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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

Texas Units May Be Mothballed by Centerpoint Unit

LCG, Oct. 4, 2002--Citing a lack of demand for backup power produced at its older gas-fired facilities, CenterPoint Energy Inc.'s Texas Genco is asking the Electric Reliability Council of Texas (ERCOT) if it may temporarily shut down 3,400 megawatts of generation.

"The current surplus of generating capacity in ERCOT, coupled with the lack of bids for these units in our previous capacity auctions, has caused us to take this action," said Texas Genco president and CEO David Tees in a statement.

The length of time during which the units could be taken offline would be through at least May 2003. If ERCOT finds that capacity is needed for reliability, some generation could remain operational. Texas Genco's generation portfolio totals over 14,000 megawatts, and extends to coal and nuclear-based as well as gas-fired plants.
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