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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

ERCOT Board Endorses ETT's 345-kV Transmission Project

LCG, September 23, 2011--The Electric Reliability Council of Texas (ERCOT) Board of Directors Tuesday endorsed a 345-kV electric transmission project from the Laredo area into the Lower Rio Grande Valley. The project proposal is from Electric Transmission Texas LLC (ETT), a joint venture between subsidiaries of American Electric Power and MidAmerican Energy Holdings Company.

The Board characterized the $300 million project as "critical to reliability." Last February, Texas experienced rolling blackouts during an extremely cold period, when electric loads were high and a number of generators experienced difficulties in delivering power to the grid.

ETT's President stated, "The endorsement from the ERCOT board clearly establishes the need for this transmission project and paves the way for a Certificate of Convenience and Necessity (CCN) application from the Public Utility Commission of Texas (PUCT). Currently, there are only two 345-kV transmission lines serving the Valley. Both of the existing lines import power from the Corpus Christi area and run parallel to the Gulf Coast, which means both are vulnerable to hurricanes and other severe weather. The import capacity of these lines is limited, and the ability to schedule maintenance often can be a problem."

The 345-kV transmission project will extend approximately 163 miles and connect ETT?s Lobo Substation near Laredo with substations north of Edinburg. In addition, the Board supported the need for AEP Texas to reconductor two existing 345-kv lines and to upgrade substation facilities. These improvements are estimated to increase the project cost by $225 million. Given timely environmental and regulatory approvals, ETT anticipates that the project will be completed for 2016.
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