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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 to Install 120 MW Temporary Capacity

LCG, May 29, 2003-Today the Long Island Power Authority announced that it will build temporary generating capacity to cover summer peak demand.

Six simple-cycle turbines will be mounted on trucks at the Holtsville and Shoreham substations. Each turbine has 20.5 megawatts of capacity and will be used to head off rolling blackouts in the case that demand exceeds available capacity.

Available capacity in the area is low for the summer. TransEnergie's 300-megawatt Cross Sound Cable has not been operative because regulations require such units to be buried more deeply. Also, Calpine Corporation's 45-megawatt Stony Brook plant will not be available.

The temporary turbines are likely to cost about $17 million.

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