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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

Power Supply Contract Contested by CA Agency is Upheld

LCG, May 21, 2003--A contract signed by the California Department of Water Resources to buy power from Sempra Energy for 10 years is valid, the San Diego Superior Court ruled in a summary judgement.

The Department of Water Resources (DWR) signed the agreement in 2001, but later claimed that it had been given incorrect indications concerning Sempra Energy's obligations under the contract, especially concerning where and from what source power would be supplied. The state agency will be given 60 days in which to appeal the ruling once the final judgement is issued.

"We are very pleased with today's ruling and the court's confirmation that the contract provides the flexibility to supply power from either company power plants, the marketplace or any combination of sources," Donaled E. Felsinger, group president, Sempra Energy Global Enterprises, said.

In the ruling, Judge Wayne L. Peterson of the Superior Court of California, County of San Diego, said "The contract cannot reasonably be interpreted the way DWR has elected to interpret it." DWR threatened last year to void its $7 billion deal with Sempra in the spring of 2002, when it asserted that Sempra should make "commercially reasonable" efforts to bring a 300-megawatt power plant near Bakersfield, called Elk Hills, on line. It objected to Sempra obtaining power on the open market to satisfy the contract.

Sempra will have approximately 1,500 megawatts of new capacity on commercial status within several weeks.
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