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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

Duke Submits COL Application for New Nuclear Power Station

LCG, December 14, 2007--Duke Energy yesterday submitted a combined construction and operating license (COL) application to the Nuclear Regulatory Commission (NRC) for the William States Lee III Nuclear Station. The new generating capacity is needed to meet Duke Energy Carolina's forecast growth in electric demands.

Unlike most plans to construct nuclear reactors in the United States, Duke proposes to build the two reactors at a greenfield site, rather than to add new capacity at an existing nuclear power station. The site is located in Cherokee County, South Carolina.

Duke selected Westinghouse Electric's AP1000 design for the William States Lee III Nuclear Station. The AP1000 design incorporates passive safety features. The NRC approved the Design Certification on December 30, 2005. The proposed two units will have a combined electric generating capacity of 2,234 MW.

Duke's COL application relies upon the COL application submitted October 31, 2007 to the NRC by the Tennessee Valley Authority (TVA) and NuStart Energy, a consortium of nuclear energy companies, to build two nuclear reactors at TVA's Bellefonte site in northern Alabama. Other companies that have announced the selection of the AP1000 design as the basis for additional COL applications to construct reactors include Progress Energy, Southern Company, SCANA and Santee Cooper.
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