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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

Alberta Grid Upgrades Urged

LCG, Feb. 12, 2002--ESBI Alberta Inc. and Alberta-based power suppliers want an expansion of the province's transmission infrastructure to handle growing demand for electric power.

Most generation capacity in Alberta is found north of Red Deer. To construct new lines from the northern part of the province to the south, where demand is growing most, ESBI, which manages the transmission system for the province, would first need to obtain rights of way. According to Richard Stout, commercial manager for ESBI, "the line building itself may only take two or three years, but the acquisition of the rights of way to the land could take six or seven years."

Stout estimates that millions of dollars could be spent to obtain necessary easements, but is not sure who would be required to pay for the rights as well as the construction costs.

At least twelve power companies want more transmission lines, among them Calgary-based Enmax Corp. Enmax not only supplies local customers, but has benefitted from exports to Washington State and California. While Alberta customers currently pay for transmission upgrades through a charge on their bills, ESBI has told the Alberta Energy Utilities Board that lines for cross-border sales should be paid for by power suppliers with licenses to conduct such sales.

The Alberta Energy Utilities Board will conduct a hearing on transmission investments in late April.
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