Meta Platforms has signed 20‑year agreements to purchase up to 6.6 GW of nuclear power from Vistra, Oklo, and TerraPower, a move that will feed its new Prometheus AI supercluster in New Albany, Ohio. The contracts cover a mix of existing reactors and next‑generation small‑modular reactors (SMRs), with Vistra’s uprates at the Perry, Davis‑Besse, and Beaver Valley plants, Oklo’s Ohio SMR slated to deliver 1.2 GW by 2034, and TerraPower’s Natrium units expected to provide 690 MW by 2032, with rights to additional units.
Vistra’s uprates are projected to add roughly 1.5 GW of capacity by 2035, bringing the total contribution from the company to about 3.5 GW. The uprates will be achieved through incremental upgrades to existing infrastructure, allowing the reactors to operate at higher output without new construction. Oklo’s SMR, a 300‑MW modular design, will be the first commercial deployment of its technology in the United States and will provide a flexible, low‑carbon source of baseload power for Meta’s data‑center operations.
TerraPower’s Natrium reactor, a 300‑MW design that incorporates a molten‑salt heat‑transfer system, will be the first of its kind to reach commercial scale in the U.S. The 690 MW of power expected by 2032 will be supplemented by additional Natrium units that Meta has secured rights to, positioning the company to scale its power supply as AI workloads grow. Together, the three agreements will deliver the full 6.6 GW of capacity by 2035, ensuring a stable, low‑carbon energy mix for Meta’s expanding AI infrastructure.
The nuclear deals are part of Meta’s broader AI‑capex strategy, which includes a projected $600 billion of spending through 2028 and $100 billion earmarked for 2026 alone. By locking in long‑term, low‑carbon power, Meta aims to reduce operating‑cost volatility and meet its goal of 100 % clean energy for global operations by 2030. The agreements also follow a 20‑year deal with Constellation Energy signed in June 2025, underscoring Meta’s commitment to diversified, reliable power sources for its data‑center footprint.
Management emphasized the strategic importance of the deals. Joel Kaplan, Meta’s Chief Global Affairs Officer, said the partnership “will help power our AI future, strengthen America’s energy infrastructure, and provide clean, reliable electricity for everyone.” Urvi Parekh, Head of Global Energy, added that the investment “will benefit both Meta’s operations and the communities where the reactors are located.” The agreements also support the U.S. nuclear industry, creating thousands of construction jobs and hundreds of long‑term operational positions in Ohio and Pennsylvania.
Investors have responded positively to the announcements, citing the long‑term revenue certainty for the nuclear operators and the alignment with Meta’s clean‑energy commitments. The deals are expected to reinforce Meta’s competitive position in the AI market by ensuring a reliable, low‑carbon power supply for its data‑centers.
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