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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

Texas' Comanche Peak Nuke Off Line

LCG, June 7, 2002--Unit 2 of the TXU Energy nuclear plant Comanche Peak, in Texas, is not producing for the grid today, after going off line late yesterday.

According to a company spokesman, the original reason for the shutdown had been the detection of "high vibration in a main generator primary water pump shaft." However, after further examination, he said, "We now believe that it was a false reading on vibration ... We're now replacing that circuit card." He was not able to say until when the outage would last.

Unit 1 of the plant remains at full power as of today, according to a U.S. Nuclear Regulatory Commission status report. The owner of the plant, which is in Glen Rose, TXU Energy is a unit of TXU Corp., and as of the beginning of 2002, was the largest electric retailer in the US.
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