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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

Heat Leads to ISO Alert for California

LCG, May 30, 2003--Power demand in California surpassed forecasts easily on Wednesday, due to high temperatures that required an estimated weather-related 3,800 megawatts over expected load, and another 700 megawatts more because of forecast error and a lack of conservation.

The Independent System Operator, which operates the state's power grid, issued a Stage 1 power alert lasting from 3 P.M. to 6 P.M. A Stage 1 emergency is called when generation reserves drop below 7 percent. Power consumers are asked to cut back on use of heavy appliances at such times, although air conditioners were active in both Northern and Southern California.

Jim McIntosh, the head of grid operations, was quoted in the Sacramento Bee: "I don't think we saw much of any conservation yesterday." The approaching summer is expected to be warmer than usual, and could be marked by frequent alerts if conservation is minor, or if the demand patterns signal permanent underlying load growth, not just the effects of Wednesday's sudden bout of warm weather.
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