Meta Signs for 6.6 GW of Nuclear, From Ohio Uprates to Reactors Not Yet Built

Meta announced agreements on January 9 with Vistra, TerraPower and Oklo that it says will support up to 6.6 GW of new and existing nuclear capacity by 2035. Together with its 2025 contract with Constellation Energy for the Clinton plant in Illinois, the company said the deals make it "one of the most significant corporate purchasers of nuclear energy in American history." The package spans every stage of the nuclear pipeline: operating reactors, upgrades to squeeze more output from them, and two advanced reactor designs that have yet to produce commercial power.

The largest near-term piece is a set of 20-year power purchase agreements with Vistra covering more than 2,600 MW from three plants. Vistra said the uprates will be the largest supported by a corporate customer in the United States, and that more than 15% of the contracted capacity will be new capacity added to the PJM region. Each of the three plants has already received an initial license renewal from the Nuclear Regulatory Commission, World Nuclear News reported.

Vistra also said the contracts give it the certainty to plan subsequent license renewals at all three plants, which would extend their operation by another 20 years. TerraPower said Meta will provide funding to support deployment of its Natrium plants, with initial units delivered as early as 2032. Each Natrium reactor provides 345 MW of baseload power, and its built-in energy storage lets output ramp up to 500 MW for more than five hours, TerraPower said.

"To successfully address growing energy demand, we must deploy gigawatts of advanced nuclear energy in the 2030s," said TerraPower president and chief executive Chris Levesque. The agreements follow a request for proposals Meta issued in December 2024. The third agreement supports Oklo's plan for a 1.2 GW power campus in Pike County, Ohio. Pike County is also in PJM territory, which means the Oklo campus, like the Vistra plants, would add supply to the grid that serves Meta's Ohio data centers.