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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

Sempra Subsidiary and Dynegy Unit Strike Liquified Gas Deal

LCG, February 18, 2003-Newly conceived Sempra LNG Corporation will give $20 million to Dynegy Midstream Services L.P. in an initial payment to purchase the Hackberry liquefied natural gas project.

The total development costs for the Louisiana facility are expected to be around $700 million. The plant will have a 1.5 billion cubic feet per day capacity and a storage capacity of 10.4 billion cubic feet.

The Hackberry project must still meet antitrust approval but has received the preliminary OK from the Federal Energy Regulatory Commission. The project is expected to begin operations in the beginning of 2007.

Sempra Energy Internation has also proposed a Mexican LNG project in Baja California, some 14 miles north of Ensenada. This project, if completed, would bring another 1 billion cubic feet per day in capacity.

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