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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

Group of States Sues EPA Over Plant Upgrade Rules

LCG, Oct. 28, 2003--Two lawsuits are being brought by a group of 12 states and environmental groups who assert that changes to emissions regulations sought by the Environmental Protection Agency overturn parts of the Clean Air Act.

The states involved in the suits are in the Northeast, and oppose changes promoting "regulatory certainty" on those pollution control technologies that are needed when repairs or maintenance are undertaken at power plants, manufacturing or other industrial facilities. A series of lawsuits that were brought by the EPA under former President Clinton over changes made to older facilities appear not to be supported under the changes the Bush administration has sought.

Under the modifications to "new source review" rules, which are scheduled to go into effect on Dec. 26, replacement of certain parts of a plant that are judged "functionally equivalent" would not trigger requirements that emission controls be installed. The suits are being filed with the U.S. Court of Appeals for the District of Columbia Circuit.
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