Meta Turns to Nuclear Power to Fuel AI Expansion

Meta is tying its artificial intelligence growth directly to nuclear energy.

Meta Platforms (META) announced agreements with multiple nuclear energy providers to secure power for its expanding AI infrastructure, underscoring how energy availability is becoming a core constraint in large-scale computing.

Key Points

• Meta signed nuclear power agreements with Vistra, Oklo, and TerraPower to support AI data centers.
• The deals could add more than 6.6 gigawatts of nuclear capacity by 2035.
• Shares of nuclear-focused partners surged, while Meta stock was little changed.

Why Is Meta Turning to Nuclear Power?

Meta said its agreements are designed to support the Prometheus supercluster, a massive AI computing system under construction in New Albany, Ohio and expected to come online in 2026.

AI data centers require continuous, high-density power. Nuclear energy provides constant, carbon-free electricity that avoids the intermittency issues associated with wind or solar generation. Meta said the projects will support both its regional data centers and long-term AI development goals.

How the Nuclear Deals Are Structured

Under the agreements, Meta will work with Vistra (VST) to extend the life and increase output of existing nuclear plants in Ohio and Pennsylvania. Vistra entered into 20-year power purchase agreements covering more than 2,600 megawatts, with additional capacity possible over time.

Meta also partnered with Oklo (OKLO) to support development of a 1.2-gigawatt nuclear campus in Pike County, Ohio. The arrangement allows Meta to prepay for power and provide funding that helps advance Oklo’s reactor development.

A separate agreement with TerraPower, a privately held nuclear developer, includes funding for reactors under development that could begin generating power in the early 2030s.

What Does This Say About AI Infrastructure?

The scale of the agreements highlights how power supply is becoming a limiting factor for AI growth. Meta said the projects should add 6.6 gigawatts of capacity by 2035—more electricity than the total demand of some U.S. states.

Other hyperscalers are facing similar constraints. Meta, Amazon, and Google previously signed a pledge supporting the tripling of global nuclear energy production by 2050, reflecting growing industry alignment around nuclear power as AI workloads expand.

What It Means for Investors

For Meta, the agreements provide long-term energy visibility for AI infrastructure that will take years to fully build and deploy. While the financial terms were not disclosed, the company emphasized reliability and scale rather than short-term cost savings.

For nuclear and utility companies, the deals offer long-duration contracts and validation from a major technology buyer. Shares of Vistra and Oklo rose sharply following the announcement, reflecting investor interest in nuclear’s role in powering AI.

At a broader level, the moves illustrate how AI investment is spilling into adjacent sectors, from utilities to advanced nuclear technology. Energy availability is increasingly shaping where and how future data centers are built.

Conclusion

Meta’s nuclear agreements signal a structural shift in how large technology companies approach energy strategy. As AI systems grow more power-intensive, access to reliable, long-term electricity is becoming just as critical as chips and data centers themselves.

FAQs

Why is Meta using nuclear power for AI?
Meta is using nuclear energy because it provides constant, carbon-free power needed to run large AI data centers without interruption.

Which companies are supplying nuclear power to Meta?
Meta signed agreements with Vistra, Oklo, and TerraPower to support existing plants and develop new nuclear capacity.

How much power could these projects generate?
The combined projects could add more than 6.6 gigawatts of nuclear capacity by 2035.

When will the nuclear-powered AI systems come online?
Meta expects its Prometheus supercluster to begin operating in 2026, with additional nuclear capacity coming online through the early 2030s.

This article was created with AI assistance and reviewed by an editor. For details, please refer to our Terms of Use.

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