Meta Platforms announced agreements with three nuclear energy providers on January 9, 2026, to secure up to 6.6 gigawatts of nuclear power by 2035. The deals involve Vistra Corp., TerraPower, and Oklo, and aim to support Meta's artificial intelligence data centers, including the Prometheus AI supercluster. The announcements build on Meta's prior clean energy investments, according to the company's official blog.
Deal Breakdown
Meta signed 20-year power purchase agreements with Vistra for 2,176 megawatts from the operating Perry and Davis-Besse nuclear plants in Ohio, according to Vistra's investor release. The agreements also cover 433 megawatts from uprates at those plants and the Beaver Valley plant in Pennsylvania, totaling 2,609 megawatts online by 2034.
TerraPower's agreement includes funding for up to eight Natrium sodium fast reactors, according to TerraPower's statements. This encompasses two initial units providing 690 megawatts of firm power, with delivery possible as early as 2032, and rights to six more units for 2.1 gigawatts by 2035. The setup offers 2.8 gigawatts of baseload power plus 1.2 gigawatts of storage, totaling up to 4 gigawatts of dispatchable capacity.
Oklo's deal supports development of a scalable Aurora powerhouse facility targeting 1.2 gigawatts by 2034, according to Oklo and Meta announcements. Pre-construction starts in 2026, with the first phase online by 2030.
The plants involved include:
- Perry in Ohio, with a license extended to 2046.
- Davis-Besse in Ohio, licensed to 2037.
- Beaver Valley Units 1 and 2 in Pennsylvania, licensed to 2036 and 2047, respectively.
These facilities provide baseload carbon-free power to the PJM grid, where Meta secures rights but does not take power off-grid, according to sources including World Nuclear News and Vistra.
"Fast-forward to today and we're investing in expanding these same plants, and thanks to our dedicated employees and a committed partner like Meta, this fleet will continue to provide reliable, carbon-free energy to power the grid of the future," said Stacey Doré, Vistra's chief strategy and sustainability officer, in a statement.
Background and Context
The deals follow Meta's December 2024 request for proposals on nuclear energy, according to Meta's blog. They revive plants previously headed for retirement before Vistra acquired them around 2023-2024, enabling license renewals and uprates, sources including the American Nuclear Society reported.
Meta has added nearly 28 gigawatts of new energy across 27 states over the past decade through clean energy investments, the company stated. The shift to nuclear addresses surging demand from AI data centers, which strain grids with intermittent renewables insufficient for 24/7 needs, according to industry analyses in NucNet and Fierce Network.
Broader trends show tech companies driving a nuclear revival via power purchase agreements and funding for small modular reactors and advanced technologies, as noted in Public Power and Greenberg Traurig releases. This counters retirement risks for existing plants, similar to Constellation's Clinton plant saved by a 2025 agreement.
Officials supported the deals, including Pennsylvania Gov. Josh Shapiro and U.S. Sens. Bernie Moreno of Ohio and Dave McCormick of Pennsylvania, according to Meta's announcement.
"This is a unique and exciting collaboration... Importantly, this commitment from Meta provides Vistra the certainty needed to invest in these plants and communities and bring new nuclear generation online for the grid - through uprates at our existing plants," said Jim Burke, Vistra's president and CEO, in the investor release.
Implications for Grid and AI
The agreements benefit the grid by keeping power online and advancing advanced nuclear technology, consensus across sources including World Nuclear News indicated. They address AI-driven electricity demand, aligning with U.S. efforts to maintain energy leadership amid rising needs from hyperscalers.
Nuclear uprates at the plants add at least 15% new capacity in the PJM region, Vistra reported. TerraPower's Natrium reactors each provide 345 megawatts of baseload per unit and 500 megawatts of storage for more than five hours, enabling a dual-unit setup of 690 megawatts firm and 1 gigawatt dispatchable, according to TerraPower.
Oklo's Aurora uses scalable fast reactors, targeting deployment in the U.S., sources said. The deals do not specify exact funding amounts from Meta, though they involve support for development.
"For more than a decade, we've worked with innovative partners to back clean energy projects that support the grid - adding nearly 28 GW of new energy to grids across 27 states," Meta stated in its blog post.
Outlook and Next Steps
Deliveries begin late 2026 under Vistra's agreements, reaching full capacity by 2034, according to Vistra. TerraPower targets initial units in 2032, with expansion by 2035, the company said. Oklo plans pre-construction in 2026, first phase by 2030, and full 1.2 gigawatts by 2034.
Regulatory milestones for new reactors have cleared key hurdles, TerraPower reported, though full impacts on Meta's Prometheus supercluster remain unclear. Sites for TerraPower's Natrium and Oklo's Aurora facilities stay unspecified beyond U.S. locations.
"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," said Chris Levesque, TerraPower's president and CEO, in a statement.
The deals position nuclear as a blueprint for hyperscaler energy strategies, sources including NucNet suggested, amid ongoing policy support for clean energy laws in states like Illinois.