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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

States Could Bring Suits Against Power Plants

LCG, Nov. 10, 2003--Attorneys general in three Northeastern states have indicated that they might try to enlist other state officials in bringing lawsuits against coal-fired power plants.

Last week, the Environmental Protection Agency (EPA) announced that it would consider possible violations of the Clean Air Act under revised standards, meaning that ongoing investigations would have less chance of being brought to trial. Richard Blumenthal, attorney general for Connecticut, Eliot Spitzer of New York, and New Jersey attorney general Peter Harvey have been in communication about possible legal action, according to Blumenthal.

Blumenthal said that the Bush administration's position on plant modernization directed towards the Northeast is "basically, 'Drop Dead'". If lawsuits are filed by states in addition to those filed against changes to the Clean Air Act, they would likely not have the same resources behind them as they might if they were being brought by the EPA.
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