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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

NRC Asks Nuclear Plant Operators to Check Cooling Nozzles

LCG, Aug. 6, 2001-- The Nuclear Regulatory Commission on Friday issued a bulletin seeking information from several nuclear power licensees regarding the structural integrity of cooling nozzles which penetrate the reactor pressure vessel of pressurized water reactors.

Recent discoveries of cracked and leaking nozzles at two reactors prompted the request, the NRC said, because they have raised concerns about the structural integrity of reactor penetration nozzles inthe top of reactor pressure vessels at pressurized water reactors throughout the industry.

It's the direction the cracks go that has the agency concerned. During refueling outage inspections, some nozzles have been found with lengthwise cracks. These were not considered a safety problem and the nozzles were replaced during the outages. Earlier this year, however, cracks that went part way around the nozzles were found at the two reactors.

In addition to providing coolant to maintain the reactor coolant system pressure boundary, the nozzles also serve as guides for control rods which pass through them at the top of a reactor vessel head. The control rods are moved in and out of the bundles of fuel rods to regulate the level of a reactor's output.

The NRC said "cracking of the control rod drive mechanism nozzles represent a degradation of the primary reactor coolant system boundary, and hence, is potentially safety significant."

The agency said it is requesting information from pressurized water reactor licensees to determine whether current inspection practices are adequate and whether any additional regulatory response by the agency is necessary.

The bulletin requires that pressurized water reactor operators submit a written response indicatingwhether the requested information will be submitted within the required 30-day time period. NRClicensees unable to satisfy this requirement will have to submit a written description of any alternativecourse of action they propose to take, including the basis for its acceptability.

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