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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

PG&E Corp. Pipeline Approved

LCG, June 28, 2002--PG&E Corporation, parent to California's PG&E utility, has received initial approval to increase gas supply to the Northwest.

The Federal Energy Regulatory Commission authorized the expansion, which was filed by PG&E subsidiary Northwest Corp. and would be constructed and in service by November 1, 2003.

The extra capacity, supported by 53.6 miles of 42-inch diameter pipe, will bring 143 million cubic feet per day normally and 163 million cubic feet per day in the winter.

The approval is preliminary and was granted on non-environmental grounds.

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