Meta has announced a large-scale nuclear procurement program that could provide up to 6.6 GW of clean capacity by 2035. Partnerships with Vistra, TerraPower, and Oklo include long-term power supply agreements, financing for new reactors, and extending the lifespans of existing nuclear power plants in the United States.

The deals are 20-year deals and are directly tied to the growing energy consumption of data centers, including the Prometheus supercluster in Ohio. According to company representatives, Meta could become one of the largest corporate buyers of nuclear power in US history.

Unlike traditional government nuclear energy development programs, Meta's initiative is built on a model of long-term contracts and early project financing. Together with TerraPower, the company will support the construction of two Natrium power units with a capacity of up to 690 MW, expandable to 2.8 GW. Vistra has signed agreements to purchase over 2.1 GW of electricity, as well as support the modernization of reactors with a total capacity of 433 MW. The partnership with Oklo includes the construction of new advanced reactors in Ohio with a potential capacity of up to 1.2 GW by 2030.

The growth of computing loads associated with the development of artificial intelligence requires a stable, 24/7 energy supply. Unlike wind and solar, nuclear generation provides baseload power and predictable prices. For investors and regulators, this model represents a shift: private demand from large tech companies is becoming the driver of nuclear infrastructure modernization. Similar schemes could potentially spread beyond the US—to Europe and Asia—where AI competition is increasing pressure on energy systems.

Meta's strategy represents a new phase in energy governance, in which corporate investments directly shape the future of energy and digital infrastructure.