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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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Constellation Completes Acquisition of Calpine

LCG, January 7, 2026--Constellation today announced that it completed its acquisition of Calpine Corporation from Energy Capital Partners (ECP). Constellation is now the largest producer of electricity in the U.S., with electric generation facilities across the nation.

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Industry News

AEP's Systems Prevented More Ohio Blackouts

LCG, Sept. 3, 2003--A senior manager at AEP, which owns the utility to the south of the FirstEnergy territory in Ohio, told a group of financial analysts that AEP's transmission connections to FirstEnergy were severed automatically, averting blackouts in the southern part of the state.

Henry Fayne, the executive directory of energy delivery for AEP, did not know why, as transmission lines in other areas experienced fluctuations in the amount of power they needed to carry, similar systems did not perform in the same way. Michigan's Detroit Edison experienced the loss of service to its entire customer base as failures spread north. International Transmission Co. manages the grid across which power flows to those customers.

Testimony from AEP officials will be given tomorrow at a Michigan Senate hearing, at which legislators may ask why no communications went from AEP to others concerning its preventive actions. Fayne noted that disconnecting AEP from FirstEnergy required no manual interventions, and called AEP's experience "in some perspectives a success story."
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