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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

KU & LG&E Moving Forward on New Combined Cycle Plant at Cane Run

LCG, August 21, 2012--Louisville Gas & Electric (LG&E) and Kentucky Utilities (KU) recently awarded PCL Industrial Construction (PCL) and Black & Veatch a $583 million contract to design and build a new natural gas-fueled power plant at the Cane Run Station, located in southwestern Louisville.

LG&E and KU announced plans for the combined cycle plant last September. The project is intended to offset in part the retirement of coal units at Cane Run, Green River and Tyrone Stations caused by new federal regulations imposed by the Environmental Protection Agency (EPA). The coal-fired units are scheduled to be retired by 2016.

The companies requested in a Certificate of Public Convenience and Necessity (CPCN) filed last September with the Kentucky Public Service Commission approval to build a 640-MW, natural gas-fired combined cycle generating unit at Cane Run Station.

The new Cane Run facility will incorporate Siemens advanced technology gas turbines and will provide approximately 660 MW of electric generating capacity.

Commercial operation of the Cane Run Station began in 1954. Three of its six coal-fired units are now retired; the remaining Units 4, 5 and 6 provide a combined net generating capacity of 563 MW.


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