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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

Two Plants Seen Ready for June

LCG, Apr. 25, 2002--Two 550-megawatt, gas-fired power plants are seen as being ready to operate starting in June, according to developer Kinder Morgan.

Williams Cos. will provide natural gas to a plant being developed in Jackson, Mich., and will buy the plant's entire output as part of a tolling agreement with Kinder Morgan. The plant is owned by financial services firm CIT, which is part of Tyco International. The plant is expected to be operating at the end of June.

The other plant is sited near Little Rock, Ark., and will be owned and operated by Mirant Corp., which will provide natural gas and sell the plant's output. The Arkansas-based plant is expected to begin operations on June 1.

Both plants will utilize a design that is meant to achieve the fuel efficiency of a combined-cycle power plant, and the quick start-up times of a simple-cycle peaking plant. Combined-cycle plants capture the waste heat from burning fuel in order to heat steam to provide additional energy to drive a turbine, whereas waste heat is otherwise dispersed without contributing to power generation. A simple-cycle peaking plant is an internal combustion engine that can achieve maximum output in less time than a steam turbine or traditional combined-cycle configuration.
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