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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

Texas ALJ Recommends Rejecting SWEPCO's Proposed Coal-fired Power Plant

LCG, January 23, 2008--An administrative law judge (ALJ) earlier this week concurred with Texas Industrial Energy Consumers and with the staff of the Texas Public Utility Commission and recommended to the Commission to deny the application for a certificate of convenience and necessity to build the John W. Turk Jr. Power Plant proposed by Southwestern Electric Power Company (SWEPCO). The judge stated that "SWEPCO failed to prove that there is a need for the plant." The Commission is scheduled to consider the recommendation on February 22.

SWEPCO proposed to construct a 600-MW, coal-fired plant in Hempstead County, Arkansas to serve retail and wholesale customers in Arkansas, Texas and Louisiana. The estimated cost of the facility is $1.3 billion. The proposed facility will use ultra-supercritical technology and will burn sub-bituminous, Powder River Basin coal from Wyoming. The project is planned to commence operations in 2011.

The ALJ stated that because SWEPCO's serving wholesale customers is entirely voluntary, the wholesale customers' load should be excluded when determining SWEPCO's projected demand.

In a 2-1 decision last November, the Arkansas Public Service Commission (APSC) granted a Certificate of Environmental Compatibility and Public Need (CECPN) to construct the plant.
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