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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

High-Performance Solar Module Manufacturing Facility Coming Soon to Arizona

LCG, December 27, 2021--Meyer Burger Technology AG announced today that it will establish a production site for high-performance solar modules in Goodyear, Arizona. The initial annual production capacity is expected to be 400 MW by the end of 2022, with the potential to scale to 1.5 GW capacity in the future. Production capacity will include capabilities to manufacture solar modules for residential, commercial/industrial rooftop, and utility-scale applications.

The Meyer Burger announced in September it would establish its first manufacturing facility outside of Europe in the United States. Factors attracting the company to Arizona include a diversified and talented workforce, proximity to customers, and strong partnerships on the ground in Arizona.

The CEO stated, “Meyer Burger is thrilled to be establishing roots in Arizona and expanding our footprint to the United States. My sincere thanks to our partners in Arizona for their support throughout this process. Solar energy will be critical to achieving U.S. and global clean energy goals, and our proprietary heterojunction cell technology and patented SmartWire module technology enable us to produce products of the highest quality and performance in order to offer our customers economically competitive solar components.”

The investment is an important step in meeting Meyer Burger's commitments to produce modules near end-customers, source material from regional suppliers, and improve overall sustainability by reducing transportation emissions and optimizing the carbon footprint of the company's solar modules. The development of a manufacturing facility in Arizona will provide flexibility, ease of access, and resilience for Meyer Burger's customers in the growing North American market.

The Governor of Arizona said, “We are thrilled Meyer Burger has chosen Goodyear for their first manufacturing facility in the U.S. The company's new solar module manufacturing facility will further enhance Arizona's standout reputation as a renewable energy leader.”
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