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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

White House Asks EPA to Delay Air Standard Review

LCG, Aug. 16, 2001--In response to a request from the Bush administration, the Environmental Protection Agency has delayed until next month issuing proposed revisions to the so-called "new source review" affecting maintenance and repair of existing power plants.

As part of his energy program, President Bush had asked the EPA to submit recommendations on the new source review after a 90-day study. The 90 days is up tomorrow, and the agency has agreed to delay its recommendations until the administration introduces comprehensive pollution legislation in September.

"We will put forward an ambitious proposal that will reduce air pollution from power plants significantly more than the existing system. Subsequently, we will release the NSR report called for by the National Energy Policy," EPA Administrator Christine Todd Whitman said in a statement.

Under the Clean Air Act, utilities making significant changes to existing power plants that resulted in boosting their output were required to install emissions controls. The Clinton administration interpreted the requirement to include routine repairs and maintenance that did not otherwise change the plants. The Clinton EPA then sued several large utilities to force compliance and seek penalties.

While Whitman has not tipped her hand, the EPA review is expected to recommend a system of standards limiting emissions of nitrogen oxides, sulphur dioxide, mercury and particulate matter, while allowing power plant operators to achieve the standards in any way they find best.

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