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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

New York Demand Surges in Heat Wave

LCG, Apr. 19, 2002--Record-breaking temperatures in the New York City area caught utilities and the grid manager New York Independent System Operator off-guard yesterday as large commercial customers were asked to cut their power consumption in order to prevent blackouts.

On Thursday, Ken Kapp, spokesman at the NYISO, said, "we really weren't anticipating the load being this high because the temperatures were supposed to drop." New York City experienced highs of nearly 90 degrees Fahrenheit on Tuesday and 95 degrees Wednesday. The reserve margin of power generation was low, due to plants being taken off-line for maintenance, typically scheduled in anticipation of heavy summer demand. Consolidated Edison Co. of New York, Inc. said its plants were experiencing no unforeseen problems.

The ISO's requests on both Wednesday and Thursday for voluntary demand reductions may be a prelude to a summer of strained supplies. The grid operator issued a report last month that said new generators were critical "to avoid serious electricity shortages, improve air quality, facilitate economic growth and avert strong upward pressure on prices."

On Wednesday, the Long Island Power Authority experienced a reserve during peak usage of 300 megawatts.
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