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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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Press Release

ERCOT Wind Expansion: Impact on Energy and Ancillary Service Markets


LCG, October 05, 2016--LCG Consulting has released its latest report Market Effects of Wind Penetration in ERCOT: How Wind Will Change the Future of Energy and Ancillary Service Prices. In this study, LCG investigates the system-wide impacts on the ERCOT market of three levels of wind capacity expansion in the year 2021, with particular emphasis on energy and ancillary service prices.

The nodal market simulations for this study were performed at the five-minute dispatch level using LCG’s UPLAN Network Power Model (NPM) and PLATO-ERCOT data model to capture the intermittent nature of renewable energy. UPLAN is a fully integrated model; that is the dispatch, transmission load flow, contingencies, curtailments, and ancillary services deployment are all resolved simultaneously.

The unprecedented growth of wind power in recent years has had a profound impact on the ERCOT market. With growth expected to continue, LCG’s report offers market participants a view of what can be expected as wind capacity continues to expand. Read Executive Summary of the report.

To request the full report please contact julie.chien@energyonline.com




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