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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

AWEA Reports Strong Finish for U.S. Wind Projects in 2015

LCG, January 28, 2016--The American Wind Energy Association (AWEA) yesterday released its U.S. Wind Industry Fourth Quarter 2015 Market Report. AWEA reports that 8,598 MW of new electric generating capacity was installed last year, which results in a 77 percent increase over the 2014. The annual capacity installation record of 13,000 MW was set 2012. The installed capacity is now 74,472 MW.

According to AWEA, 5,001 MW of new wind farm capacity was installed in the fourth quarter alone. This is only the second time in history that over 5,000 MW of wind capacity has been installed in a single quarter. Moreover, as the new year begins, more than 9,400 MW of wind farm capacity is under construction, plus 4,900 MW in advanced stages of development. This ensures significant amounts of wind will continue to come online in the near term.

With the recent extension in December of the Production Tax Credit (PTC) for five more years, the near-term policy should encourage continued development and construction of wind farms.

AWEA's report also highlighted the geographic expansion of wind farms, with New Mexico becoming the 17th state to exceed 1,000 MW of installed capacity and Connecticut becoming the 40th state with utility-scale wind energy. Texas retains its leadership position, with 17,700 MW of installed capacity, and Iowa moved into the number two position, with over 6,000 MW of installed capacity.

AWEA noted the growing trend of large energy consumers, like General Motors, Procter & Gamble and Google, directly purchasing wind power from new projects. In the fourth quarter of 2015, approximately 75 percent of the new MW contracted through power purchase agreements (PPA) came from such non-utility buyers.
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