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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

NYSE&G to Sell Interest in Nine Mile 2 After All

LCG, Oct. 27, 2000--New York State Electric & Gas Co. has changed its mind again about selling its 18 percent interest in the 1,140 megawatt Nine Mile Point 2 nuclear power plant near Oswego, N.Y.

The utility, a subsidiary of Energy East Corp., told the Federal Energy Regulatory Commission in a filing two days ago that it had decided to join with Niagara Mohawk Power Corp., the plant's operator and majority owner with a 41 percent interest, in an auction of their interests in Nine Mile Point 2.

Niagara Mohawk is sole owner of the 615 megawatt Nine Mile Point 1 plant at the same site. The Fitzpatrick nuclear plant belonging to the New York Power Authority is also located on the property.

Earlier this year, NYSE&G said it would sell its interest as part of an auction arranged by Niagara Mohawk. Then, on September 29, the company issued a statement saying that maybe this was not the best time to be selling nuclear power plants. Now, apparently, the plan is on again.

Niagara Mohawk agreed last month to be acquired by National Grid Plc of the United Kingdom in a deal expected to close late next year.

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