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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

NY Grid Operator Comments on Blackout Avoidance

LCG, Aug. 28, 2003--Speaking before the New York State Assembly yesterday, the president of the New York Independent System Operator, William J. Museler, stated that even if the grid manager had known about transmission problems in the Midwest well in advance of the blackout that ultimately hit New York, it would not have anticipated the situation becoming as severe as it did.

Had a decision been taken to isolate the New York transmission system from other areas, including Ontario, to which New York was effectively sending power, it could have increased risks for neighboring regions, said Museler. He also told legislators that in addition to not providing assurance of preserving stability for New Yorkers, active isolation would not have been in keeping with long-standing cooperative policies with regional partners.

Investigators have generally agreed that lines between New York and Ontario seem to have functioned according to their design, and did not automatically trip when the flow of power across the U.S.-Canadian border increased significantly. Nonetheless, given the amount of data that still requires examination, this viewpoint is being scrutinized before more explicit confirmation.

Museler testified that, on balance, assuming some risks by remaining connected to the larger grid could have beneficial consequences by encouraging reciprocal behavior by other grid managers. "There are many more times where it's better being connected to the grid, where it's going to save you," Museler said.
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