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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

California Approves 1,060 Megawatt Duke Project

LCG, Oct. 26, 2000--After 14 months of deliberations the California Energy Commission has approved a plan by Duke Energy Corp. to replace five idle units at an existing power plant with two natural gas-fired combined-cycle units producing 1,060 megawatts of electricity.

You can imagine the amount of thinking that goes into approving a power plant where one did not previously exist.

Duke will tear down five units at the Moss Landing facility it purchased from Pacific Gas & Electricity Co. and replace them with the two new units. The old units, taken out of service five years ago, produced 613 megawatts. Two other units at the plant, which remain in service, have a combined capacity of 1,530 megawatts.

When the $500 million project is complete in the spring of 2002, Moss Landing will have a capacity of about 2,590 megawatts.

Duke had to pay for the approval. The company will contribute $7 million to support steps that mitigate the impacts of the power plant's operations on the area's marine biology. The decision also requires the company to pay $425,000 to the Monterey Bay Sanctuary Foundation to fund the Coastal Waters Evaluation Program.

Since the California electric industry restructuring law was enacted in the late summer of 1996, about 15,000 megawatts of new power projects have been announced for the state, which this past summer experienced 31 days of electric power shortages.

So far, the Energy Commission has approved six of the projects, including Moss Landing, having a total capacity of about 4,700 megawatts. Of that, around 2,000 megawatts is expected to enter commercial operation next summer.

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