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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

Dry River Likely to Reduce Colorado Plant Output

LCG, Sep. 13, 2002--The Comanche Generating Station of Pueblo, Colo., is preparing to curtail its output as owner Xcel Energy adjusts to dry conditions in the St. Charles River, the source of the plant's cooling water.

The plant manager, Mike Hernandez, told the Pueblo Chieftain that the ultimate reduction in usage of cooling water is targeted at 30 percent, but that the current reduction of less than 10 percent has not affected the output provided to customers. Aquila purchases power from the plant, as does Rocky Mountain Steel Mills.

The Victoria Avenue station, which obtains cooling water from the Arkansas River, is also drawn upon by Aquila. Victoria Avenue has had to reduce its production due to low levels in the Arkansas.

It may not be possible for Aquila and Rocky Mountain Steel Mills to continue to buy or sell the same amount of power in the area they had previously, as transmission lines are not currently able to transmit enough power to make up the difference. The 30 percent reduction is scheduled for October, as Xcel spends $420,000 on a project to recycle water at the plant.
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