Meta has locked in a massive boost to its power supply, announcing deals with three nuclear energy providers, Vistra, Oklo, and TerraPower, to secure up to 6.6 gigawatts of carbon-free electricity by 2035, fueling the company’s surging AI data center demands.
The agreements, unveiled on Friday, stem from Meta’s December 2024 request for proposals targeting 1 to 4 gigawatts of new nuclear capacity in the early 2030s, focused on the PJM grid region spanning the Mid-Atlantic and Midwest where data centers are proliferating. Financial terms weren’t disclosed, but the pacts are set to support upgrades at existing plants and the development of advanced small modular reactors (SMRs), adding reliable baseload power to the grid.
With Vistra, Meta inked 20-year power purchase agreements for more than 2.6 gigawatts from three nuclear facilities: the 1,268-megawatt Perry plant and 908-megawatt Davis-Besse plant in Ohio, plus upgrades at those sites and Pennsylvania’s 1,872-megawatt Beaver Valley plant that will add 433 megawatts of incremental capacity by the early 2030s. Purchases kick off in late 2026, with the full capacity online by 2034, extending plant lifespans and creating thousands of jobs in Ohio and Pennsylvania.
Meta’s pact with Oklo will back the development of up to 1.2 gigawatts from a campus of Aurora SMRs in Pike County, Ohio, with pre-construction starting this year and the first phase potentially online as early as 2030, scaling to full capacity by 2034. Oklo, which went public via SPAC in 2023, will use Meta’s prepayments for fuel procurement and site work at the former Portsmouth Gaseous Diffusion Plant site.
Meanwhile, the deal with TerraPower, co-founded by Bill Gates, funds two Natrium sodium-cooled fast reactors delivering 690 megawatts as early as 2032, with options for six more units totaling 2.8 gigawatts of baseload power plus 1.2 gigawatts of molten salt thermal storage for peak boosts up to 4 gigawatts. TerraPower’s first Natrium plant is under construction in Wyoming, aiming for commercial operation in 2031.
“Our agreements with Vistra, TerraPower, Oklo, and Constellation make Meta one of the most significant corporate purchasers of nuclear energy in American history,” said Joel Kaplan, Meta’s chief global affairs officer. “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.”
Jacob DeWitte, Oklo’s co-founder and CEO, added that the support will enable “early procurement and development,” while TerraPower President and CEO Chris Levesque noted the agreement will accelerate rapid reactor deployment.
The moves come as Meta ramps up its Prometheus AI supercluster and other data centers, where AI workloads demand constant, high-density power that renewables alone can’t always deliver. This builds on Meta’s June 2025 deal with Constellation to sustain the 1,121-megawatt Clinton plant in Illinois through a 20-year PPA, including a 30-megawatt uprate.
Meta isn’t alone in the nuclear rush; rivals like Microsoft have struck deals with Constellation to restart Three Mile Island, while Amazon and Google are pursuing SMR projects with Talen Energy and Kairos Power, respectively. The tech sector’s pivot to nuclear underscores a broader resurgence, with SMRs promising faster builds and lower costs, TerraPower eyeing $50-60 per megawatt-hour, Oklo $80-130, though first-of-a-kind plants carry higher risks and regulatory hurdles.
As AI drives unprecedented U.S. power demand for the first time in decades, these pacts could reshape the energy landscape, blending Big Tech’s deep pockets with nuclear innovation to deliver clean, round-the-clock juice, but success hinges on navigating permitting, supply chains, and public acceptance.
