The nuclear energy sector experienced another massive breakout on Friday as Meta Platforms Inc. (NASDAQ:META) officially entered the atomic age. OKLO stock is soaring. See the chart and price action here. The social media giant announced a series of landmark agreements totaling more than 6 gigawatts of capacity, signaling that Big Tech’s hunger for carbon-free power is the primary driver of the nuclear industry’s next leg of growth.The Meta Power PlayThe rally kicked off with a major 20-year agreement betwe ...

Meta Platforms is turning to nuclear power to drive its AI ambitions, and its latest deal with a trio of companies is sending stocks in the sector soaring. The tech giant revealed that it signed an agreement with several companies to help supply nuclear power for its data centers, including the massive Prometheus AI supercluster being built in New Albany, Ohio. The one gigawatt facility is expected to come online later this year.The three companies that will help power it are Oklo, Vistra Corp, and privat ...

Oklo stock (NYSE: OKLO) jumped over 15% on Friday after Meta announced an agreement to support development of a 1.2-gigawatt advanced nuclear campus in Pike County, southern Ohio. The landmark deal that marks the small modular reactor maker's first major commercial validation and signals growing corporate appetite for nuclear power to fuel artificial intelligence operations. The announcement underscores a critical inflection point: as AI data centers consume electricity at rates that strain aging power grid ...

(Bloomberg) — Oklo Inc. (OKLO) and Vistra Corp. (VST) shares rallied, leading peers higher, after Meta Platforms Inc. (META) agreed to a purchase nuclear power from the companies to run artificial-intelligence data centers. Oklo shares gained as much as 19%, while Vistra shares rose as much as 16%. Peers NuScale Power Corp. (SMR) also rose on the news as did uranium producers like Centrus Energy Corp (LEU). and Cameco Corp. (CCJ). “This news is incrementally positive for the entire nuclear energy indust ...

Core Insights - Nuclear stocks surged significantly, with Oklo Inc rising nearly 19%, Vistra Energy up over 16%, and NuScale Power increasing by nearly 13% following Meta's announcement of agreements with three nuclear suppliers [1] Group 1: Agreements and Impact - Meta has reached agreements with Oklo, Vistra, and TerraPower to purchase electricity from their nuclear power plants, which will help fund the expansion and extend the operational lifespan of these facilities [1] - The operational licenses for the mentioned nuclear plants are valid until at least 2036, with one reactor at Beaver Valley authorized to operate until 2047 [1] Group 2: Future Capacity and Positioning - Meta's Chief Global Affairs Officer, Joel Kaplan, stated that these agreements, along with a previous one with Constellation, will position Meta as one of the most significant corporate nuclear power purchasers in U.S. history [2] - By 2035, these agreements are expected to provide Meta with up to 6.6 gigawatts of nuclear power capacity [2]

Core Insights - Nuclear stocks surged significantly on Friday, with Oklo Inc rising nearly 19%, Vistra Energy up over 16%, NuScale Power increasing by nearly 13%, and NANO Nuclear Energy gaining over 11% [1] - Meta announced agreements with three nuclear power suppliers: Oklo, Vistra, and TerraPower, to purchase electricity from their nuclear plants, which will help fund the expansion and extend the operational life of these facilities [1] Group 1 - Meta's agreements will provide up to 6.6 gigawatts of nuclear power capacity by 2035, positioning the company as one of the largest corporate nuclear power purchasers in U.S. history [2] - The operational licenses for the nuclear plants involved are valid until at least 2036, with one reactor at Beaver Valley authorized to operate until 2047 [1]

格隆汇1月9日｜Oklo美股盘前涨近22%，Meta已与Vistra、Oklo及TerraPower达成协议，共同资助位于俄 亥俄州和宾夕法尼亚州的核电项目。 | | | 【 Oklo Inc 分时 多日 日K 周K 月K 季K 年K 1分 3分 5分 10分 15分 30分 × 1年:日K × | | | 显示 > ◎ △ △ VS FIO L | | | --- | --- | --- | --- | --- | --- | --- | | | 日 の の シンチン 盛 スターム ・ や | | 乙日四日 (2) 00 | | | 61172 | | 盘剪总额 795.11万 | 盘前总量 7.13万 | | 最高价 121.000 最低价 97.500 | | | ののG 、 相分時間 | | 120.000 | | | | | | 22.95% | | 119.000 12.0022 | | | | | | Si a38e | | 117.188 | | | | | | 20.07% | | 115,781 | | | | | | 18.63% | | 114,375 | | | | | | 17.1 ...

Core Insights - Meta Platforms has entered into 20-year agreements to purchase power from three Vistra nuclear plants located in the U.S. heartland [1] - The company is also collaborating with two firms that are working on developing small modular reactors [1] Group 1 - Meta Platforms aims to secure long-term energy supply through these agreements, indicating a strategic move towards sustainable energy sources [1] - The partnerships with companies focused on small modular reactors suggest a commitment to innovative energy solutions and diversification of energy sources [1]

Core Insights - Meta has announced agreements with three nuclear power providers to support its AI ambitions, including Vistra, TerraPower, and Oklo [1][2] - The projects are expected to add 6.6 gigawatts of power by 2035, surpassing New Hampshire's total demand [3] - Meta's Prometheus supercluster computing system is a key component of its advanced AI development, expected to be operational by 2026 [2][4] Group 1: Agreements and Projects - Meta's agreements with the three nuclear companies aim to secure energy for its Prometheus supercluster computing system [2] - The company will help fund Vistra's nuclear power plants in Ohio and Pennsylvania, enhancing their energy production [4] - TerraPower's projects, funded by Meta, could start generating power by 2032, with potential rights for additional energy from other projects by 2035 [6] Group 2: Job Creation and Industry Impact - The agreements are projected to create thousands of construction jobs and hundreds of long-term operational jobs [4] - Meta's initiatives align with broader industry efforts, as it, Amazon, and Google pledged to triple global nuclear energy production by 2050 [5] Group 3: Strategic Partnerships - OpenAI CEO Sam Altman is a significant investor in Oklo, which is developing advanced nuclear technology [7] - Altman has stepped down from Oklo's board to facilitate customer acquisition with competing companies [7]

Core Insights - Vistra has entered into 20-year power purchase agreements (PPAs) to provide over 2,600 megawatts of zero-carbon energy to support Meta's operations, marking the largest nuclear uprates supported by a corporate customer in the U.S. [1][2] - The agreements will enhance local economic development, protect existing jobs, and create new employment opportunities while increasing the energy output of three Vistra nuclear plants [1][5][6] Company Developments - The PPAs include 2,176 MW of operating generation and an additional 433 MW from power output increases, with the full capacity expected to be online by 2034 [1][3] - Vistra plans to pursue subsequent license extensions for all three plants, potentially extending operations for another 20 years [1][4] Economic Impact - The nuclear plants have historically contributed significantly to local economies, generating tens of millions of dollars in state and local taxes annually, alongside charitable contributions and community involvement [5] - The uprate projects are expected to create approximately 3,000 project-related jobs over nine years, enhancing the economic impact around the plants [6][7] Political Support - Local and state officials have expressed strong support for the agreements, highlighting their importance for job creation, economic growth, and energy security in Ohio and Pennsylvania [8][9][10][11][12][13] Plant Details - The three plants involved are Perry (1,268 MW), Davis-Besse (908 MW), and Beaver Valley (1,872 MW), collectively providing thousands of permanent, well-paying jobs [14]