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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

Northwest Power Picture Brightens

LCG, June 6, 2001The energy crunch affecting the Pacific Northwest is loosening, according to a report in this morning's Seattle Times, and none of the improvement can be laid to increased rainfall.

New supply that is, additional sources of electricity beyond the region's highly developed hydroelectric infrastructure has brightened the picture, with better reliability forecast for summer and lower regional rate increases this coming fall, the paper said.

"Things are looking better than they were," Mark Crisson, director of Tacoma Public Utilities, told the Times. "In fact, I think there is going to be a huge overreaction to the situation in terms of new supply. If we had had anything close to a normal water year, we wouldn't even be having this conversation."

Bonneville Power Administration says it has received transmission applications for between 25,000 and 30,000 megawatts of proposed power plants. Ed Mosey, a spokesman for Bonneville, said "There isn't a site in the Northwest with a source of gas and transmission capacity that isn't being looked at." Most of the plants won't be built, but enough will to ease the crunch in future years, if not this.

The Northwest Power Planning Council announced May 25 that power supplies are expected to be reliable throughout the summer, with no risk of blackouts. That does not mean the Northwest is immune into the fall and winter. If the drought continues, a shortage of power, with blackouts, is possible.

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