Meta Platforms has announced historic contracts with Vistra, TerraPower, and Oklo, marking a major shift in corporate energy procurement. By securing up to 6.6 gigawatts, equal to the output of six large reactors, Meta is creating a "firm" power model for its 1-gigawatt Prometheus supercluster.
This strategy bypasses the ups and downs of solar and wind, providing 24/7 steady electricity required for generative AI. Ultimately, these contracts revitalize the U.S. nuclear supply chain while insulating ratepayers from the surging costs of tech infrastructure.
The agreements involve a mix of existing and future energy sources. Meta signed a 20-year contract with Vistra to purchase 2,600 megawatts from operational plants in Ohio and Pennsylvania. Additionally, the company is funding the development of eight Natrium units with TerraPower and a 1.2 GW nuclear campus with Oklo, specifically to support the PJM grid region.
Meta Chief Global Affairs Officer Joel Kaplan stated that nuclear energy is essential for securing global leadership in AI innovation. Unlike intermittent solar or wind, nuclear provides stable, "always-on" baseload power. This Meta clean energy strategy effectively revitalizes aging infrastructure while accelerating the deployment of small modular reactors (SMRs) to create a more resilient national electric grid.
These Meta nuclear power deals offer energy providers the financial confidence to invest in long-term upgrades. For example, the agreement includes 433 MW of "uprates," which are technical improvements that increase the output of existing reactors. These investments make sure Meta's data center power stays carbon-free while also supporting thousands of high-paying, skilled jobs across the United States.
The current Meta nuclear energy deals represent a significant evolution compared to previous sporadic solar and wind investments. By securing 24/7 firm power, the company fully supports its high-density "Prometheus" AI supercluster while avoiding the fluctuations of weather-dependent sources.
This transition to modular SMR technology provides better scalability than traditional energy models. As a result, Meta has evolved from a regular energy consumer into a key supporter of national energy independence and advanced, carbon-free power technology.
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