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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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LCG NEWS

LCG Unveils 2nd Edition of 2025 ERCOT Electricity Market Outlook (3/20/2025)

LCG, March 20, 2025 – LCG Consulting (LCG) has released a second edition of its annual outlook of the ERCOT wholesale electricity market for 2025, highlighting the region's rapid transition toward increased reliance on renewable energy resources and battery storage.
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Previous LCG News

LCG Unveils 2nd Edition of 2025 ERCOT Electricity Market Outlook (3/20/2025)
LCG Publishes 2024 Annual Outlook for Texas Electricity Market (ERCOT) (10/10/2023)
As Texas Wind and Solar Capacity Increase, Energy Curtailments are also likely to Rise (7/13/2023)
LCG 2023 Annual Outlook for Texas Electricity Market (See updated Outlook here) (7/11/2022)
LCG Publishes 2022 Annual Outlook for Texas Electricity Market (ERCOT) (2/8/2022)
NorthRenew Energy's Mesquite Sky Wind Project Commences Construction (1/26/2021)
Tokyo-based Electric Power Subsidiary partners with AP Solar in 400 MW Texas Solar Project (8/6/2020)
Texas Solar Project Sold to CIP (7/31/2020)
NorthRenew Energy achieved financial close for TG East Wind Project (6/18/2020)
ERCOT reviewed Frio County Transmission Project (6/18/2020)
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