Meta Signs Three Nuclear Deals for up to 6.6 GW to Fuel AI Growth

AI can automate workflows across sales, marketing, healthcare, legal work, and factories. But the part that doesn’t scale like software is the infrastructure underneath it: reliable electricity, delivered consistently at massive volume.

On January 9, 2026, Meta made that constraint explicit. The company announced a portfolio of nuclear energy agreements it says could support up to 6.6 gigawatts of clean energy by 2035, tied to its growing data center footprint, including its Prometheus AI supercluster effort in New Albany, Ohio.

Why Ohio and the PJM grid are suddenly strategic

 Meta’s announcement is as much about geography as it is about gigawatts. Reuters and industry coverage point to the same, The deals cluster around Ohio (where Meta is building in and around New Albany) and the broader PJM power market, a region that has become a focal point for data center growth and grid planning.

That matters for regular consumers for one simple reason: when large new electricity loads arrive fast, grids can get tight. Meta and its partners are framing these agreements as a way to meet rising demand by supporting existing generation, increasing output at current plants, and developing new capacity, not just outbidding everyone else for the same limited supply.

What Meta announced

 Meta’s portfolio blends nearer-term supply with longer-dated nuclear development.

Vistra (operating plants + uprates): Meta signed 20-year agreements linked to Vistra’s nuclear fleet, including Perry and Davis-Besse in Ohio and Beaver Valley in Pennsylvania, plus planned uprates (approved plant upgrades that increase a reactor’s power output).

Vistra said contracted output scales to 2,609 MW by 2034, with purchases beginning in late 2026. This is the closest-in tranche and the one most directly positioned to support Meta’s Ohio compute buildout, including Prometheus.

Oklo ( Southern Ohio Nuclear campus): Oklo and Meta announced support for a 1.2 GW advanced nuclear “campus” in Southern Ohio, tying prospective new supply to the same region where Meta is expanding data center capacity.

TerraPower (Natrium reactors + storage):TerraPower and Meta announced an agreement to develop up to eight Natrium plants, described as up to 2.8 GW of baseload power, with integrated storage that can raise total output to up to 4 GW during peaks.

The deal math and the timeline reality check

 Meta’s “up to 6.6 GW” headline aligns with the capacity figures cited across the portfolio:

2.609 GW - Vistra (fully scaled contracted output)

1.2 GW - Oklo (advanced nuclear campus target)

2.8 GW - TerraPower (Natrium buildout, baseload)

Total: ~6.6 GW (matches Meta’s framing).

The practical nuance is that these pieces do not carry the same schedule risk. The Vistra portion has a defined start window (late 2026) and a ramp through 2034. The Oklo and TerraPower portions are longer-dated and depend on development, licensing, permitting, and execution. Steps that, in the U.S., typically run through the Nuclear Regulatory Commission process before projects can operate at scale.

Why it matters

This isn’t only about Meta’s data centers. It reflects how AI automation is changing operational expectations:

Sales and marketing are shifting toward continuous outreach, personalization, testing, and optimization loops.

Healthcare and legal copilots become far more useful when they are dependable during peak workflow hours.

Industrial automation leans on persistent monitoring and decision systems that do not pause.

When automation becomes “always on,” companies start treating electricity like a strategic input. Meta’s nuclear portfolio is one of the clearest signs yet that the next AI race includes not just models and chips, but long-term firm power planning, especially in the regions where data center buildouts are accelerating.