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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

Reliant in 4-year Power Supply Deal with Co-ops

LCG, Oct. 13, 2000--Reliant Energy Inc. said in a news release yesterday that an unregulated subsidiary has signed a four year contract worth more than $300 million to supply electricity to five distribution cooperatives in Northeast Texas.

Under the contract, Reliant Energy Wholesale Group will begin next May to supply power to Rayburn Country Electric Cooperative, which is headquartered in Rockwall, Texas, just east of Dallas. John Kirkland, a spokesman for the co-op, said Reliant would replace Constellation Energy Group Inc. as supplier.

The Rayburn Country co-op will in turn resell the electricity and services to its five members, distribution co-ops serving more than 120,000 customers in 16 small Texas counties. The local cooperatives are Fannin County Electric Cooperative, FEC Electric Cooperative, Grayson-Collin Electric Cooperative, Lamar County Electric Cooperative, and Trinity Valley Electric Cooperative.

Joe Bob Perkins, president and chief operating officer of the Reliant unit, said "This is a customized, 'full-requirements' package, which includes providing Rayburn more than 450megawatts of firm power, ancillary, and energy services including risk-management products."

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