Latest / Chips, compute and energy
Meta signs nuclear deals with Vistra, TerraPower and Oklo for up to 6.6GW by 2035
Meta announced agreements covering up to 6.6GW of new and existing nuclear capacity by 2035: 433MW of uprates at Vistra's Perry, Davis-Besse and Beaver Valley plants, funding for two TerraPower Natrium reactors with rights to up to six more, and an Oklo campus in Pike County, Ohio of up to 1.2GW targeted for around 2030. The deals came out of a request for proposals Meta issued in December 2024.
Why it matters
Hyperscalers are now underwriting new reactors directly, tying AI data-centre growth to the pace of US nuclear licensing.
Line of Thought
Follow this story
Pick any item to keep going. Your path builds up above as a line you can share.
Curated lines through this story
Directly linked
Connections our researchers recorded
- DevelopmentFERC orders six US grid operators to fix or defend rules for connecting data centres18 Jun 2026 · Policy · USContrasts with: Long-dated new generation versus near-term grid-connection reform
What led here
Earlier developments on the same thread
- DevelopmentOpenAI signs 6GW AMD GPU deal and gets warrant for up to 160m AMD shares6 Oct 2025 · Deal · US
- DevelopmentWhite House publishes America's AI Action Plan and three executive orders23 Jul 2025 · Policy · US
- DevelopmentStargate UAE: 1GW OpenAI cluster planned in Abu Dhabi, first 200MW due in 202622 May 2025 · Deal · AE, US
- DevelopmentOpenAI, SoftBank, Oracle and MGX launch $500bn Stargate data-centre venture21 Jan 2025 · Deal · US
What happened next
Later developments on the same thread
- DevelopmentSenate Democrats ask Treasury and FSOC to probe AI-sector debt risks22 Jan 2026 · Statement · US
- DevelopmentAnthropic secures multiple gigawatts of Google TPU capacity with Broadcom from 20276 Apr 2026 · Deal · US
- DevelopmentEmerald AI, Google and NVIDIA form alliance for grid-flexible AI data centres16 Sep 2026 · Launch · US
- DevelopmentKansas City Fed's Schmid asks whether the AI ecosystem is becoming too big to fail25 Sep 2026 · Statement · US
Same story elsewhere
What other countries and bodies did on this
- DevelopmentEU opens call for up to seven AI gigafactories in at least seven member states30 Jul 2026 · Programme · EU
- DevelopmentBank of England flags AI debt boom, circular financing and AI cyber threat7 Jul 2026 · Report · GB
- DevelopmentParis AI Action Summit closes with declaration the US and UK decline to sign11 Feb 2025 · Statement · INTL, FR
- DevelopmentUK says 38 of 50 AI Opportunities Action Plan commitments met; Lanarkshire named AI Growth Zone days later29 Jan 2026 · Report · GB
Rules in play
Laws and guidance this touches
- RuleAI Action PlanUS · In force · 23 Jul 2025
Threads by topic: Energy and power Data centres Investment and financing