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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

Colorado Pursues Wind Power

LCG, August 24, 2004--Last week Xcel Energy received approval from the Colorado Public Utilities Commission to add at least 500 MW of wind capacity to its energy portfolio by 2006. The Xcel wind plan is contingent upon Congress extending the production tax credit this year.

It was also announced last week by the Colorado Secretary of State that the Colorado Renewable Energy Initiative had gathered enough signatures to place the initiative on the ballot. The initiative, opposed by Xcel, would require electricity providers serving more than 40,000 customers to use 10 percent or more of power from renewable sources by 2015.

In spite of delays in the extension of the production tax credit, wind power and renewables are gaining momentum as sixteen states and a number of municipalities set long-term renewables goals that require a significant portion of energy be supplied by renewables. For example, California's Renewable Portfolio Standard (RPS) requires 20 percent of the energy the Investor-Owned Utilities deliver to their customers to come from renewable resources by the year 2017. To pursue these goals, both San Diego Electric & Gas and Los Angeles Department of Water and Power issued Requests for Proposals (RFPs) for renewables last month.

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