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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

Funds Lacking for Power Plant Fuel

LCG, Sept. 6, 2000Tanzania faces an electric power shortage because government institutions haven't paid their electric bills to another government institution, the state-owned Tanzania Electric Supply Co., a senior government official said in Dar es Salaam yesterday.

The official, who insisted on anonymity, said Tanzania Electric needs 20 billion Tanzanian shillings ($25 million U.S.) to purchase fuel for its natural gas-fired power plants over the next four months. The utility hasn't the funds to purchase the gas, he said, because it "is experiencing financial problems."

The financial problems are largely attributable to the Tanzanian government itself. Government institutions are 33 billion shillings ($41.3 million) behind in their electric bills. The official said the government has taken steps to correct that situation.

Tanzania relies on its thermal power plants for about a quarter of its electricity, with hydroelectric facilities providing the rest. But a long-term drought has caused the level of impoundments behind dams to fall and has curtailed the production of hydroelectric power.

Tanzania Electric, which produces about 95 percent of the country's electricity and is also responsible for transmission, distribution and sale, will likely have to institute power rationing without a flood of either money or water.

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