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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

Progress Energy Cancels Scrubber Plans and Opts for Natural Gas Plant

LCG, August 20, 2009--Progress Energy Carolinas announced that it has terminated plans to install scrubbers to control sulfur emissions on the Sutton Plant, a coal-fired power plant located in North Carolina, in order to meet state air quality regulations.

The new plan is to retire three coal-fired units, with a combined electric generating capacity of 397 MW, that are located at the H.F. Lee Plant and to construct a new, 950-MW facility fueled by natural gas at the adjacent Wayne County Energy Complex.

The switch from old, coal-fired units to a new, combined-cyle facility burning natural gas will enable the utility to reduce overall emissions, including carbon, sulfur and mercury, in order to achieve compliance with state emission reduction limits.

On Tuesday, the company filed for a Certificate of Public Convenience and Necessity (CPCN) from the North Carolina Utilities Commission, under new laws approved last month. The project cost is estimated to be approximately $900 million, and the new facility is scheduled to commence operations in early 2013.

Related new infrastructure includes upgrades to the electric transmission system and a natural gas pipeline.
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