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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

Groundbreaking for Solar PV Projects in Ontario

LCG, March 30, 2010--The groundbreaking ceremony occurred yesterday for two solar photovoltaic (PV) projects located in Norfolk County, Ontario. The projects, SunE Sky Norfolk I and II, have a combined electric generating capacity of 18 MW.

SunEdison, a subsidiary of MEMC Electronic Materials, and SkyPower Limited are developing the projects under a joint venture agreement, and the Ontario Power Authority (OPA) has contracted to purchase the electricity generated.

In January, the Ontario government announced that it signed an agreement with a Korean consortium to invest C$7 billion to generate 2,500 MW of wind and solar power. The consortium, led by Samsung C&T Corporation and the Korea Electric Power Corporation (KEPCO), will work with major partners to attract four manufacturing plants related to wind and solar technology for use in Ontario and export to the United States.

Ontario's commitment toward renewable power follows revisions last year to Ontario Power Generation's (OPG) plans to close four coal-fired, power plants, with a combined generating capacity of 2,000 MW, four years ahead of schedule.
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