The Nuclear Imperative How Meta is Securing the Future of AI Compute
Meta is securing its AI future through multi-gigawatt nuclear energy deals, addressing the critical energy supply needed for AI infrastructure. The agreements with Vistra, Oklo, and TerraPower aim to provide 6.6 gigawatts of clean nuclear energy, significantly impacting the energy sector and boosting shares of involved companies. This strategic pivot positions Meta as a major corporate nuclear energy purchaser, with projected capital expenditures rising from $39 billion in 2024 to $72 billion by 2025. The initiative not only ensures energy reliability for AI operations but also contributes to job creation and national energy resilience, with benefits expected to materialize by 2030.
