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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

Ontario Plans to Expand Reliance on Nuclear Power

LCG, September 9, 2004--Ontario Minister of Energy Dwight Duncan announced yesterday that it will pursue negotiations with Bruce Power to reactivate two nuclear reactors at the Bruce Power facility in Kincardine. The two reactors, which were taken out of service in 1995 and 1997, have a combined capacity of 1,540 MW. With this move, the Ontario Energy Ministry shows its continued faith in rebuilding Ontario's fleet of nuclear reactors.

Bruce Power, a partnership including Transcanada Corporation, Cameco Corporation, and BMC Generation Infrastructure Trust, leases eight, nuclear reactors at Bruce A and Bruce B Generating Stations under a long-term agreement with Ontario Power Generation (OPG). When Bruce Power took over operations, four units had been deactivated. Over the past year Bruce Power reactivated two reactors, and the combined, available capacity of Bruce A and B is now about 4,660 MW.

The need to add generating capacity in Ontario is driven primarily by the government's commitment to improve air quality by closing OPG's coal stations, which account for roughly a quarter of Ontario's capacity, by 2008.

Earlier this summer, the Ontario government approved the proposal to reactivate another nuclear reactor, Pickering A, Unit 1, which would add 515 MW of capacity by late 2005. This approval follows the reactivation of Pickering A, Unit 4, which cost approximately three times the initial budget and encountered extensive delays.

To compound Ontario's electric supply troubles, OPG recently announced new problems have been discovered in the four reactors at Pickering B Station, which has a capacity of 2,160 MW. "As a result of recent inspections of fuel channels, conditions were identified that will require acceleration of planned remediation programs at the Pickering B station. These findings will result in additional inspections of the fuel channels, lengthening previously planned outages, and will advance certain maintenance procedures from 2007 and 2008 to 2004 through 2006."

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