Meta’s Nuclear-Powered AI Expansion Ignites Energy Sector Rally
Meta has locked in a 20-year nuclear power trifecta with Vistra, Oklo, and TerraPower to fuel its Prometheus AI data centers. The deals guarantee enough electricity for 5 million homes while sending energy stocks soaring. Vistra shares surged after committing 2,609 MW of clean nuclear capacity through 2034—enough to power every data center in Northern Virginia twice over.
Oklo's modular reactor campus in Ohio will dedicate 1.2 GW exclusively to Meta's AI supercluster, while TerraPower's Natrium units promise another 2.1 GW by 2035. 'This isn't just about powering servers—it's about securing the energy sovereignty required for AGI development,' remarked a Wall Street analyst tracking the deals.
The MOVE accelerates the convergence of energy and tech infrastructure, with Meta effectively becoming a utility-scale power buyer. As one trader noted: 'They're not just building AI models—they're building the grid to run them.'
