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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 Wants DOE Order to Switch on Cable

LCG, Aug. 15, 2002--With demand for power on Long Island straining available power capacity, the Long Island Power Authority is asking the Department of Energy to order a transmission cable to Long Island from Connecticut be turned on.

The request is not routine, in that the DOE rarely grants intervention on behalf of states. Some LIPA staff are warning that with unexpectedly high demand compared to last year, region-wide blackouts could occur if the cable is not activated. Connecticut's attorney general, Richard Blumenthal, has said that regardless of the supply situation on Long Island, Connecticut should not be forced to allow transmission of up to 330 megawatts of power across the Long Island Sound.

The New England Independent System Operator supports the New York position, while Connecticut's governor John G. Rowland has delayed the cable's operation, on the grounds that environmental reviews should be completed to determine possible effects on sea life on the bed of the sound. The cable's owner, TransEnergie, a subsidiary of Hydro-Quebec, cooperated with a request for more environmental reviews before operating the cable, which was not buried to the depth that was previously thought necessary not to disrupt sea life. The cable could otherwise be brought into operation within eight hours following an order.

The Department of Energy is seeking comment from grid operators and stakeholders before issuing a response to the LIPA's request.
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