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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

Calpine Hopes to Build 500 Megawatt Wisconsin Plant

LCG, Oct. 4, 2000Calpine Corp. said yesterday that it would build a 500 megawatt merchant power plant near an industrial park on the edge of Fond du Lac, Wisc., a city at the south end of Lake Winnebago.

Last week, Calpine withdrew plans to build a 765 megawatt plant in Edgerton, Wisc., after townspeople invoked "not in my back yard" opposition to the facility.

The company is taking a more cautious approach in Fond du Lac and has already won over the town's city manager, Stephen Nenonen, who noted "Since we have very limited transmission capacity in or out of Wisconsin, most of the electricity would probably be sold in the state."

Calpine will hold a public meeting next week to present the plan, hear public comments and, it hopes, assure the community that the facility will be beneficial to it.

Steve Hiniker, executive director of the watchdog group Citizens' Utility Board in Wisconsin, said "I hope that they have learned their lesson from Edgerton. We need new power, but they need to work with the community in advance to select a site. If they don't do that, they have to be prepared for people to question their plants and possibly oppose them."

The plant would require approval by the state Department of Natural Resources and siting review by the Wisconsin Public Service Commission.

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