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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

Renewables Bill Passes CA Legislative Committees

LCG, August 20, 2002-A renewable energy bill that would require 20 percent of energy to be provided by renewable resources as of 2017 was passed by two California legislative committees yesterday.

The Assembly Utilities and Commerce Committee passed the measure after a year's delay, along with a companion measure providing funding for renewable energy via a public goods charge. The public goods charge would appear as a 3 percent surcharge on electricity bills.

The 20 percent requirement, presented by Senator Byron Sher, D-Stanford, was also passed by the Assembly Natural Resources Committee later yesterday.

The bill now makes it way to the Assembly Appropriations Committee.

Sher brought the measure forward in response to increasing dependence on natural gas as an energy source in California.

Among others, members of the Union of Concerned Scientists, Governor Gray Davis, and investor-owned utility Southern California Edison are in favor of the bill, although the other major California utilities, Pacific Gas & Electric and San Diego Gas & Electric, are opposed.

Also on Monday, the California Assembly passed a bill yielding the state more authority in plant construction. The bill allows the California Energy Commission to cancel a plant construction permit if the permit-holder does not begin construction within 12 months of permit issuance.

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