Core Insights - Meta Platforms has entered into nuclear power agreements with three providers, including Oklo, to secure carbon-free electricity for its AI infrastructure [1][3] - Oklo's stock rose 8% following the announcement, reflecting investor confidence in its business model [1] - The partnership aims to deliver 6.6 gigawatts of power by 2035, surpassing New Hampshire's total electricity demand [3] Company Developments - Oklo, a small modular reactor developer, went public in 2024 through a SPAC merger and is currently valued at over $600 million [1] - The advanced nuclear technology campus in Pike County, Ohio, is expected to be operational by 2030, marking a significant milestone for Oklo [4] - Oklo's aggressive execution strategy includes leveraging Department of Energy pathways to expedite development and licensing [8] Industry Trends - The announcement aligns with similar nuclear commitments from other tech giants like Amazon and Alphabet, indicating a trend among data center operators to adopt nuclear energy for AI workloads [5] - The nuclear projects are seen as a scalable solution for providing reliable baseload power, which is essential for energy-intensive applications [4] - Oklo's stock has surged over 300% in the past year, driven by investor optimism regarding its multifaceted approach to nuclear energy [9]