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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

Enron Pursues Permits for Florida Plants

LCG, Jan. 21, 2002--Two sites in Broward County, Florida remain a focus for Enron's power plant development plans, whether or not the company ultimately becomes the developer or sells its environmental permits for the purpose.

In both Pompano Beach and Deerfield Beach, Enron has filed applications for permits needed for plant construction. The South Florida Water Management District is scheduled on Feb. 14 to consider Enron's request to use the Biscayne Aquifer for emergency cooling purposes. If that and other permits are obtained, construction would need to wait until after a county moratorium on plant construction expired in May.

Eric Thode, Enron spokesman, said that the company bankruptcy proceedings would determine whether the permits could be sold, or if Enron would build the plants in order to sell them upon completion to raise money to pay creditors. Thode said, "We have not planned to go forward to the city commission, but we have moved forward with other permits that are required. We believe that South Florida is in need of new power plants."

Broward County Commissioners Kristin Jacobs was quoted by the South Florida Sun-Sentinel as saying, "We didn't know it (the water permit) was coming. It just kind of showed up on their [the water district's] agenda. ... We couldn't choose a worse neighbor." Jacobs rescheduled a hearing on the issue to make a review of the state's projected power needs while the moratorium is in place.

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