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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

Replacement Steam Generators Arrive at Arkansas 2

LCG, Aug. 9, 2000--Westinghouse Electric Co. said yesterday that two replacement steam generators for the 941 megawatt Unit 2 of Arkansas Nuclear one, a plant owned and operated by Entergy Corp., had arrived on the plant site and installation would begin next month.

The steam generators were manufactured by Equipos Nucleares S.A. of Spain, aWestinghouse subcontractor and licensee. They are the largest designed by Westinghouse and the largest built by ENSA. They were manufactured in 33 months and shipped from Ensa on July 9.

The two steam generators bring to nine the number manufactured by Ensa for Westinghouse. Three were delivered to The Southern Co. earlier this year for installation in the Farley Unit 1 plant and four original equipment steam generators were delivered to a site in China over the last several months.

Another seven steam generators are being built for Westinghouse by Ensa. Three will go to Farley Unit 2 and four will go to the South Texas Project facility operated by Reliant Energy Inc.

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