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FOR IMMEDIATE RELEASE
January 29, 2026
Washington, DC—AI developer Meta announced earlier this month that it has signed agreements with TerraPower, Vistra, and Oklo to support up to 6.6 GW of new and existing nuclear capacity by 2035. The deals—which range from power purchase agreements with existing plants to funding for advanced reactor development—represent a welcome investment. The announcement illustrates that large hyperscalers see the need for clean firm power and a role for nuclear in meeting it, continuing a trend of corporate-offtaker support for advanced nuclear development. Still, the details of such deals matter, particularly with regard to how firm these commitments are, how the offtake will be structured to support grid reliability without shifting costs to other consumers, and how host communities will be engaged and share in the benefits.
The advanced nuclear component of Meta’s deals is particularly noteworthy. The company’s agreement with TerraPower supports development of up to eight Natrium sodium fast reactors, providing Meta with as much as 2.8 GW of baseload generation, plus 1.2 GW of built-in storage. The deals will supply power to grids supporting Meta’s operations, including its Prometheus AI supercluster in New Albany, Ohio. Meta’s willingness to commit to nuclear projects delivering in the early 2030s suggests that, for buyers with sustained long-term demand, nuclear’s development timelines aren’t a disqualifier. Offtaker commitments like these may provide the kind of financial certainty that helps projects secure capital and move forward.
If successful, deals like these could help propel advanced nuclear projects further into commercialization—a concrete step—illustrating a model for how commercial offtakers can help bridge the valley between demonstration and commercial-scale deployment. But understanding whether this model works for communities—not just developers and buyers—requires knowing more about the deal structures than has yet been disclosed.
Meta’s agreements warrant attention for their likely workforce and community impacts. The existing Vistra plants in Ohio and Pennsylvania are major employers in their regions, and their continued operation and planned uprates under the agreement with Meta would sustain those jobs while adding clean energy to the grid. Meanwhile, Oklo’s planned campus in Pike County, Ohio—to be backed by Meta funding and prepaid power commitments—represents new investment in a rural community.
These projects have the potential to deliver meaningful, long-term benefits to workers and local residents. Realizing this potential will require Meta and its partners to work closely with local stakeholders toco-define and understand what those benefits look like for each unique community. At Good Energy Collective, we’ll be watching closely to see how they are developed and who has a voice in shaping that process. We’re also watching how these offtake arrangements will interact with the broader grid—whether they support reliability for all customers and how cost risks will be allocated if projects encounter overruns.
Corporate procurement alone won’t unlock nuclear’s full potential to contribute to an equitable clean energy system. But agreements like these open up possible pathways for expanding access to reliable, carbon-free electricity while creating quality jobs in the communities that host these facilities, provided the deal structures are designed with those outcomes in mind.
Read the full announcement here.
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