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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

AMSC Signs Agreement with Dongfang to Develop 5 MW Wind Turbines

LCG, January 6, 2010--American Superconductor Corporation (AMSC) announced yesterday that its wholly-owned AMSC Windtec™ subsidiary executed an agreement with Dongfang Turbine Co. Ltd. (Dongfang) to design and jointly develop 5 MW wind turbines for the offshore market.

Dongfang has exclusive rights to the 5-MW, offshore wind turbine designs in China and plans to begin supplying the global offshore market in 2012. According to the press release, AMSC has the right of first refusal to supply the core electrical components for Dongfang's 5 MW wind turbines.

Dongfang plans to commission shortly its first prototype 2.5-MW wind turbine designed under an earlier agreement with AMSC Windtec. Full production is expected to commence in the latter half of this year.

Dongfang is a subsidiary of Dongfang Electric Corporation, China's largest provider of power generating equipment and electric generating stations. In 2004 Dongfang Turbine entered the wind power market and became China's third largest wind turbine manufacturer in 2008.
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