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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

New Hampshire Plans Legal Action Over New Source Review

LCG, Sept. 3, 2003--The EPA's recently announced changes to rules governing power plants' installation of emissions-reduction equipment will be the subject of a lawsuit by New Hampshire, the state's Attorney General, Peter Heed, has announced.

The lawsuit would be in additon to other pending litigation against EPA's changes to policy on "new source review" before the U.S. Court of Appeals, in the District of Columbia circuit. The new rules would increase the ability of power plant owners to install new equipment at existing facilities without having to also install devices to restrict pollution. Enforcement of the rules has been inconsistent and confusing, many plant owners have complained. Confusion over the implementation of the rules was cited as a problem by a judge in a recent lawsuit the agency brought. The suit nonethless resulted in a ruling in favor of the EPA. They also say it has led them to forego maintenance and modifications for enhanced efficiency on older facilities that they might otherwise undertake.

According to New Hampshire's Heed, "EPA has created a loophole that attempts to legalize what the Clean Air Act prohibits - increased air pollution from outdated industrial equipment. What this rule means for New Hampshire is more air pollution from upwind power plants, refineries and other industries that can avoid modern pollution controls." The rules apply to 17,000 facilities nationally, and could represent significant savings due to companies' ability to avoid additional investment under new source review, in the billions of dollars.
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