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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

Tokyo Electric Operates One Nuclear Reactor

LCG, May 9, 2003--A single nuclear reactor out of Tokyo Electric Power Company's (TEPCO) fleet of 17 such power plants was restarted this week, following an inspection that turned up no cracks or structural deficiencies.

The fleet was completely shut down on April 15, but other than the 1,350-megawatt No. 6 reactor, the utility has no immediate plans to restart others. The shutdown was initiated due to revelations concerning cover-ups of the discovery, at certain reactors, of cracks. The cost of either purchasing power or running fossil-fuel plants in its fleet has impacted TEPCO, which may have to bring new plants into operation before their scheduled start dates, and has made corporate users aware that they can receive discounts for lowering consumption.

The company has disclosed that with the increased demand for power expected during summer, a minimum of 10 of the reactors will need to be restarted to avoid a serious power emergency. The No. 6 reactor was shut down in January for a regular inspection, and is located about 155 miles north of Tokyo.
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