Meta Lines Up Nuclear Energy Deals Targeting Up To 6.6 GW To Support US AI Infrastructure

By Amit Chowdhry • Yesterday at 5:10 PM

Meta announced it has reached agreements with Oklo, TerraPower, and Vistra to support a mix of new and existing nuclear generation that could total up to 6.6 gigawatts by 2035, positioning nuclear power as a key pillar in the company’s growing electricity strategy for data centers and AI workloads.

In an announcement outlining the results of its nuclear request-for-proposals process, Meta said the arrangements are designed to add “clean, reliable, and firm” electricity to US grids, preserve continued investment in operating nuclear plants, and strengthen the nuclear fuel supply chain, alongside job creation and broader grid reliability benefits.

Meta tied the initiative directly to its expanding AI footprint, saying the projects will deliver power to the grids that support its operations, including the Prometheus “supercluster” in New Albany, Ohio. The company said it pays the full costs for energy used by its data centers and that its energy agreements are structured to support the broader grid as demand grows.

The largest new-technology commitment described in the announcement centers on TerraPower, where Meta said its agreement will fund development of two Natrium units capable of generating up to 690 megawatts of firm power, with delivery as early as 2032. Meta also said it secured rights to energy from up to six additional Natrium units, targeted for delivery by 2035, for a potential total of eight units that could provide 2.8 gigawatts of baseload generation capacity and 1.2 gigawatts of built-in storage.

Meta’s partnership with Oklo is aimed at the new generation in Ohio, where the company said an advanced nuclear technology campus planned for Pike County could come online as early as 2030. Meta said the campus is positioned to add up to 1.2 gigawatts of clean baseload power to the PJM market and support the company’s regional operations, with expectations of significant construction and long-term operations employment, as well as local and state tax revenue tied to infrastructure investment.

On the operating-fleet side, Meta said it has entered into additional 20-year nuclear energy agreements with Vistra under which Meta will purchase more than 2.1 gigawatts of energy from the Perry and Davis-Besse nuclear plants in Ohio. Meta also said the agreements support expansions through uprates at those two Ohio plants and at Vistra’s Beaver Valley nuclear plant in Pennsylvania, all of which deliver into the PJM grid region.

Meta said the uprates across the three plants total 433 megawatts of additional capacity that is expected to come online in the early 2030s, and it characterized the expansions as the largest nuclear uprates supported by a corporate customer in the United States. The company added that the agreements are intended to ensure the facilities can continue providing reliable power to the regional grid while meeting rising demand.

The announcement also referenced Meta’s prior nuclear contracting activity, including an earlier agreement that extended the life of a nuclear plant in Clinton, Illinois, by 20 years. More broadly, Meta said it has backed clean energy projects for more than a decade, adding nearly 28 gigawatts of new energy to grids across 27 states, and positioned the new nuclear commitments as an extension of planning years in advance of data-center commissioning.

Meta framed the agreements as a multi-pronged effort to support both near-term grid firmness and longer-term deployment of advanced reactors, arguing that next-generation designs can be safer and more efficiently integrated into existing grids while helping stabilize reliability and wholesale electricity prices over time.

KEY QUOTES:

“Our agreements with Vistra, TerraPower, Oklo, and Constellation make Meta one of the most significant corporate purchasers of nuclear energy in American history. State-of-the-art data centers and AI infrastructure are essential to securing America’s position as a global leader in AI. Nuclear energy will help power our AI future, strengthen our country’s energy infrastructure, and provide clean, reliable electricity for everyone. These projects are going to create thousands of skilled jobs in Ohio and Pennsylvania, add new energy to the grid, extend the life of three existing nuclear plants, and accelerate new reactor technologies.”

Joel Kaplan, Chief Global Affairs Officer, Meta

“To successfully address growing energy demand, we must deploy gigawatts of advanced nuclear energy in the 2030s. This agreement with Meta is designed to support the rapid deployment of our Natrium technology that provides the reliable, flexible, and carbon-free power our country needs. With our first Natrium plant under development, we have completed our design, established our supply chain, and cleared key regulatory milestones. These successes mean our TerraPower team is well positioned to deliver on this historic multi-unit delivery agreement.”

Chris Levesque, President and CEO, TerraPower

“Meta’s funding commitment in support of early procurement and development activity is a major step in moving advanced nuclear forward. Two years ago, Oklo shared its vision to build a new generation of advanced nuclear powerhouses in Ohio. Today, that vision is becoming a reality through the support of a multi-year effort with Meta; to deliver clean energy and create long-term, high-quality jobs in Ohio.”

Jacob DeWitte, Co-Founder and CEO, Oklo

“This is an exciting collaboration for us at Vistra. We are focused on meeting customer needs, and providing reliable, carbon-free nuclear power is something we’re proud to offer Meta. This agreement is beneficial in many ways — it powers American innovation and AI technology, while allowing us to extend the operational life of these plants, boost the capacity of the nuclear reactors to support the grid, protect existing jobs while creating new ones, and continue investing in the communities where our plants are located. Partnerships like ours are key in moving America forward in both AI and energy leadership.”

Jim Burke, President and CEO, Vistra