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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

Cross-County Cable Back in Service in New York State

LCG, July 1, 2002--An 18-mile cable linking substations in New York state's Westchester and Nassau Counties that failed over a month ago has been restored to service.

The cable is currently rated at 400 megawatts, in order not to risk another failure. The Y-50 cable had been rated at 600 megawatts before a section running beneath Long Island Sound cut transmission on May 18.

Long Island Power Authority will be able to withdraw 250 megawatts at Glenwood Landing, while Consolidated Edison's Queen service area will be entitled to 150 megawatts. The repairs to the cable were finished three weeks earlier than had been anticipated.
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