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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

Midwest ISO Continues to Evanesce

LCG, June 15, 2001The Midwest Independent System Operator, which a year ago claimed to be the nation's largest, continues to wither. Yesterday, the shrinking ISO said it has notified the Mid-America Interconnected Network that an agreement reached last September for the two organizations to integrate certain functions has been rendered irrelevant.

MAIN is one of 10 regional councils of the North American Electric Reliability Council, an industry-sponsored organization responsible for operating procedures and protocols that govern the nation's transmission grid.

In a letter to the chairman of MAIN's executive committee, James P. Torgerson, chief executive of the Midwest ISO, said that because Commonwealth Edison Co., Illinois Power Co. and Ameren Corp. are no longer members of the Midwest ISO the rationale for continuing the agreement no longer exists.

Under terms of last year's memorandum of understanding, the Midwest ISO was to have integratedvarious MAIN functions and personnel into the Midwest ISO. However, because the Midwest ISO will not be assuming security coordination and transmission operational control over all MAIN member transmission systems as originally anticipated, the MOU is no longer valid, the letter explains.

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