Meta Nuclear Power Deals Secure Long-Term Supply

Meta nuclear power deals secure long-term baseload zero-carbon supply for PJM data centers and may reshape firm-power sourcing for utilities.

January 09, 2026·2 min read
View all news articles
Stylized flat-vector reactor paired with a server icon symbolizing Meta nuclear power deals and AI supercluster support.

KEY TAKEAWAYS

  • Meta struck long-term PPAs for 2,609 megawatts of nuclear power from Vistra plants.
  • Meta's prepayment and funding advance Oklo's plan for a 1.2 gigawatt advanced nuclear campus.
  • Vistra said the PPAs underpin uprates and planning for subsequent NRC license renewals.

HIGH POTENTIAL TRADES SENT DIRECTLY TO YOUR INBOX

Add your email to receive our free daily newsletter. No spam, unsubscribe anytime.

Or subscribe with

Meta Platforms Inc. said in press releases on Jan. 9, 2026, that its nuclear power deals with Vistra and Oklo secure long-term baseload, zero-carbon electricity for data centers in the PJM power region and support its Prometheus AI supercluster.

Vistra Agreements and Capacity

Vistra announced 20-year power-purchase agreements (PPAs) to supply Meta with 2,609 megawatts of zero-carbon nuclear energy from its Perry, Davis-Besse, and Beaver Valley plants. The contracts cover 2,176 megawatts of existing output and 433 megawatts from planned uprates, with deliveries starting in late 2026 and additional capacity added through 2034.

The PPAs provide Vistra the commercial certainty to invest in uprates and begin planning for subsequent Nuclear Regulatory Commission (NRC) license renewals, which could extend operations by 20 years beyond current expirations: Beaver Valley Unit 1 in 2036, Davis-Besse in 2037, Perry in 2046, and Beaver Valley Unit 2 in 2047.

Vistra highlighted the plants’ economic impact, citing tens of millions of dollars in annual state and local taxes and thousands of permanent, well-paying jobs. The uprate projects are expected to create about 3,000 additional jobs over nine years across engineering, construction, and planned outages.

Meta’s Head of Global Energy, Urvi Parekh, said the company is investing in nuclear energy because it provides clean, reliable power essential for advancing AI ambitions and strengthening American leadership in energy innovation.

Oklo Development and Timeline

Oklo announced that Meta will prepay for power and provide development funding to advance a planned 1.2-gigawatt nuclear campus in Pike County, Ohio. The funds will secure nuclear fuel and support Phase 1 development on 206 acres formerly owned by the U.S. Department of Energy, with the land purchase facilitated in part by the Southern Ohio Diversification Initiative.

Pre-construction and site characterization are scheduled to begin in 2026, with the first phase targeted to come online as early as 2030. The campus is planned to expand incrementally to reach the full 1.2-gigawatt capacity by 2034.

Oklo said the campus could support multiple Aurora advanced-fission powerhouses, create thousands of construction and long-term operations jobs, and generate new local and state tax revenue. The company included forward-looking disclaimers citing regulatory, financing, fuel access, and supply-chain risks.

Media reports link the Vistra and Oklo arrangements to powering Meta’s Prometheus AI supercluster in New Albany, Ohio, and identify TerraPower as an additional developer in Meta’s broader nuclear strategy.

HIGH POTENTIAL TRADES SENT DIRECTLY TO YOUR INBOX

Add your email to receive our free daily newsletter. No spam, unsubscribe anytime.

Or subscribe with

Read other top news stories

Robinhood Q1 Earnings Miss Estimates

Robinhood Q1 Earnings Miss Estimates

Robinhood Q1 earnings missed estimates; subscriber growth and prediction-market fees lifted profit while weak crypto revenue may pressure shares.

Stocks Retreat on AI Concerns as Oil Jumps

Stocks Retreat on AI Concerns as Oil Jumps

Stocks Retreat on AI Concerns as a report said OpenAI missed targets and Brent crude surged, leaving traders cautious before the Fed and tech earnings.

Visa Q2 Earnings Beat Estimates

Visa Q2 Earnings Beat Estimates

Visa Q2 earnings showed revenue of $11.2B and volume-led growth, and the new $20.0B buyback may bolster shareholder returns and trading liquidity.

T-Mobile Q1 2026 Earnings Lift Outlook

T-Mobile Q1 2026 Earnings Lift Outlook

T-Mobile Q1 2026 earnings show faster postpaid additions and higher ARPA, prompting raised subscriber and EBITDA guidance and supporting buybacks.

Seagate Earnings Beat, Raises Q4 Guidance

Seagate Earnings Beat, Raises Q4 Guidance

Seagate earnings topped estimates as the company raised Q4 guidance tied to AI-driven storage demand, supporting investor focus on margins and cash flow.

Starbucks Earnings Beat, Raises FY Guidance

Starbucks Earnings Beat, Raises FY Guidance

Starbucks earnings beat with Q2 revenue $9.5B and the company raised FY2026 adjusted EPS guidance to $2.25-$2.45, supporting upside positioning.