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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

Energy Bill Conference Pending

LCG, June 4, 2002--Although the Senate nominated its 17 conference members to discuss an energy bill with counterparts in the House a month ago, the House has yet to name its conferees.

The energy bill that has been slowly making its way through the U.S. Congress has some remaining aspects to be clarified before it becomes law. The House energy bill was passed in August last year, and the Senate energy bill passed this April.

Language regarding the Alaskan Arctic National Wildlife Refuge is one source of contention holding the bill up. The U.S. House of Representatives may make a decision this week on its conference members, to number as many as 50.

The Senate Democrat conferees are Energy Committee Chairman Jeff Bingaman (NM), Joseph Lieberman (CT), John Kerry (MA), Ernest Hollings (SC), Max Baucus (MT), John Rockefeller (WV), John Breaux (LA), and Harry Reid (NV).

Republic conferees are Frank Murkowski (AK), Pete Domenici (NM), Charles Grassley (IA), Don Nickles (OK), Trent Lott (MS), Larry Craig (IA), Ben Nighthorse Campbell (CO), and Craig Thomas (WY).

Vermont Independent James Jeffords was also named as a member.

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