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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

New Mexico Says It is Bypassed in Nuclear Waste Discussions

LCG, Feb. 17, 2004--Officials at the Department of Energy (DOE) have apparently contacted high-level officials of states where nuclear waste from aging weapons factories is located, but according to New Mexico authorities, have not opened communication with them, although the department had discussed shipping waste into the state prior to the opening of a facility at Nevada's Yucca Mountain.

A spokesman for the DOE, Joe Davis, confirmed discussions have taken place in an interview with the Albuquerque Journal. A federal judge cited current law last summer in ruling that "high-level waste" in Washington state, Idaho and South Carolina could not be shipped to the Waste Isolation Pilot Plant for nuclear waste, near Carlsbad. New Mexico Environment Secretary Ron Curry believes that the DOE is excluding New Mexico from current talks in order to "divide and conquer". Curry thinks the agency hopes to change the law by working through the governors of the states with the waste.

The DOE's Davis said that the agency does plan on another attempt this year at mounting a legislative strategy to revise the law. New Mexico is in the middle of changing the Waste Isolation Pilot Plant's permit, in order to exclude the nuclear "sludge".
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