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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

Proposed New York Underground Transmission Line Appears Dead

LCG, January 4, 2005--Conjunction LLC's proposal to the New York Power Authority (NYPA) to install a 125-mile, underground electric transmission line from the Athens Generating Station into New York City via the New York State Thruway is apparently no longer under consideration, according to Conjunction LLC Chief Executive Officer Steve Mitnick. Conjunction believes NYPA has turned its attention towards another transmission proposal submitted by PSE&G.

The transmission line proposal is in response to the planned shutdown in 2008 of a generating station in Queens. Conjunction filed its original proposal in November 2003 and filed an amended application in August 2004. The August proposal included constructing a 1,000 MW, predominately underground direct current (DC) line from NYPA's Gilboa-Leeds transmission line in Athens to the Consolidated Edison Company's Rainey substation in the Borough of Queens, New York City.

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