Meta signs nuclear power deals to supply 6.6 GW for AI data centers by 2035

Facebook parent Meta Platforms announced Friday a series of long-term nuclear energy agreements that could deliver up to 6.6 gigawatts (GW) of electricity by 2035, positioning the company as one of the largest corporate buyers of nuclear power in US history.

The deals include 20-year power purchase agreements with US nuclear operators Vistra, Oklo, and TerraPower, building on a similar agreement signed last year with Constellation Energy. Together, the projects will supply clean, firm electricity to regional grids that support Meta’s operations, including its flagship Prometheus AI data center supercluster in New Albany, Ohio.

Terms of the agreement

Under its agreement with Vistra, Meta will purchase more than 2.1 GW of electricity from three operating nuclear plants: Perry and Davis-Besse in Ohio and Beaver Valley in Pennsylvania. The contracts support reactor life extensions and major capacity uprates totaling 433 megawatts (MW), expected to come online in the early 2030s. The plants are licensed to operate through at least 2036, with one Beaver Valley reactor cleared through 2047.

Meta is also backing the development of advanced and small modular nuclear reactors (SMRs) through partnerships with TerraPower and Oklo, aiming to add new generation capacity later this decade.

TerraPower’s agreement supports two Natrium reactors capable of producing up to 690 MW by 2032, with options for power from up to six additional reactors by 2035, bringing potential capacity to 2.8 GW, plus integrated energy storage. Oklo’s project targets up to 1.2 GW of new nuclear capacity in Ohio, with first power possible as early as 2030.

No SMRs currently operate commercially in the United States, and all projects require federal approval, but Meta says factory-built designs could lower costs and speed deployment compared with traditional reactors.

Industry shift

Joel Kaplan, Meta’s chief global affairs officer, said the agreements will “make Meta one of the most significant corporate purchasers of nuclear energy in American history,” adding that reliable, carbon-free power is essential to sustaining US leadership in AI.

The move reflects a broader industry shift. Rising AI workloads are driving US electricity demand growth for the first time in two decades, prompting tech giants to lock in long-term nuclear supply. Amazon and Google have recently announced similar investments in advanced nuclear technologies.

Meta said the projects are expected to create thousands of construction jobs and hundreds of long-term operational roles, while strengthening grid reliability and supporting America’s nuclear supply chain as AI reshapes the energy landscape.

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Nathaniel Alexander Abaño

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