Meta today announced three deals to provide its data centers with nuclear power, one from a startup, one from a smaller energy company and one from a larger company that already operates several nuclear reactors in the U.S.Oklo and TerraPower, two startups developing small modular reactors (SMR), each signed agreements with Meta to build multiple reactors, while Vistra is selling capacity from its existing power plants. Nuclear power has become a favored power source for tech companies as their AI ambition ...

Meta Platforms said Friday it struck 20-year agreements to buy power from three Vistra nuclear plants in the US heartland and develop projects with two companies hoping to build small modular reactors.Shares of Oklo and Vistra surged more than 10%.Meta and other Big Tech companies want to secure long-term electricity supplies as artificial intelligence and data centers increase US power demand for the first time in two decades. 3 Meta and other Big Tech companies want to secure long-term electricity suppl ...

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]

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 ...

(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 ...

Key Points Constellation began 2025 by announcing the $26.6 billion acquisition of Calpine. The acquisition will add a massive amount of natural gas and geothermal capacity to Constellation's leading nuclear fleet. Electricity demand projections continue to increase as Constellation inked another deal with a large AI hyperscaler. 10 stocks we like better than Constellation Energy › Shares of Constellation Energy (NASDAQ: CEG) rallied 57.9% in 2025, according to data from S&P Global Market Intell ...

Meta 全球事务首席官乔尔·卡普兰(Joel Kaplan)表示，加上公司去年与Constellation达成的协议，这些计 划将"使Meta成为美国历史上最重要的企业核电采购方之一"。据Meta称，到2035年，这些协议将为公司 提供最多6.6吉瓦的核电装机容量。 智通财经APP获悉，周五，核电股盘前全线大涨，Oklo Inc(OKLO.US)飙升近19%，Vistra Energy(VST.US)涨超16%，NuScale Power(SMR.US)涨近13%，NANO Nuclear Energy(NNE.US)涨超 11%，Centrus Energy(LEU.US)、Constellation Energy(CEG.US)涨超7%。消息面上，Meta宣布与三家核 电供应商达成协议，分别是Oklo、Vistra和TerraPower。根据官方新闻稿，Meta将从Vistra位于俄亥俄州 的Perry核电站和Davis-Besse核电站，以及宾夕法尼亚州的Beaver Valley核电站购电。Meta 表示，该协 议将有助于为俄亥俄州核电站的扩建提供资金，并延长这些核电站的运行寿命。目前，这些核电站的 ...

周五，核电股盘前全线大涨，Oklo Inc(OKLO.US)飙升近19%，Vistra Energy(VST.US)涨超16%， NuScale Power(SMR.US)涨近13%，NANO Nuclear Energy(NNE.US)涨超11%，Centrus Energy(LEU.US)、Constellation Energy(CEG.US)涨超7%。消息面上，Meta宣布与三家核电供应商达成 协议，分别是Oklo、Vistra和TerraPower。根据官方新闻稿，Meta将从Vistra位于俄亥俄州的Perry核电站 和Davis-Besse核电站，以及宾夕法尼亚州的Beaver Valley核电站购电。Meta表示，该协议将有助于为俄 亥俄州核电站的扩建提供资金，并延长这些核电站的运行寿命。目前，这些核电站的运营许可至少有效 至2036年，其中Beaver Valley核电站两座反应堆中的一座获准运行至2047年。 Meta全球事务首席官乔尔.卡普兰(Joel Kaplan)表示，加上公司去年与Constellation达成的协议，这些计 划将"使Meta成为美国历史上最重要的企业核电采购方之一 ...

NEW YORK (AP) — U.S. stocks hit records Friday following a mixed report on the U.S. job market, one that may delay another cut to interest rates by the Federal Reserve but does not slam the door on it. The S&P 500 climbed 0.6% and topped its prior all-time high set earlier in the week. The Dow Jones Industrial Average added 237 points, or 0.5%, and likewise set a record, while the Nasdaq composite led the market with a 0.8% gain. The moves came after the U.S. Labor Department said employers hired fewer ...

Industry Overview - The AI-powered data center infrastructure is experiencing significant growth, with global capital expenditure projected to reach approximately $7 trillion by 2030 [1] - The demand for electricity from data centers in the U.S. is expected to rise from 19 gigawatts (GW) in 2023 to 35 GW by 2030 [2] Nuclear Energy Sector - Nuclear energy is gaining traction as a solution to meet increasing global electricity demand and transition to cleaner energy sources [2] - The U.S. aims to increase its nuclear capacity from about 100 GW in 2024 to 400 GW by 2050 through various executive orders aimed at modernizing the nuclear sector [3] Constellation Energy Corp. (CEG) - CEG is a leading energy company focused on clean energy, particularly nuclear, with a strategic capital expenditure of $5.1 billion planned through 2025 [5] - CEG's nuclear reactors achieved a 98.8% operating rate during mid-2025, powering approximately 16 million homes and businesses [6] - CEG has entered into significant contracts, including a $1.6 billion agreement with Microsoft to revive the Three Mile Island nuclear plant and a $1 billion deal with the U.S. General Services Administration for clean energy [8][9] - Expected revenue and earnings growth rates for CEG are 11% and 22.5%, respectively, for the next year [12] Talen Energy Corp. (TLN) - TLN operates various power plants and is expanding its nuclear energy relationship with Amazon to provide 1,920 megawatts of carbon-free power through 2042 [16][17] - TLN's expected revenue and earnings growth rates are 67.4% and over 100%, respectively, for the next year [17] Dominion Energy Inc. (D) - D is focused on strengthening its electric and natural gas infrastructure while adding renewable assets to achieve carbon neutrality by 2050 [18] - D is exploring small modular reactors (SMRs) and has signed an MOU with Amazon to enhance potential SMR nuclear development in Virginia [20] - Expected revenue and earnings growth rates for D are 6.2% and 5.9%, respectively, for the next year [21]