Meta inked deals with three nuclear companies to power its data centers, securing over 6 gigawatts of electricity. The agreements include partnerships with SMR startups Oklo and TerraPower, alongside a capacity purchase from Vistra, a major nuclear operator. The move underscores the growing demand for reliable, 24/7 power to fuel AI development.
Meta's deals, announced today, follow a request for proposals issued in December. Oklo and TerraPower will each construct multiple small modular reactors. Vistra will supply power from its existing nuclear plants. The deals aim to provide a stable energy source for Meta's expanding data center infrastructure.
The agreements signal a significant boost for the nuclear industry, particularly SMR startups. Meta's commitment could validate the SMR approach of mass manufacturing to drive down costs. Existing nuclear plants also benefit from the increased demand for baseload power.
Tech companies are increasingly turning to nuclear energy to meet their power needs. Nuclear offers a consistent alternative to intermittent renewable sources. SMRs promise a scalable and potentially more affordable solution.
The industry will be watching closely as Oklo and TerraPower begin construction. The success of these projects could reshape the future of data center power. Meta's investment marks a pivotal moment for SMR technology.
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