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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

Illinois Power and ComEd Intend to Join PJM

LCG, May 29, 2002--Illinois Power and Commonwealth Edison have filed documents with the Federal Energy Regulatory Commission (FERC) notifying the agency of their intent to be part of an independent transmission company under the transmission authority of the Pennsylvania-Jersey-Maryland Interconnection.

In a statement, a representative of the parent company of ComEd, Exelon's Senior Vice President Betsy Moler, said, "It is clear that Exelon's primary wholesale energy trading partners and suppliers are in the east, and our strongest interconnections are to the east." Illinois Power, like ComEd, was a member of the Alliance regional transmission organization (RTO), whose members FERC ruled would need to file to join another RTO by May 28. The Alliance RTO included nine companies, and undertook discussions with the Midwest-ISO concerning possible integration for a for-profit transmission entity. Moler said, "ComEd negotiated with the MISO, but could not come to an agreement on rate structure and other matters."

Illinois Power and ComEd plan to join PJM through National Grid, the transmission manager for Alliance GridCo. If this is not possible, Illinois Power would join as a transmission owner. American Electric Power and Dayton Power & Light also have notified the PJM of their plans to be part of the PJM's RTO.
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