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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

Washington Plant Nearly Operational

LCG, May 23, 2002--A new power plant southeast of Tacoma, Wash., with a capacity of 249 megawatts, is scheduled to become operational on July 1, according to Frederickson Power.

Initially, the gas-fired combustion turbine plant will only supply 125 megawatts, due to the very low wholesale power prices prevailing in the Northwest ($22/MWh on Tuesday). The owner, Epcor Power Development Corp., believes it would lose money if it were to make the entire capacity available. The 125 megawatts will be sold to public utilities in Grays Harbor, Benton and Franklin counties.

The plant site has room for an additional plant of equal size, but Epcor has no plans for at least the next year to build one. Approximately one-third of about 90 proposed plants in the Northwest have been cancelled or put on hold. Of Epcor's inability to find a buyer for the plant's entire output, Chris Heffring, president of Epcor Power said, "Prices are low now. We hope they come back up."
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