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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

Calpine Asks for Okay on 1,100 Megawatt NorCal Plant

LCG, March 30, 2001Calpine Corp. said yesterday it has filed an application with the California Energy Commission seeking authorization to build a 1,100 megawatt natural gas-fueled, combined-cycle merchant power plant in Northern California's San Joaquin Delta area, near the town of Bethany.

Calpine noted that its filing marks the beginning of an extensive commission licensing process required to build and operate an electricity generating facility in California.

Calpine's East Altamont Energy Center will be built next to a substation owned by the federal Western Area Power Administration. Because of WAPA's involvement, it will serve as lead agency for a federal Environmental Impact Statement review that will proceed at the same time as the Energy Commission review.

Calpine hopes that all approvals can be received in time to begin construction of the new plant in the middle of next year. If so, commercial operation could begin by mid-2004.

The interconnect with WAPA's substation will permit the plant's output to be moved to customers in the San Francisco East Bay, the Central Valley and other Northern California markets.

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