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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

U.S. Senate Votes NERC over FERC

LCG, March 15, 2002-Yesterday the U.S Senate voted to yield authority over blackouts and other electricity grid disruptions to regional officials, not federal regulators.

The Senate voted between two amendments regarding energy regulation, resulting in a plan that allows reliability enforcement to remain in the hands of the North American Electric Reliability Council (NERC), which is divided into ten regional councils.

The amendment, presented by Wyoming Senator Craig Thomas (Rep), requires utilities to follow rules created by NERC rather than by the Federal Energy Regulatory Commission (FERC).

Democrat and Senate Energy Committee Chairman Jeff Bingaman had offered a plan which gave FERC primary power in certain capacities. Northeast transmission-grid operators and many in industry supported the Democratic plan and voiced concerns that the alternative plan would lead to too much red tape.

Republican senators, as well as public utility commissioners, rejected the idea of Federal authority, saying that the plan would not allow the states enough freedom to attend to energy issues effectively.

Whether or not the measure will become law has yet to be determined.

The senate also discussed how much renewable energy should be required in total energy production; plans vary from deleting all mention of renewables to requiring 20 percent by 2020.

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