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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 Build 300 Megawatt South San Francisco Plant

LCG, May 22, 2001AES Corp. said yesterday that a subsidiary is in discussions with officials of the city of South San Francisco about the possibility of building a 300 megawatt power plant in the community on San Francisco's southern border.

Today, officials of AES Pacific were to join in a public meeting with officials and business leaders of the city and representatives of the California Energy Commission to test the waters for the power plant.

Despite a desperate shortage of electric supply in comparison to burgeoning demand in California, there has been fierce local opposition to construction of new power plants. The Wall Street Journal once said the problem in the Golden State is worse than "NIMBY," or "not in my back yard."

It's "BANANA," the Wall Street said "build absolutely nothing anywhere near anybody."

There are hopes that South City, which bills itself as "the industrial city," will be immune from that sort of obstructionism.

Kevin DeGeorge, project manager for AES Pacific, said the company was thinking in terms of a peaking facility, fueled by natural gas, but added "Everything at this stage is very preliminary. We want to hear what the public has to say."
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