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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

DOE Issues Grid Study

LCG, May 9, 2002-The U.S. Department of Energy has submitted its electricity transmission study, originally called for by the White House.

Released by Secretary of Energy Spencer Abraham, the study supports the Federal Energy Regulatory Commission (FERC) in its plan to divide the country into Regional Transmission Organizations (RTOs), which would be responsible for reliability. Likened to the public highways, RTO's are intended to make electricity easy to trade across state lines by the formation of a national grid.

The report includes cooperative regional transmission siting forums, which would have FERC, DOE, and state authorities design transmission line siting rules. It calls for Congress to mandate power grid reliability standards and suggests that transmission investment be "merchant" projects, which would reportedly result in no risk to ratepayers.

The DOE also wants Congress to give FERC limited federal eminent-domain authority in siting new transmission lines and says that savings from their transmission plans would be significant because national transmission would avoid bottlenecks that cost hundreds of millions of dollars a year. DOE's report attributed an estimated $500 million in combined savings to eliminating transmission limitations in California, Mid-Atlantic PJM Interconnection, New York, and New England.

The study also suggests promoting technologies like superconductors.

Abraham said the timing of the study, which was ordered a year ago, was not intended to coincide with the current energy bills pending in the House and Senate.

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