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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

Tucson Electric to Add 760 Megawatts

LCG, July 23, 2001Tucson Electric Power Co. on Friday asked the Arizona Corporation Commission to schedule a hearing to assess the need for expansion of the company's Springerville Generating Station.

The company wants to double the output of the power plant, which currently consists of two 380 megawatt coal-fired units. The utility's parent holding company, Unisource Energy Corp., had previously announced intentions to add 760 megawatts while maintaining sulphur dioxide and nitrous oxide emissions at or below current levels.

The Corporation Commission approved construction of a third and fourth unit at the plant in 1977 and 1987, respectively, but building them now requires that a need be shown to provide "an adequate, economical and reliable supply of electric power" to Tucson Electric's customers.

Unisource chief executive James S. Pignatelli said "Arizona's rapid population growth dictates that we commit now to build the generating resources required to meet the energy needs of our state."

He noted that improvements in the emission control capabilities of units 1 and 2, combined with the use of enhanced technologies on units 3 and 4, will result in the addition of 760 megawatts of capacity at the station, with an overall reduction in SO2 and NOx emissions below current levels.

"Springerville will be an environmentally sound source of electricity, with all of its electric output sold in Arizona," Pignatelli said. "Unlike California, which now relies on high-cost, out-of-state power imports to meet energy shortages, Unisource Energy is planning carefully, logically to build reliable in-state generation."

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