• Meta’s agreements with Vistra, TerraPower, and Oklo could unlock up to 6.6 GW of nuclear capacity by 2035, linking corporate energy procurement directly to AI expansion.
• Deals include 20 year power purchases, reactor development funding, and extensions of existing US nuclear plants, reinforcing grid reliability and domestic supply chains.
• The strategy highlights a growing governance trend where Big Tech capital accelerates advanced nuclear deployment to meet rising electricity demand.

Meta has unveiled a sweeping set of nuclear energy agreements aimed at powering the next wave of artificial intelligence infrastructure, committing to partnerships that extend the life of existing reactors while financing advanced nuclear development across the United States.

The company said the deals with Vistra, TerraPower, and Oklo could support up to 6.6 GW of clean energy capacity by 2035, positioning Meta among the largest corporate nuclear energy buyers in US history. The projects are tied closely to the company’s growing data center footprint, including the Prometheus supercluster in New Albany, Ohio, as hyperscale AI computing drives electricity demand to new levels.

“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, Chief Global Affairs Officer, Meta.

Corporate Finance Reshapes Nuclear Deployment

Unlike traditional utility-led nuclear expansion, Meta’s approach relies on long-term power agreements and early-stage capital to unlock projects that might otherwise struggle to secure financing. The company emphasized that it will cover the full cost of energy used by its data centers, framing the deals as a private sector response to surging electricity needs.

Advanced nuclear developer TerraPower, backed by the agreement, said the partnership is intended to accelerate deployment timelines for its Natrium reactor design.

“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,” said Chris Levesque, TerraPower president and CEO. “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.”

The TerraPower arrangement includes funding for two new Natrium units capable of generating up to 690 MW, alongside rights to energy from additional future units that could bring total capacity to 2.8 GW.

RELATED ARTICLE: Meta Replaces Steel, Concrete with Mass Timber for Sustainable Data Center Construction

Extending Existing Reactors As Grid Insurance

A central pillar of the strategy involves prolonging the operational life of three nuclear plants owned by Vistra in Ohio and Pennsylvania. Through 20 year agreements, Meta will purchase more than 2.1 GW of power while supporting reactor uprates totaling 433 MW expected to come online in the early 2030s.

“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,” said Jim Burke, president and CEO of Vistra. “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.”

Industry observers see such corporate-backed uprates as a governance shift, where private demand stabilizes aging nuclear fleets without direct public subsidies.

Advanced Reactors And Regional Economic Stakes

Meta’s partnership with Oklo focuses on entirely new nuclear capacity in Pike County, Ohio, potentially delivering up to 1.2 GW of baseload power to the PJM grid as early as 2030. The project is expected to generate thousands of construction roles and long-term operational jobs while supporting local tax revenue.

“Meta’s funding commitment in support of early procurement and development activity is a major step in moving advanced nuclear forward,” said Jacob DeWitte, Oklo’s co-founder and CEO. “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.”

The company argues that next-generation reactors can provide stable wholesale electricity prices and reinforce domestic supply chains, a priority as policymakers seek energy security alongside climate targets.

Why AI And Nuclear Are Converging

Meta’s nuclear push reflects a broader shift across the tech sector, where AI expansion is forcing companies to secure firm, carbon-free energy sources capable of operating around the clock. Unlike intermittent renewables, nuclear power offers baseload electricity that aligns with high-intensity computing workloads.

For executives and investors, the agreements demonstrate how corporate procurement strategies are reshaping the nuclear financing landscape. By underwriting projects years before completion, technology companies are influencing energy infrastructure decisions traditionally driven by utilities and governments.

The implications extend beyond the United States. As global AI competition intensifies and electricity demand rises, similar models could emerge across Europe and Asia, tying advanced nuclear deployment directly to digital infrastructure growth and long-term climate targets.

Follow ESG News on LinkedIn