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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

EPA Investigations of Pollution Unlikely to Advance

LCG, Nov. 6, 2003--Investigations by the Environmental Protection Agency (EPA) that were undertaken under previous Clean Air Act rules, prior to proposed Bush administration changes to the New Source Review standards governing plant modifications, may not be pursued in court.

The decision to consider possible violations in 50 cases under the more flexible standards is in some part the result of work by Vice President Dick Cheney's task force on energy policy. According to EPA spokeswoman Lisa Harrison, cases that have already gone into litigation will still be pursued, although those that have not will be reviewed on a case-by-case basis.

The change in direction was apparently disclosed to enforcement lawyers for the agency this week. Some of those involved spoke with the New York Times. It is generally agreed that the changes to New Source Review will exempt a greater number of plants from having to install pollution control equipment, allowing them to save $10 to $20 billion. Members of Congress, environmentalists and state officials in the Northeast viewed the change as a severe blow.

Harrison, the spokeswoman, said some investigations could be brought to court under the old rules, although no final decision has been reached. The 50 investigations in progress had reached the point where notices had been sent to the companies operating the power plants. There is no clear consensus among judges about whether revising the applicable standards in ongoing investigations is permissible.
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