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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

Midwest Gen, Union Meet in Strike Talks

LCG, July 17, 2001Official of the International Brotherhood of Electrical Workers and negotiators from Midwest Generation LLC, operator of 12 coal-fired power plants in Illinois, will meet with a federal mediator Thursday, the first indication of a thawing in the three-week old standoff.

IBEW workers walked out at the 12 plants, which account for a quarter of all the electricity generated in Illinois, on June 28 after rejecting a pay raise offered by Midwest Gen. The company countered that the union had demanded work rules changes that would have usurped its ability to effectively manage the plants.

A Midwest Gen spokesman confirmed the talks with the mediator, adding that the company welcomed the opportunity to sit down with the union to resolve their differences. The IBEW has said the company has refused to bargain in good faith. Its members have worked without a contract since April 1.

The 12 plants, seven baseload stations and five peaking plants, were purchased from Commonwealth Edison Co., and ComEd buys their output. Together, they have a capacity of about 9,300 megawatts.

Midwest Generation is owned by Edison Mission Energy, a subsidiary of Los Angeles-based Edison International Inc.

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