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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 and Southwest Power Pool Will Merge

LCG, Feb. 25, 2002--The directors of the Midwest Independent Transmission System Operator Inc. (ISO) and Southwest Power Pool Inc. (SPP) gave their approval to a merger of the two power transmission grid managers.

The resulting organization would have responsibility for transmission operations in twenty states and in the Canadian province of Manitoba. The Midwest ISO projects that it will submit required documents to FERC by March 15, and finalize the merger by the close of the second quarter.

The nonprofit Midwest ISO is currently negotiating with the for-profit Alliance RTO, following a December order from FERC for the two to merge, based on transmission bottlenecks that could persist if the two remained separate.

Some state representatives have asked for more justification for FERC's emphasis on the RTO concept. FERC, which is making the right of utilities to compete in deregulated power markets dependent on their membership in an RTO, will release a cost-benefit study next week, according to a spokesman.

Negotiations over the possible terms of a Midwest-Alliance merger were held up most recently when members of the Midwest ISO found Alliance's proposed transmission rates unacceptable. The Alliance RTOs members include Indiana Michigan Power Co., American Electric Power Co Inc., and Northern Indiana Public Service Co.
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