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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

Connecticut Bill Would Block Power and Gas Transmission to L.I.

LCG, Feb. 21, 2002--Connecticut lawmakers are said to be planning hearings next month on whether applications for gas pipelines and electric power cables across Long Island Sound should be temporarily prohibited.

A power cable project, the TransEnergie US Ltd. Cross Sound Connector, is approaching final approval, and a single gas pipeline from Branford to Shoreham is under consideration. The Cross Sound Connector would follow a dredged shipping channel, and has been criticized by New Haven's mayor, John DeStefano, as having the potential to interfere with dredging and shipping. State Sen. George "Doc" Gunther, R-Stratford, who is sponsoring a one-year moratorium on applications, has said that the activity of laying the cable could harm marine life.

TransEnergie's spokeswoman Rita Bowlbie said, "we have told the DEP and the Army Corps that we will agree to any and all conditions as far as making sure the cable is installed in a way so it does not interfere with shipping." She noted that power could flow from Long Island to Connecticut as well as in the other direction, and could serve Fairfield County, which the New England Independent System Operator has said suffers from transmission bottlenecks. Bowlbie recounted a situation on August 1, when two transmission lines in Norwalk failed, and the Bridgeport power plant was forced to shut down unexpectedly.

Six state senators and six state representatives are bipartisan co-sponsors of Gunther's bill. Various utilities are considering at least nine potential gas pipelines to span the Sound.
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