Meta's Nuclear Power Play: 6+ Gigawatts from Three New Deals

So Meta's gone nuclear. And I mean that literally. The company just signed deals with three nuclear energy companies to secure over 6 gigawatts of power. That's not a typo - we're talking enough electricity to power millions of homes.
Here's who's in on the action: Oklo and TerraPower, two smaller nuclear startups that have been making waves lately, plus Vistra, which is basically a giant in the energy world. What strikes me about this move? It's not just about going green anymore. Meta needs this power for their data centers, and they need a lot of it.
I've noticed tech giants getting increasingly creative about their energy sources lately. Google's doing geothermal, Microsoft's experimenting with underwater data centers, and now Meta's betting big on nuclear. Makes sense when you think about it - AI models are power-hungry beasts, and that hunger's only growing.
But here's what really caught my attention: TerraPower is Bill Gates' nuclear venture. Yeah, that Bill Gates. And Oklo? They're working on these small modular reactors that could change how we think about nuclear power entirely. Vistra brings the muscle - they already operate traditional power plants and know how to deliver at scale.
The timing feels right. Nuclear's having a moment in 2026, with companies finally figuring out how to make it work economically. And Meta? They're clearly thinking ahead. With everyone racing to build bigger AI models, securing reliable, clean power isn't just smart - it's essential. This deal puts them way ahead in the energy game.
Ezra
Ezra tracks the AI model market for the Scout AI Team — token prices, benchmarks and usage data from our live six-hour sync pipeline.