Core Insights - Several nuclear energy stocks experienced significant gains due to new agreements with Meta Platforms [1][3] Group 1: Agreements and Partnerships - Meta Platforms has reached agreements with nuclear energy provider Vistra Corp, startup Oklo, and TerraPower, backed by Bill Gates [2] - The Vistra deal will supply power from its currently operating reactors, while Oklo and TerraPower will assist in building smaller nuclear reactors expected to be operational between 2030 and 2035 [2] Group 2: Power Capacity and Financial Impact - Meta anticipates adding 6.6 gigawatts of power capacity to its data center network by 2035, although financial terms of the agreements were not disclosed [3] - Shares of Vistra and Oklo surged nearly 14% following the announcement, with other nuclear stocks like NuScale Power, Constellation Energy, and Nano Nuclear Energy also seeing gains [3] Group 3: Industry Implications - The agreements reflect a trend among Big Tech companies to secure clean energy sources to meet the high power demands of AI data centers, which can increase local electricity costs [4] - Analysts from Wedbush noted that this development is incrementally positive for the nuclear energy industry, emphasizing the commitment from major tech firms to leverage new energy sources [5]