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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

TVA Plans Restart of Nuclear Unit

LCG, Oct. 2, 2002--An agreement for engineering services has been signed that calls for the restart of the Tennessee Valley Authority's nuclear generator Browns Ferry Unit 1 in 2007.

The planned return to operation would follow restarts of Units 2 and 3 at the same nuclear complex in the 1900's. According to the president of engineering firm Becthel's global power business unit, Scott Ogilvie, "These units have been performing exceptionally well -- they are leaders in the industry, and we see that happening again with Unit 1."

The units were first shut down following the 1979 Three Mile Island accident, which led to regulatory changes that could not be satisfied at the time. Unit 1 will add more than 1,250 megawatts of capacity to the grid.
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