Meta Platforms has announced a sweeping plan to secure over 6.6 gigawatts (GW) of clean, round-the-clock nuclear power through partnerships with Vistra, Oklo, and TerraPower, marking one of the largest corporate nuclear energy procurements in U.S. history.
The move underscores Meta’s push to fuel its growing AI infrastructure and data center expansion while keeping emissions in check.
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TL; DR
- Meta signs long-term nuclear power deals with Vistra, Oklo, and TerraPower.
- Total capacity exceeds 6.6 GW, powering Meta’s AI supercomputing and data centers.
- Vistra to supply existing plant output; Oklo and TerraPower to build next-generation reactors.
- Projects reinforce Meta’s clean energy strategy and the U.S. nuclear supply chain.
Meta Bets Big On Clean, Firm Energy
Meta’s new energy strategy aims to deliver stable, zero-carbon power for its upcoming Prometheus supercomputing cluster and AI-focused data centers. With AI workloads consuming increasing amounts of electricity, the company is seeking baseload power that complements its solar and wind investments.
In a statement to Fox Business, Joel Kaplan, Meta’s Vice President of Global Affairs, said, “We’re really excited about this opportunity to partner and to bring these big energy investments in new nuclear power, up to 6.6 gigawatts by 2035.”
He added that the initiative strengthens Meta’s long-term goal of aligning sustainability with innovation.
Meta’s corporate release noted that the projects will “add reliable and firm power to the grid, reinforce America’s nuclear supply chain, and support new and existing jobs.”
Vistra, Oklo, and TerraPower Power Up
Under the new agreements, Vistra Corp. will supply electricity from its Perry and Davis-Besse nuclear plants in Ohio and the Beaver Valley plant in Pennsylvania.
These 20-year contracts include plant life extensions and modernization investments. Vistra CEO Jim Burke said, “Meta’s commitment demonstrates how corporate partnerships can accelerate clean energy deployment while supporting reliability.”
Oklo Inc., a pioneer in small modular reactor (SMR) technology, will deliver around 1.2 GW of capacity from its planned Ohio facility by 2030.
CEO Jacob DeWitte called the agreement “a major milestone for advanced fission,” adding that it “shows commercial partners are ready to lead, not wait, in building the next generation of nuclear energy.”
TerraPower, founded by Bill Gates, will supply up to 2.1 GW through its Natrium reactors slated for completion between 2032 and 2035.
CEO Chris Levesque explained, “The Natrium design gives us the ability to match energy output to fluctuating demand, which is ideal for powering data centers and AI systems.”
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A New Era Of Energy For AI
Industry analysts note that Meta’s move reflects a broader reality: AI development is now as dependent on energy infrastructure as it is on compute capacity. The new nuclear projects, particularly small modular reactors, promise firm, flexible, and low-carbon electricity, helping Meta stabilize its power footprint while maintaining sustainability commitments.
“Operators that proactively align with generation assets will be the ones able to get projects up and running on competitive timelines,” noted a report from Dell’Oro Group, describing energy partnerships as integral to the hyperscaler model.
Market Reaction And Impact
The announcement immediately boosted energy markets. Oklo’s stock rose by nearly 20 percent, and Vistra’s climbed 8 percent in early trading. Investors viewed Meta’s long-term nuclear commitment as validation of nuclear’s role in future AI infrastructure and a sign that major corporations may soon follow suit.
The initiative also supports thousands of U.S. jobs across nuclear construction and operations and is expected to revitalize the domestic nuclear supply chain, which has been stagnant for over a decade.
The Bottom Line
Meta’s nuclear partnerships redefine how technology giants approach energy strategy.
By securing over 6 GW of nuclear capacity, the company ensures its AI future is powered by clean, firm, and scalable electricity, making energy the new cornerstone of the AI revolution.
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