Meta nuclear power deals are reshaping how Big Tech buys electricity for AI. On January 9, 2026, Meta said it signed long-dated agreements with Vistra, Oklo, and TerraPower to line up as much as 6.6 gigawatts of nuclear supply by 2035.
What Meta announced on January 9, 2026
Meta nuclear power deals include 20-year power purchase agreements tied to three operating Vistra nuclear stations. Reuters and Meta’s own statement identified the plants as Perry and Davis-Besse in Ohio and Beaver Valley in Pennsylvania.
Meta nuclear power deals also cover development partnerships for new reactors. Meta said it will support Oklo and TerraPower projects that fall into the “small modular reactor” category, with commercial timelines stretching into the early 2030s.
The numbers: where 6.6 GW could come from
Meta nuclear power deals split between near-term output from existing plants and longer-term new builds.
Vistra: immediate, plant-linked supply
Meta nuclear power deals with Vistra center on buying more than 2.1 GW from the Ohio units, plus incremental “uprates” tied to those stations and Beaver Valley. Meta described the goal as adding “firm” power while supporting continued operations and upgrades.
An SEC-linked summary of Vistra’s disclosure broke out plant-level figures for the contracted output and uprates.
TerraPower: Natrium units by 2032, options after
Meta nuclear power deals with TerraPower include support for two Natrium units targeting 690 MW by 2032, with options tied to additional units that could lift supply by 2035, according to AP and Reuters.
Oklo: a 1.2 GW campus concept in Ohio
Meta nuclear power deals with Oklo point to a 1.2 GW development plan in southern Ohio. Oklo’s own release framed it as an agreement to support development rather than an immediate, operating plant.
Why Meta is doing this: AI needs “firm” power
Meta nuclear power deals reflect a blunt reality. AI data centers run around the clock, and their power demand is rising fast.
AP linked the announcement to Meta’s “Prometheus” data center project in New Albany, Ohio, described as a 1-gigawatt cluster expected to come online in 2026.
Meta nuclear power deals also fit a larger corporate shift. Instead of only buying renewable credits, hyperscalers are trying to secure generation that can deliver power at all hours.
Market impact and the new playbook for utilities
Meta nuclear power deals moved markets immediately. Reuters reported Oklo and Vistra shares jumped after the announcement, underscoring investor belief that long-term contracts can de-risk nuclear projects and upgrades.
Meta nuclear power deals also change utility planning. Vistra’s announcement framed the agreements as supporting output increases in the PJM grid and enabling new nuclear generation additions over time.
Risks and constraints investors should track
Meta nuclear power deals carry execution risk, especially for new reactor builds.
Timelines are long and permitting is hard
Oklo and TerraPower projects remain developmental, with targeted dates that run from 2030 to 2035 in public reporting. Delays could force Meta to rely more on existing supply and grid purchases.
Costs and politics can shift
Meta did not disclose full commercial terms in its public statement. Nuclear projects can also face local opposition, supply-chain constraints, and changing federal rules.
How this compares with Meta’s earlier nuclear move
Meta nuclear power deals build on prior efforts. AP noted Meta had previously reached a long-term nuclear agreement with Constellation Energy, signaling that Meta is stacking contracts to cover future growth rather than betting on a single project.
The bottom line
Meta nuclear power deals mark a clear escalation in corporate energy procurement for AI. The company is mixing near-term supply from operating plants with longer-term bets on next-generation reactors.
If Meta nuclear power deals hold, they could become a template for other hyperscalers. They also raise the stakes for grid operators, regulators, and the emerging US nuclear supply chain.