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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

NRC Cites Con Edison for Indian Point 2 Violations

LCG, Aug. 10, 2000--In a move that could indicate that Consolidated Edison Co. of New York is a long way from resolving its restart problems at the Indian Point 2 nuclear power plant, the Nuclear Regulatory Commission yesterday cited the utility for three violations related to the emergency preparedness program at the idle facility.

Immediately after Indian Point 2 was shut down February 15 with a leaky steam generator tube, the NRC sent in an "Augmented Inspection Team" to check the plant out. The team identified some emergency preparedness shortcomings at the plant so its inspection was followed up in May and June with a closer look.

The agency said a July 14 inspection report listed three potential "white" findings and offered the company an opportunity to attend a regulatory conference with the NRC staff or to respond to the report in writing. The Company declined to attend a conference, indicating it did not contest the characterization of the risk significance of these findings.

The NRC said its staff now has completed its assessment and has determined that the three findings were appropriately characterized as "white." These "white" findings, explained the agency, "involve failures to meet NRC emergency planning standards for: the timely augmentation by the emergency response organization, the timely accountability of onsite radiation emergency response workers and the factual and consistent dissemination of information to the media and a local official."

White isnt as good as green, but not as bad as yellow or red.

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