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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

Pickering A Outage May Last Longer Than Expected

LCG, Oct. 28, 2001--Repairs to a nuclear plant in Ontario, Ontario Power Generation's (OPG) Pickering A, may require more time than expected, "as a result of construction challenges encountered in the refurbishment of certain systems," according to the utility.

Four Pickering A units have been scheduled to be returned to service one at a time, and will provide 2,060 megawatts to the grid once repairs are completed. OPG, which is owned by the provincial government, stated in a release that it expected to return its first unit to operation by the end of the first quarter of 2003.

The costs to bring the first unit back online will determine the likely costs to be incurred on the remaining units. The increase in the cost on the first unit have been C$230 million ($148 million US). Some observers believe that the process of alleviating safety and reliability concerns will last through 2006.
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