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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

Long Island Power Study Points to Re-Powering, Not New Plants

LCG, August 6, 2002-C.W. Post's Center for Management Analysis released a study on Long Island, New York's power supply.

The report, developed at Long Island University's C.W. Post campus, comes to the conclusion that existing, old plants can be converted easily into combined cycle facilities, a process which could result in three times the current Long Island capacity.

According to Center for Management Analysis director Dr. Matthew C. Cordaro, as much as 4,700 new megawatts might be added through combined-cycle conversions.

Although the Center's study emphasizes bringing new technology to old plants, it also suggests that the completion of current New York power projects will prevent overextending the area's electricity capacity while improvements are made elsewhere.

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