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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

Judge Adds a Week, 3 Firms to California Power Order

LCG, Feb. 9, 2001U.S. District Court Judge Frank Damrell again yesterday extended his restraining order requiring merchant power sales to continue to the California Independent System Operator, but this time he added three firms and said the extension would stay in effect until next Friday.

On Tuesday, Judge Damrell had ordered Reliant Energy Inc. to continue to sell power to Cal-ISO pending a hearing Wednesday. After Wednesday's hearing, he continued the order until another hearing yesterday. Yesterday, he ordered Reliant and three other companies to continue their power sales until February 16.

Added to the order were power producers AES Pacific Inc. and Dynegy Power Co., which were not covered by the original restraining order because they said they would continue to deliver power pending yesterday afternoon's expected ruling, and The Williams Cos. which markets power for AES.

All four companies have said they were willing to sell power to the California Department of Water Resources, but were chary of selling to the ISO for fear of not getting paid.

In his opinion, Judge Damrell wrote "While the precise amount of electricity available from defendants to respond to emergency dispatch orders is uncertain and in dispute, it is nevertheless significant, and its loss poses an imminent threat of blackouts."

"We're pleased that the judge understood the problem," ISO spokesman Patrick Dorinson said, "it could have created a very serious situation for California."

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