TL;DR
Meta announced agreements with Oklo, TerraPower and Vistra to support new and existing nuclear projects that will supply electricity to grids serving its data centers. The deals are intended to add as much as 6.6 GW of clean, firm power by 2035, support advanced reactor development, and extend output at operating plants.
What happened
Meta said it has reached agreements with three nuclear companies—Oklo, TerraPower and Vistra—after a formal RFP process aimed at adding clean, reliable electricity to grids that serve its data centers. The TerraPower deal funds development of Natrium reactor units, including two new units capable of up to 690 MW of firm power with deliveries possible from 2032, and rights to energy from up to six additional units targeted by 2035. The Oklo partnership supports a new advanced reactor campus in Pike County, Ohio, potentially online as early as 2030 and adding up to 1.2 GW to the PJM market. Meta’s agreement with Vistra covers 20-year purchases that extend operations and support uprates at Perry, Davis-Besse and Beaver Valley, with an expected 433 MW of uprate capacity arriving in the early 2030s. Meta says the package could enable thousands of construction jobs, hundreds of long-term positions and up to 6.6 GW of new and existing clean energy by 2035.
Why it matters
- Adds firm, low-carbon electricity capacity that Meta says will support its AI infrastructure and data centers.
- Aims to preserve and extend operations at existing nuclear plants while accelerating new reactor technologies.
- Intended to support thousands of construction jobs and hundreds of long-term operational roles in affected communities.
- Targets reinforcement of the PJM regional grid that supplies power to Meta facilities in Ohio and Pennsylvania.
- May bolster the domestic nuclear supply chain and private investment in advanced reactor projects.
Key facts
- Companies involved: Oklo, TerraPower and Vistra; agreements followed Meta’s nuclear RFP process.
- Meta projects these initiatives could contribute up to 6.6 GW of new and existing clean energy by 2035.
- TerraPower: funding for two Natrium units (up to 690 MW firm power) with delivery as early as 2032, plus rights for energy from up to six additional Natrium units targeted for 2035.
- Oklo: development of an advanced nuclear campus in Pike County, Ohio, potentially online as early as 2030 and adding up to 1.2 GW to the PJM market.
- Vistra: additional 20-year purchases to support Perry and Davis-Besse in Ohio and Beaver Valley in Pennsylvania, including uprates totaling about 433 MW expected in the early 2030s.
- Meta says the projects will deliver power to grids that support its operations, including the Prometheus supercluster in New Albany, Ohio.
- Meta asserts it pays the full costs for energy used by its data centers so consumer electricity bills are not charged for these purchases.
- Meta described the agreements as among its largest supports for advanced nuclear and as part of a broader portfolio that has added nearly 28 GW of energy across 27 states over the past decade.
What to watch next
- TerraPower’s Natrium delivery schedule and any further regulatory or construction milestones toward the 2032 target.
- Progress on Oklo’s Pike County project toward a potential 2030 online date, plus permitting and financing developments.
- Vistra’s implementation of uprates at Perry, Davis-Besse and Beaver Valley and the timing of the expected early-2030s capacity increases.
- How these projects integrate with the PJM grid and the degree to which they support Meta’s Prometheus supercluster operations.
Quick glossary
- Natrium: A reactor design developed by TerraPower that pairs a sodium-cooled fast reactor with thermal energy storage to deliver flexible, firm power.
- Uprate: Engineering changes or upgrades that increase a power plant’s electricity output above its previous authorized capacity.
- Baseload power: Consistent, always-available electricity supply that can meet minimum demand levels on an electrical grid.
- Advanced nuclear reactor: A next-generation nuclear power plant design intended to improve safety, efficiency, or flexibility compared with traditional reactors.
- PJM: A regional transmission organization that coordinates the movement of wholesale electricity in parts of the U.S. including Ohio and Pennsylvania.
Reader FAQ
Which companies did Meta sign agreements with?
Meta announced agreements with Oklo, TerraPower and Vistra.
How much energy capacity could these projects add and by when?
Meta projects up to 6.6 GW of new and existing clean energy supported by these agreements by 2035.
When will the new reactors or uprates come online?
TerraPower cited delivery of two Natrium units as early as 2032 and rights to additional units by 2035; Oklo’s campus may come online as early as 2030; Vistra’s uprates are expected in the early 2030s.
Will local consumers pay for the energy Meta procures?
Meta says it pays the full costs for energy used by its data centers so consumers do not bear these expenses.
At Meta, we’re focused on building personal superintelligence for everyone, and delivering the app experiences and computing devices that will improve the lives of billions of people around the world….
Sources
- Meta announces nuclear energy projects
- Meta inks nuclear deals for up to 6.6 GW from Oklo, Vistra, …
- Meta announces 'landmark' agreements for new nuclear
- Meta makes nuclear reactor history with 6.6 GW energy …
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