Meta Platforms(US:META) Zhi Tong Cai Jing·2026-01-19 04:00Core Insights - Meta has signed a nuclear power agreement exceeding 6 gigawatts, becoming the largest nuclear power purchaser among tech giants, aimed at providing stable and clean energy for its AI data centers to address the surge in electricity demand [1][2] Group 1: Agreement Details - The agreement includes support for multiple companies' small modular reactor (SMR) projects, with a focus on providing power for AI data centers [1] - Meta's collaboration includes a 1.2-gigawatt supply from Oklo's small reactor project in Ohio and a 2.1-gigawatt purchase agreement for future projects from TerraPower [1] - Meta has also reached a separate agreement with Constellation Energy for power supply from an existing nuclear power plant [1] Group 2: Energy Demand and Solutions - The electricity demand for U.S. data centers is projected to increase by at least 30% by 2030, making energy supply a bottleneck for the AI industry [2] - SMR projects are seen as a key solution to provide long-term energy security for Meta's AI data centers, supporting low-carbon goals and surpassing competitors like Amazon and Alphabet in scale [2] Group 3: Industry Trends and Innovations - The technology sector is increasingly focusing on SMR and fusion companies to create tailored energy solutions for data centers, with fission technology expected to be commercialized before fusion [3] - Companies like Jingye Intelligent are advancing their SMR technology development, with a core R&D team already established [3] Group 4: Investment Opportunities - Companies to watch include Jingye Intelligent, which plans to establish an SMR subsidiary focused on AI data center power supply; and Jiadian Co., which leads in nuclear pump products [4] - Other notable companies include Guoguang Electric, Lanshi Heavy Industry, Kexin Electromechanical, and Jiangsu Shentong, all of which are involved in various aspects of the nuclear energy supply chain [4]