Meta signs nuclear deals to power the next generation of AI

Meta revealed on Friday that it has signed agreements with three US nuclear energy companies as it aims to secure energy resources to power its expanding AI infrastructure.

The tech giant inked agreements with retail electricity and power generation company Vistra, nuclear technology company TerraPower, and Sam Altman-backed nuclear technology startup Oklo.

“Our agreements with Vistra, TerraPower, Oklo, and Constellation make Meta one of the most significant corporate purchasers of nuclear energy in American history. State-of-the-art data centers and AI infrastructure are essential to securing America’s position as a global leader in AI,” said Joel Kaplan, Chief Global Affairs Officer at Meta.

Kaplan added that the projects will create thousands of skilled jobs in Ohio and Pennsylvania, add new energy to the grid, extend the life of three existing nuclear plants, and accelerate new reactor technologies.

Under the agreement with Vistra, Meta will buy more than 2.1 GW of energy from its two nuclear power plants that are already operating in Ohio. This is on top of the additional capacity from power uprates at each of them, totaling 433 MW across the two Ohio plants and a third Vistra nuclear plant in Pennsylvania, Beaver Valley, which should come online in the early 2030s.

The deal with TerraPower aims to support the development of two new Natrium® units that can generate up to 690 MW of firm power. The delivery is anticipated as early as 2032. Under the agreement, Meta will also gain rights for energy from up to six other Natrium units capable of producing 2.1 GW and targeted for delivery by 2035, the company said.

Meta’s agreement with Oklo will focus on the development of “entirely new nuclear energy” in Pike County, Ohio, through the Aurora power plant project. The nuclear technology campus, teased for as early as 2030, is poised to add up to 1.2 GW of clean baseload power to the PJM market.

According to the Register, in 2024, Oklo announced that it had obtained “letters of intent” from two major datacenter operators to deliver atomic power for them. Altman stepped down as chair of Oklo in 2025 to allow for potential energy supply deals between Oklo and OpenAI.

Nuclear power is widely seen as a way forward for AI expansion, and Meta, Amazon, Google, and Microsoft invest billions of dollars in long-term energy partnerships and infrastructure to ensure there’s “abundant energy” to power AI. Now, it all comes down to timing – and companies are racing each other to secure early access to future nuclear capacity.