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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

1,569-Mile Chinese Transmission in Operation

LCG, June 3, 2002-A 1,569-mile (2,525 kilometer) transmission line in China now connects the Western province of Sichuan to Eastern provinces such as Shanghai and Zhejiang.

Sichuan plants will supply 750 million kilowatt-hours to Shanghai and Zhejiang, as agreed upon by the Chinese government.

An inefficient and incomplete electricity grid has lead to serious waste, such as in the case of the $3 billion Ertan hydroelectric plant in Sichuan, which lacks customers and must operate below capacity.

The new transmission line comes at a time when China is redefining its electricity industry and laying out plans to split up its state-run electricity monopoly. China plans to have all of its transmission connected by 2005, with the exceptions of Tibet, Xinjiang, and Hainan.

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