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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

New England Ready for Summer, ISO Says

LCG, May 18, 2001The operator of New England's bulk power grid said yesterday that there should be a sufficient supply of electricity to meet the summer needs of the region, refuting in part a report released Tuesday by the North American Electric Reliability Council.

ISO-New England said that NERC did not take into account firm agreements with Hydro-Quebec of Canada for at least 1,500 megawatts of power.

In its Summer 2001 forecast released last month, the ISO said that despite projected record-setting demand the region should not face blackouts, but conceded that extremely hot days or an extended heat wave could require the implementation of conservation measures.

"ISO New England is forecasting an adequate supply of electricity for the New England region thissummer," Stephen G. Whitley, vice president for system operations, said. "New England does not face the supply problems that are at the root of the crisis in California. Because of the addition of several new power plants throughout the New England region over the past two years, the growth in supply is outpacing the growth in demand."

With 1,000 megawatts of new electric generation added since June 2000, and another 1,600 megawatts expected to be on-line this summer, New England projects a reserve margin of almost 19%, which is higher than most other areas of the country, the ISO said.

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