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The Meta-Nuclear AI Power Infrastructure Shift
Meta goes nuclear for AI power
What happened
Meta $META signed 20-year nuclear power purchase agreements with $VST (Vistra) tied to 3 nuclear plants (Perry, Davis-Besse in Ohio; Beaver Valley in Pennsylvania) and also partnered with $OKLO (Oklo) plus Bill Gates-backed TerraPower (private) to support small modular reactor (SMR) development. Meta says these deals could add up to ~6.6 GW of nuclear power by 2035 to support AI/data-center growth.
Why the market cares
This is Big Tech putting real long-duration demand behind nuclear, not just “clean energy” headlines. It’s a signal that AI data…
The skinny
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