Meta Locks 20-Year Nuclear Deals to Power AI Data Centers
Meta announced on Jan. 9 that it has signed a suite of long-term nuclear energy agreements to supply its expanding artificial intelligence infrastructure, securing rights to as much as 6.6 gigawatts of nuclear-sourced electricity by 2035. The deals, combining 20-year power purchase agreements, reactor uprates and early funding for advanced reactors, mark one of the largest corporate commitments to U.S. nuclear capacity and aim to deliver firm, carbon-free baseload power for data centers such as the Prometheus supercluster.
Meta Platforms said it had sealed agreements with Vistra, TerraPower and Oklo that together could give the company rights to as much as 6.6 GW of nuclear capacity by 2035, a step the company framed as essential to fueling its rapidly growing artificial-intelligence operations. The package, announced Jan. 9, includes traditional 20-year power purchase agreements, financing to extend and expand existing reactors, and prepayments and early procurement funding to accelerate first-of-a-kind advanced reactors.
Under the Vistra arrangements, Meta will purchase more than 2.1 GW of energy tied to Vistra’s U.S. nuclear fleet and planned expansions. The purchases are linked to the Perry and Davis-Besse plants in Ohio and the Beaver Valley facility near Pittsburgh, with Meta’s support intended to help finance uprates and lengthen operating lifespans at the Ohio units and at least one Beaver Valley reactor. The Ohio units are licensed to run through at least 2036, while the Beaver Valley unit cited in the deal holds a license through 2047.
Meta’s agreement with TerraPower backs the company’s Natrium advanced reactor technology. The deal provides support for two Natrium units capable of producing up to 690 MW of firm power with delivery described as possible “as early as 2032.” The arrangement also grants Meta rights to energy from up to six additional Natrium units, collectively capable of producing about 2.1 GW and targeted for delivery by 2035.
The partnership with Oklo will help advance a scaleable Oklo power campus in Pike County, Ohio, that the company says can expand to roughly 1.2 GW. Meta’s commitment is structured to prepay power and provide early funding to increase project certainty, secure nuclear fuel and advance Phase 1 development; Oklo’s campus could begin producing power as early as 2030. Oklo counts OpenAI CEO Sam Altman among its largest investors.
Meta said the procurements followed a request-for-proposals launched in December 2024 and were intended to secure firm, carbon-free baseload and dispatchable power for its AI data centers, including Prometheus, a 1-GW supercluster being built in New Albany, Ohio and anticipated to come online in 2026. The company also pointed to job creation, estimating thousands of construction positions and hundreds of long-term operational roles tied to the projects.
The package follows a June agreement in which Meta contracted for nuclear power from the Clinton Clean Energy Center, bringing the company’s nuclear portfolio to a scale rarely seen among corporate buyers. Financial terms of the new deals were not disclosed.
The announcements carry immediate market signals and longer-term implications. Shares of Vistra and Oklo rose sharply in premarket trading following the disclosure, with Oklo posting a near-20 percent gain and Vistra rising roughly 8 percent. Strategically, the commitments underscore how hyperscale compute demands are reshaping energy procurement, concentrating large, predictable loads on firm low-carbon resources. At the same time the projects face familiar constraints: regulatory licensing, construction and supply-chain timelines for new reactor technologies, and local permitting and community consent processes. As companies link advanced computing to long-lived energy assets, the deals highlight emerging tensions between rapid technological expansion, energy system resilience and public oversight.
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