Meta has acquired sufficient nuclear energy to supply electricity to five million households

Meta Secures Major Nuclear Energy Deals to Power AI Expansion

Meta has entered into a series of large-scale nuclear energy agreements to supply its rapidly growing artificial intelligence data centers, positioning the company as one of the most prominent corporate purchasers of nuclear power in the United States.

Announced on Friday, these contracts are expected to provide over 6 gigawatts of electricity—enough to meet the needs of a city with approximately 5 million residents, according to Meta’s official announcement.

The company has committed to 20-year power purchase agreements with three Vistra-owned nuclear facilities located in Ohio and Pennsylvania. In addition, Meta is collaborating with nuclear innovators Oklo and TerraPower—the latter backed by Bill Gates—to support the development of new reactors that could become operational later this decade.

These initiatives are intended to guarantee a stable, long-term supply of low-carbon electricity as Meta expands its data infrastructure to accommodate advanced AI technologies.

Details of the Nuclear Partnerships

• Through the Vistra agreements, Meta will source energy from the Perry and Davis-Besse plants in Ohio, as well as the Beaver Valley facility in Pennsylvania.
• The partnerships with Oklo and TerraPower focus on constructing smaller, next-generation reactors, which are expected to add hundreds of megawatts to Meta’s energy portfolio in the future.

While Meta has not revealed the financial specifics of these deals, the market responded favorably—shares of Oklo and Vistra both surged by more than 13% on Friday morning.

Building on Previous Nuclear Commitments

This move follows Meta’s earlier agreement with Constellation Energy, which helped secure the future of the Clinton Clean Energy Center in Illinois by providing a long-term buyer for its output. That contract played a crucial role in keeping the plant operational.

According to Joel Kaplan, Meta’s Chief Global Affairs Officer, these combined agreements will make Meta “one of the most significant corporate purchasers of nuclear energy in American history.”

Nuclear Power: A Solution for AI’s Energy Demands

The decision highlights the broader challenges faced by large technology companies as they seek reliable, sustainable energy sources to power increasingly complex AI data centers while also meeting climate goals and reducing pressure on the electrical grid. Nuclear energy, with its steady output and minimal emissions, is becoming a vital part of this strategy.

Urvi Parekh, Meta’s Head of Global Energy, emphasized, “We are investing in nuclear energy because it offers clean, dependable power that is crucial for advancing our AI initiatives and reinforcing America’s leadership in energy innovation.”

Other major tech firms, including Google and Microsoft, are also exploring nuclear options to secure the carbon-free energy necessary for the rapid expansion of AI infrastructure. Although nuclear facilities require significant investment and time to develop, their ability to provide consistent power makes them an appealing choice as the demand for AI computing continues to soar.