Meta Signs 6.6 GW Nuclear Deals with Vistra

Meta signed nuclear energy agreements with Vistra, Oklo, and TerraPower on January 9, 2026, securing access to up to 6.6 GW of clean energy capacity by 2035. The three deals, combined with a prior Constellation Energy agreement, make Meta one of the largest corporate purchasers of nuclear energy in U.S. history and are designed to power the company’s Prometheus AI supercluster under construction in New Albany, Ohio.

Deal Structure

The Vistra agreement provides 2,176 MW of existing nuclear capacity from the Perry and Davis-Besse plants in Ohio, plus 433 MW from planned uprates at those facilities and the Beaver Valley plant in Pennsylvania. Meta’s purchases begin in late 2026 under 20-year agreements, with the full 2,609 MW online by 2034. Vistra acquired these plants in 2023, after the facilities had been on a path to retirement as recently as 2020.

Oklo will develop a 1.2 GW power campus in Pike County, Ohio, using its Aurora Powerhouse reactors, each producing 75 MW. Pre-construction and site characterization begin in 2026 on a 206-acre site formerly owned by the Department of Energy, with the first phase targeted for 2030 and full capacity by 2034. The agreement includes a mechanism for Meta to prepay for power and provide development funding. TerraPower will build up to eight Natrium sodium fast reactors producing 2.8 GW of baseload energy with 1.2 GW of built-in storage, with the first two units delivering 690 MW as early as 2032.

Critical Analysis

Vistra 2,609 MW light-water reactors use large synchronous generators with inertia constants H=6-8 s delivering fault current 3-5x rated, providing natural frequency regulation and reactive power support at the PJM 345 kV bus. PJM $329.17/MW-day capacity clearing reflects structural supply scarcity as data center demand approaches 31 GW by 2030.

5-Year Projection

Over the next 5 years, early adopters of Light Water Reactors (Existing) will set regional cost benchmarks, forcing secondary markets to standardize deployment protocols or risk stranded assets.

Critical Perspective

Meta has secured access to up to 6.6 GW of clean energy capacity by 2035 through its agreements with Vistra, Oklo, and TerraPower, making it one of the largest corporate purchasers of nuclear energy in U.S. history. However, it’s worth noting that the Vistra agreement, which provides 2,609 MW, comes from plants that were on the brink of retirement as recently as 2020, raising questions about their long-term reliability. Historically, the construction of the V.C. Summer Nuclear Station in South Carolina was abandoned in 2017 after costing billions, demonstrating the risks associated with large-scale nuclear projects. With the PJM Interconnection region’s data center demand projected to reach 31 GW by 2030, will Meta’s investment in nuclear energy be sufficient to meet the escalating power demands of its Prometheus AI supercluster?

Why It Matters

All power from these deals will be supplied to the PJM Interconnection region, where data center demand could reach 31 GW by 2030. PJM’s capacity market clearing price surged to $329.17/MW-day for 2026-2027, more than ten times the $28.92/MW-day for 2024-2025. Meta’s Prometheus campus alone is expected to consume at least 1 GW when operational. U.S. data center grid power demand is forecast to reach 75.8 GW in 2026, up from 61.8 GW in 2025, with hyperscalers collectively planning nearly $700 billion in data center spending for 2026.

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