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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

AES May be Sued for Running Plant Too Much

LCG, Nov. 29, 2000--In a filing with the U.S. Securities and Exchange Commission, independent power producer AES Corp. said it may face a lawsuit by a California state agency for excessive emissions of oxides of nitrogen.

In its filing, AES said the state's South Coast Air Quality Management District has "threatened to bring a lawsuit" against the company in state court, charging AES with operating its Alamitos, Calif., power plant more than it should.

The District may "seek substantial civil penalties," the filing said.

Alamitos is a 2,097 megawatt natural gas-fired power plant located in Long Beach. AES purchased the plant from Southern California Edison Co. when the utility divested itself of its California non-nuclear generating assets in compliance with provisions of the state's electric restructuring program.

AES said it ran Alamitos more than the plant would have ordinarily been operated because of urgent requests from the California Independent System Operator when state power reserves were less than 2 percent on many occasions during this past summer. The extra operation cause the plant to exceed its allowable annual amount of nitrogen oxides emissions.

The company said it hopes to reach a settlement before the issue reaches the courts.

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