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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

Entergy May Build Nuke

LCG, April 17, 2002--Entergy Nuclear, a subsidiary of Entergy Corp. in New Orleans, is contemplating building a new nuclear plant.

After the 1979 Three Mile Island accident, the nuclear plant building industry has been almost nonexistent, but recently companies have expressed interest in building new plants.

Entergy has told the Nuclear Regulatory Commission that it intends to request an "early site permit." The company says that a nuclear plant is economically feasible when natural gas costs over $5 per MBTU.

Natural gas is about $3 per MBTU right now, although it was as high as $10 per MBTU last year in some places.

Entergy has studied its pre-existing plants in hopes of finding the optimum location, perhaps Port Gibson, Mississippi. Applying for a new plant will cost $9 million and take a year to arrange; the application fee alone is $5.4 million.

However, the U.S. Department of Energy has already offered to pay half of the costs.

Entergy has several nuclear generators already, including reactors at Waterford III near Hahnville, River Bend near St.Francisville, and Port Gibson. The corporation says it will take three years to determine whether it will build a new plant.

Two other companies have begun the permit application process as well; Chicago's Exelon utility began on March 20, and Richmond, VA-based Dominion Resources began in early April.

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