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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

Southwest Power Pool Granted Conditional RTO Status

LCG, Feb. 10, 2004--The Southwest Power Pool's application to be considered a regional transmisson organization was given conditional approval by the Federal Energy Regulatory Commission (FERC) today.

The power pool is spread through eight states in the Southern Great Plains, and first applied for recognition as an RTO two years ago. At that time, FERC's vision for large, regional markets was such that the SPP was considered too small to provide competition and a fair market environment.

The chairman of the FERC, Pat Wood III, said in a statement, "I am pleased that, at last, we have the opportunity to recognize the important role that the Southwest Power Pool plays in providing needed leadership for the power markets in the nation's heart." The approval was granted with corresponding requirements that an independent board, an independent market monitor, and clear daily control of transmission be set up.
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