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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

TVA Announces Transmission Agreements

LCG, Apr. 19, 2002--The Tennessee Valley Authority and neighboring transmission operators in the Southeast and Midwest have reached agreements on integrated operation of their grids, the government agency said Wednesday.

The Midwest Independent System Operator, and the utilities Southern Co. and Entergy Corp. have been involved in the talks. The TVA manages a transmission system spanning seven states, and by developing common procedures and rules with surrounding areas, it will assist in the promotion of large regional transmission organizations (RTO's), proposals for which are required by the Federal Energy Regulatory Commission. RTO's are intended to make transmission access open and competitive.

While the TVA itself cannot belong to an RTO, its announcement indicates the possibility of tighter integration between the southeast and the Pennsylvania-Jersey-Maryland Interconection, or PJM. Jim Torgerson, president and chief exceutive of the Midwest ISO (MISO), which has a pending agreement with PJM, said the MISO's negotiations with TVA will advance the prospect of a large market throughout the eastern part of the country. Torgerson said, "we'll have a large and robust market, and it will mitigate market power."
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