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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

Ameren Announces New Nuclear Reactor Under Consideration at Callaway

LCG, December 6, 2005--Ameren Corporation announced late last week that it is evaluating the addition of another nuclear reactor at its Callaway Plant in Missouri.

Gary Rainwater, chief executive officer and president of Ameren Corporation, made the announcement last Thursday. According to Rainwater, the new reactor would cost about $2 billion and could commence operations in 2017, at the earliest. Ameren is currently exploring options for base load power stations, and a decision is expected in the next three years. A factor that favors nuclear power is that no greenhouse gases are emitted.

The existing Callaway Plant is a Standardized Nuclear Unit Power Plant System (SNUPPS) that uses a Westinghouse four-loop pressurized water reactor and a General Electric turbine-generator. The plant, located about twenty-five miles northeast of Jefferson City, went into service December 1984 and has a net generating capacity of 1,126 MW. The site was initially developed with the idea of adding a second unit in the future.

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