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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

Arrowhead-Weston Transmission Project Moves Forward

LCG, August 27, 2004--The Marathon County Board approved a proposal from American Transmission Company (ATC) to allow a new, 345-kV transmission line through a county-owned recreational area. The overall Arrowhead-Weston line between Hermantown and Wausau will extend 220 miles and is estimated to cost $420 million. The plan calls for completion of the project by 2008. Similar land use agreements will be required with other counties, plus about 850 landowners in Wisconsin and Minnesota.

The Wisconsin Public Service Commission last year approved construction of the Arrowhead-Weston line. Utilities, including Wisconsin Public Service Corp. and Minnesota Power, say it is needed to improve electric reliability. Furthermore, with locational marginal pricing (LMP) to be introduced next year by the Midwest ISO, the additional transmission capacity will tend to reduce locational price volatility.

Earlier this year, Minnesota Power started work on the Hermantown to St. Louis River section and plans to complete the 12-mile segment by early 2005.

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