas Nuclear Station

LCG, March 27, 2009--Exelon has selected the GE-Hitachi Nuclear Energy (GEH) Advanced Boiling Water Reactor (ABWR) for a new nuclear power plant proposed in Texas. Exelon's plans now call for installing two, 1,350-MW units at the new power station.

Exelon had originally selected the GEH Economic Simplified Boiling Water Reactor (ESBWR). On September 3, 2008, Exelon Nuclear Texas Holdings, LLC filed an application with the Nuclear Regulatory Commission (NRC) for a Construction and Operating License (COL) for two ESBWRs in Texas designated as Victoria County Station, Units 1 and 2. Exelon will need to update its COL application to reflect the new design.

The ESBWR is a more advanced design than the ABWR and employs passive safety features that rely upon natural forces, such as gravity, to reduce reliance on active, mechanical systems, like pumps and valves. However, the ESBWR has not been built, although applications have been submitted to the NRC by Dominion, Detroit Edison and Entergy.

The ABWR has design certification and five units are currently operating in Japan. The change to the ABWR is expected to result in a shorter approval process and greater likelihood of qualifying for federal loan guarantees.
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