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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

Southwest Power Pool Sets Wind Penetration Record of 62.13 Percent

LCG, April 4, 2018--Southwest Power Pool (SPP) achieved a record wind penetration and record renewable penetration levels in the early morning on March 31. According to SPP, the wind generation was approximately 14.5 GW, or 62.13 percent, at 1:54 a.m. Combined with nuclear output, the renewable generation resources contributed to about 64.7% of the total load.

With the record setting wind generation, the five-minute SPP North Hub real-time locational marginal prices (LMP) fell to about $2.25/MWh at 1:55 a.m. in the real-time market, while SPP South Hub LMP dropped to negative $10/MWh.

The all-time high wind generation record was set at 15,690 MW in December, serving 51 percent of total load at that time.

The prior wind record was set on March 17, when wind penetration hit as high as 60.56 percent of the total load in the early morning hours. SPP also set a wind penetration record of 58.1 percent earlier in March.


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