tech
January 9, 2026
Meta signs deals with three nuclear companies for 6-plus GW of power
Two smaller companies, Oklo and TerraPower, along with Vistra, a large energy company, just signed agreements with Meta.
TL;DR
- Meta is entering into three deals to secure nuclear power for its data centers.
- Deals include agreements with SMR startups Oklo and TerraPower, and energy company Vistra.
- Nuclear power is seen as a stable 24/7 electricity source crucial for AI growth.
- Vistra will provide 2.1 gigawatts from existing plants (Perry and Davis-Besse) and add capacity.
- Oklo will supply 1.2 gigawatts from its Aurora Powerhouse reactors, aiming for grid supply by 2030.
- TerraPower, co-founded by Bill Gates, will provide 690 megawatts initially, with rights for more.
- The deals seek to add 1 to 4 gigawatts of capacity by the early 2030s, primarily for the PJM interconnection.
- Costs for existing nuclear power are generally cheaper than SMRs, whose costs are still being established.
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