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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

Connections of Wind Farms to Irish Grid Blocked

LCG, Dec. 4, 2003--The intermittent nature of wind power production and the significant amount of planned growth of wind installations in Ireland has led a top regulator to halt further connections in order to insure reliable operations.

The decision was prompted in part by a letter to the regulator, Tom Reeves, from the managing director of ESB National Grid, Kieran O'Brien, in which O'Brien asked for emergency steps to be taken. "While these issues could be ignored with low levels of wind generation on the system, now that definitive plans are in place to significantly and rapidly increase the proportion of wind generation on the system, a number of complex technical issues relating to wind generation must be resolved," the letter stated.

Reeves said that he knew the decision would not be received well by executives of wind power production firms. He stated that he was "naturally reluctant to approve emergency type measures of this nature without any prior warning to the industry," but that a higher priority lay in "overall system reliability."

O'Brien asked that the technical issues should be fully researched before any new connections are approved. He wrote that the amount of currently connected facilities and approved wind connection agreements "pose an increased risk to the security and stability of the power system which the transmission system operator feels exceeds the level normally likely to be accepted by a prudent system operator."
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