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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

Close Delayed on Two NRG Energy Plant Acquisitions

LCG, July 26, 2001-- NRG Energy Inc. said this morning that the Federal Energy Regulatory Commission has instructed its staff to convene a technical conference to "further explore issues related to the competitive effects" resulting from NRG's proposed acquisition of the Bridgeport and New Haven Harbor Stations in Connecticut.

The order directs FERC staff to report back to the Commission within 90 days after exploring "issues regarding market power concerns."

NRG has planned extensive emissions upgrades to the 660 megawatt Bridgeport plant and the 460 megawatt New Haven station, both of which it is buying from United Illuminating Co. FERC's action will delay closing the transaction beyond this summer, the original target of the companies, NRG said.

"Upon review of the FERC order received yesterday, it is clear some issues have yet to be resolved. However, NRG is confident the FERC will ultimately approve the transaction," said Craig A. Mataczynski, chief executive of NRG North America.

"Connecticut will benefit from this acquisition as it will help to ensure a healthy fuel diversity within New England's power grid so that affordable, reliable and environmentally responsible electricity is available when and where it is needed," he added.

Mataczynski said his company plans significant cuts in emission from both plants. , "NRG remains committed to reducing sulphur emissions at the New Haven facility by 50 percent and, after installing additional environmental controls, reducing sulphur emissions by more than 90 percent at the Bridgeport Harbor facility," he said.

The transaction also requires approval by the U.S. Department of Justice.

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