Meta Platforms(US:META) 智通财经网·2026-01-09 13:46Core Viewpoint - Meta Platforms has announced a significant agreement to secure up to 6.6 gigawatts (GW) of nuclear power supply for its AI data centers by 2035, marking one of the most ambitious collaborations between a major tech company and nuclear power suppliers in the U.S. [1] Group 1: Agreements and Collaborations - Meta has reached a deal with Vistra to purchase power from three existing nuclear plants in Ohio and Pennsylvania, supporting the development of small modular reactors (SMR) with new nuclear developers Oklo and TerraPower [2][4] - The 20-year power purchase agreement with Vistra will provide over 2,600 megawatts (MW) of nuclear energy, including 2,176 MW from operational generation and an additional 433 MW from combined generation output enhancements [3] - Oklo's partnership with Meta will advance the construction of a 1.2 GW power park in Pike County, Ohio, with Meta providing prepayment to enhance project certainty [4] Group 2: Industry Trends and Demand - The demand for nuclear power is surging as AI data centers require stable and substantial electricity supply, leading to a growing recognition that "the end of AI is electricity" [6] - Goldman Sachs has revised its forecast for global data center electricity demand by 175% by 2030, indicating a significant increase in power needs driven by AI models [7] - The International Energy Agency (IEA) predicts that global data center electricity demand will more than double by 2030, with AI applications being the primary driver of this growth [8] Group 3: Market Reactions - Following Meta's announcement of the nuclear power agreements, Vistra's stock surged over 17% in pre-market trading, while Oklo's stock rose over 22% [2] - The shift in U.S. government policy towards nuclear reactors, particularly under the Trump administration, has positively impacted nuclear-related stock prices [9]