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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

Constellation Peaker Construction Finished

LCG, June 21, 2002--The Florida-based Oleander gas-fired peaking plant owned by Constellation Power is no longer under construction, and is scheduled to go online this summer.

The plant is made up of four combustion turbines, one of which was contracted last summer to provide firm power to Florida Power & Light from 2002 through summer 2003, and another of which will was to do so through mid-2005. Part of the output has been sold to Seminole Electric Cooperative as part of a seven-year power purchase agreement beginning this winter.

The plant is located in Brevard County, near Cocoa.
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