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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

SMUD's Control Area Departs ISO

LCG, June 20, 2002--Early this week, the Sacramento Municipal Utility District took over operation of its own control area from the California Independent System Operator, partly to insulate itself from what SMUD's board President Genevieve Shiroma called "market-driven blackouts".

The move will not change rates for customers within SMUD, but it will mean SMUD will make all minute-to-minute balancing decisions to keep demand and supply of power in equilibrium. As such, the utility district will no longer pay grid-management charges to the ISO. Jim Tracy, director of SMUD's planning and budget, told the Sacramento Bee that, depending on the direction of ISO's charges, SMUD might save $2 to $30 million yearly, starting in 2003.

SMUD will not be subject to ISO-instigated rolling blackouts, although if there is a chance that the ISO grid could collapse due to equipment failure, SMUD would be prepared to act as needed. In situations in which generators do not generate within the ISO control areas for fear of not being paid, SMUD would have no obligation to the ISO.

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