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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

East Coast Heat Prompts Calls to Save Power

LCG, Aug. 7, 2001--A heat wave along the Eastern Seaboard has prompted two of the region's independent system operators, and their utility members, to call for conservation of electricity today.

Both the PJM Interconnection, which manages the transmission grid of Pennsylvania, New Jersey and Maryland, and the New York Independent System Operator have warned consumers that power supplies would be tight after several days of hot weather.

"The concrete heats up, the buildings heat up. We are expecting there will be major demand Tuesday and it will be a very tight power situation, so consumers will need to use energy wisely," said Carol Murphy, a spokeswoman for NYISO.

Consumers have been urged to set their air conditioners on a higher temperature than normal on Monday night and to avoid using appliances like washing machines, electric stoves, clothes dryers and dishwashers until Tuesday evening when it was likely to be cooler.

Neither ISO predicted blackouts, but both said the supply situation was tight.

Not as tight as in 1965, when about 800,000 New Yorkers were trapped for hours in high-rise buildings and subways during a massive blackout. That event led to the formation of the North American Electric Reliability Council which, with its ten regional councils, sets operating standards for the national grid.

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