Meta Goes All-In on Nuclear Power for AI Growth

Meta

Meta Platforms (NASDAQ:META) is taking a bold leap to secure the future of its artificial intelligence ambitions. As AI compute demands skyrocket, the company has unveiled a comprehensive strategy centered around nuclear-powered AI data centers—a move that could redefine the clean-energy landscape for Big Tech. Meta recently announced three major nuclear energy agreements with TerraPower, Oklo (NYSE:OKLO), and Vistra (NYSE:VST), securing enough electricity to power the equivalent of 5 million homes.

These long-term partnerships will supply energy to Meta’s upcoming Prometheus campus, a massive 1-gigawatt AI data center cluster being built in New Albany, Ohio. Introduced in July, the Prometheus facility is expected to go online later this year and will become one of Meta’s most energy-intensive hubs as its AI ecosystem expands.

With data center power usage becoming one of the most urgent issues in tech, Meta’s move signals a major structural shift toward nuclear—one of the few scalable, carbon-free energy sources capable of powering AI at industrial levels.


Why Meta Is Betting Big on Nuclear Energy

Meta’s new agreements are projected to support 6.6 gigawatts of clean, reliable power by 2035. To put that in perspective, a single gigawatt can power roughly 750,000 households. For Meta, which is rapidly scaling its AI training and inference capabilities, this level of energy security is critical.

In a statement announcing the deals, Meta emphasized that these projects will strengthen America’s nuclear supply chain, create new high-value jobs, and stabilize grid reliability—an increasingly important factor as AI stresses utility networks nationwide.

This push for nuclear-powered AI data centers reflects an industry reality: AI workloads are energy-hungry. As large language models, generative AI, and machine learning operations evolve, so does the need for 24/7, low-carbon baseload power—making nuclear energy an ideal match.


Inside Meta’s Three Major Nuclear Partnerships

TerraPower Deal: Next-Gen Natrium Reactors

Meta’s partnership with TerraPower—co-founded by Bill Gates—will support the development of two new Natrium advanced reactors capable of producing up to 690 megawatts of firm power as early as 2032. The agreement also gives Meta rights to energy from six additional Natrium units, amounting to 2.1 gigawatts of generation targeted for 2035.

These next-generation reactors combine nuclear fission with cutting-edge thermal storage, making them highly flexible—a crucial advantage for AI data centers that experience variable compute loads.

Vistra Deal: Massive Power from Existing Nuclear Plants

Meta also reached a large-scale agreement with Vistra (NYSE:VST) to buy over 2.1 gigawatts of energy from its operating nuclear plants in Ohio. This includes existing output and upcoming expansions at two facilities in the state, along with additional energy from a third Vistra plant in Pennsylvania.

By tapping into Vistra’s already-running nuclear fleet, Meta secures near-term clean energy while it waits for newer reactors to come online.

Oklo Deal: Developing a 1.2-Gigawatt Power Campus

Meta’s agreement with Oklo (NYSE:OKLO)—a nuclear startup whose biggest backer is OpenAI CEO Sam Altman—supports the development of a 1.2-gigawatt power campus in Pike County, Ohio. This site will directly power Meta’s regional data centers, creating a dense energy ecosystem for its growing AI infrastructure.

Oklo specializes in small modular reactors (SMRs), a nuclear technology category gaining traction for its scalability and safety.


A Follow-Up to Meta’s Earlier Clean Energy Moves

These three deals follow Meta’s 2025 announcement of a 20-year clean energy agreement with Constellation Energy (NASDAQ:CEG). While that deal focused on renewable supply, the new nuclear agreements reflect the company’s recognition that AI’s energy demands require deeper, firmer power solutions.

The shift toward nuclear-powered AI data centers places Meta at the forefront of a broader industry trend. With rivals like Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), and Amazon (NASDAQ:AMZN) expanding their AI infrastructure, energy constraints have become one of the defining bottlenecks in the AI revolution.

Meta’s nuclear strategy may soon become a blueprint for the rest of Big Tech.


What This Means for the Future of AI Infrastructure

Meta’s long-term investments underscore a new reality for the AI economy: data centers of the future will need enormous amounts of stable, low-carbon power. Nuclear energy—once sidelined—may become the backbone of global AI expansion.

If Meta succeeds, its nuclear-powered AI data centers could become a competitive advantage, lowering operational risk while ensuring energy availability for increasingly complex AI workloads.

And with 6.6 gigawatts of nuclear energy secured through 2035, Meta is positioning itself not just as a social media company—but as a next-generation infrastructure powerhouse.

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About the author: Stephanie Bédard-Châteauneuf has over seven years of experience writing financial content for various websites. Over the years, Stephanie has covered various industries, with a primary focus on tech stocks, consumer stocks, market news, and personal finance. She has an MBA in finance.