Meta Platforms(US:META) Huan Qiu Wang Zi Xun·2026-01-10 07:05Core Insights - Meta has announced agreements with three nuclear power suppliers, including one backed by OpenAI CEO Sam Altman, to support its artificial intelligence goals [1][3] - The collaboration aims to power Meta's Prometheus supercomputing cluster located in New Albany, Ohio, with an expected operational date in 2026 [3] Group 1: Agreements and Collaborations - Meta has partnered with Vistra, TerraPower, and Oklo to enhance power supply for its data center [3] - The agreements are projected to add approximately 6.6 gigawatts of power capacity by 2035, exceeding the total electricity demand of New Hampshire [3] - Meta will fund Vistra's nuclear plants in Ohio and Pennsylvania to extend their service life and increase generation capacity [3] Group 2: Market Impact - Following the announcement, Vistra's and Oklo's stock prices rose by 10% and 8% respectively, while Meta's stock increased by 1% [3] - The collaboration is expected to create thousands of construction jobs and hundreds of long-term operational positions [3] Group 3: Industry Context - Other major tech companies, including Amazon and Google, are also seeking to leverage nuclear energy for their AI projects, having committed to doubling global nuclear energy output by 2050 [4] - Meta has previously signed a 20-year agreement with Constellation Energy to purchase nuclear power starting in 2027 [4] - The agreement with TerraPower will fund two nuclear projects expected to begin generating power in 2032, with potential access to six additional projects by 2035 [4]