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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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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
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.
The agreements with Oklo and TerraPower support the next generation of American developers creating safer, advanced nuclear reactors and accelerating the development of nuclear technologies. The agreement with Vistra provides financial support for existing, operating nuclear power plants, extending the operational lifespan, and increasing energy production at the Perry and Davis-Besse plants in Ohio and the Beaver Valley plant in Pennsylvania. These projects will deliver power to the grids that support Meta's operations, including its Prometheus supercluster in New Albany, Ohio. In addition to the new agreements, Meta last year signed a major nuclear agreement with Constellation Energy.
Meta's Chief Global Affairs Officer stated, "Our agreements with Vistra, TerraPower, Oklo, and Constellation make Meta one of the most significant corporate purchasers of nuclear energy in American history. State-of-the-art data centers and AI infrastructure are essential to securing America’s position as a global leader in AI. Nuclear energy will help power our AI future, strengthen our country’s energy infrastructure, and provide clean, reliable electricity for everyone. These projects are going to create thousands of skilled jobs in Ohio and Pennsylvania, add new energy to the grid, extend the life of three existing nuclear plants, and accelerate new reactor technologies."
Meta highlighted its ongoing collaboration with electric utility companies and power providers to plan for and meet its energy needs years in advance of its data centers becoming operational. Meta stated it will pay the full costs for energy used by its data centers so consumers do not bear these expenses, and that it supports the broader grid through its energy agreements.
Meta forecasts that the demand for reliable, scalable, and clean energy will continue to rise, and that advanced nuclear technology has the potential to become a key part of the solution. Advanced nuclear reactors are designed to be safer and able to deliver reliable baseload power efficiently to the grid. Meta expects its new agreements with Oklo and TerraPower will help advance this next generation of energy technology and specifically improve the business certainty of the two nuclear companies.
Meta's agreement with TerraPower provides funding to support the development of two new Natrium® units capable of generating up to 690 MW of firm power with delivery as early as 2032. Each Natrium reactor provides 345 MW of baseload power, with built-in energy storage that can ramp up to 500 MW for over five hours. The agreement also provides Meta with rights for energy from up to six other Natrium units capable of producing 2.1 GW and targeted for delivery by 2035. At a total of eight potential units, with 2.8 GW of baseload energy generation capacity and an additional 1.2 GW of built-in storage, this agreement is Meta’s largest to support advanced nuclear technologies to date. The companies will target identification of a specific site for the initial dual reactor unit in the coming months.
TerraPower's president and CEO stated, "To successfully address growing energy demand, we must deploy gigawatts of advanced nuclear energy in the 2030s. This agreement with Meta is designed to support the rapid deployment of our Natrium technology that provides the reliable, flexible, and carbon-free power our country needs. With our first Natrium plant under development, we have completed our design, established our supply chain, and cleared key regulatory milestones. These successes mean our TerraPower team is well positioned to deliver on this historic multi-unit delivery agreement."
Meta's agreement with Oklo will advance the development of an entirely new nuclear facility in Pike County, Ohio as early as 2030. The advanced nuclear technology campus is poised to add up to 1.2 GW of clean baseload power directly into the PJM market and support our operations in the region.
The Oklo agreement sets the foundation for building multiple Oklo Aurora Powerhouse reactors, which are based on proven fast-reactor designs with inherently safe systems capable of using both fresh and repurposed fuel.
Oklo’s co-founder and CEO stated, "Meta’s funding commitment in support of early procurement and development activity is a major step in moving advanced nuclear forward. Two years ago, Oklo shared its vision to build a new generation of advanced nuclear powerhouses in Ohio. Today, that vision is becoming a reality through the support of a multi-year effort with Meta; to deliver clean energy and create long-term, high-quality jobs in Ohio."
The Meta agreement with Vistra supports extending and expanding the operations of existing nuclear power facilities, as existing nuclear power plants in the U.S. need long-term support and require ongoing investment to maintain best-in-class safety and reliability in operations. Through additional 20-year nuclear energy agreements, Meta will purchase more than 2.1 GW of energy from two operating Vistra nuclear power plants in Ohio (Perry and Davis-Besse), in addition to the energy from reactor uprates at Perry and Davis-Besse and a third Vistra nuclear plant in Pennsylvania (Beaver Valley). All three plants are located in and will continue to deliver power into the PJM grid region, and these expansions will be the largest nuclear uprates supported by a corporate customer in the U.S.
Meta states that its commitments ensure that these facilities can continue providing reliable power to the regional electricity grid. The new additional uprate capacity at each of them, totaling 433 MW, is expected to come online in the early 2030s — supporting the growing needs in the PJM grid region in the future. Meta states that consumers will then benefit from a larger supply of reliable, always-ready power through Meta-supported uprates to the Vistra facilities.
Vistra's president and CEO said, "This is an exciting collaboration for us at Vistra. We are focused on meeting customer needs, and providing reliable, carbon-free nuclear power is something we’re proud to offer Meta. This agreement is beneficial in many ways — it powers American innovation and AI technology, while allowing us to extend the operational life of these plants, boost the capacity of the nuclear reactors to support the grid, protect existing jobs while creating new ones, and continue investing in the communities where our plants are located. Partnerships like ours are key in moving America forward in both AI and energy leadership."
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