On January 9, Meta said it has reached agreements that could support up to 6.6 gigawatts of new and extended nuclear generation by 2035, spanning existing plants, capacity uprates, and advanced reactor development. The projects are intended to supply power into regional grids that support Meta’s operations, including its AI infrastructure in Ohio.
Unlike renewable power purchase agreements that primarily address emissions goals, these deals emphasize reliability and capacity certainty—a growing concern as AI workloads drive continuous, high-load electricity demand.
A central element of Meta’s strategy involves extending the life and output of operating nuclear plants in the PJM Interconnection region, one of the most capacity-constrained power markets in the U.S.
Through agreements with Vistra, Meta is supporting continued operations and uprates at three nuclear plants in Ohio and Pennsylvania. The uprates, totaling 433 megawatts, are expected to come online in the early 2030s and would increase firm generation without the long timelines associated with new construction.
For grid planners and facilities leaders, such uprates can be particularly valuable, as they deliver incremental capacity faster than new builds while reinforcing regional reliability.
Meta is also backing next-generation nuclear through agreements with TerraPower and Oklo.
The TerraPower agreement supports development of up to eight Natrium® reactor units, representing 2.8 GW of baseload power with integrated energy storage, targeted for deployment beginning in the early 2030s. Oklo’s planned advanced nuclear campus in Ohio could add up to 1.2 GW of new baseload capacity to the PJM market as early as 2030.
While these projects remain long-dated, the agreements provide developers with financial certainty and signal how large energy users are planning years ahead of load growth.
For facilities and digital operations leaders, Meta’s approach highlights a growing reality: energy procurement is becoming a gating factor for infrastructure expansion. As grid constraints tighten, long-term access to firm power—whether through plant extensions, uprates, or advanced nuclear—has become central to operational planning, not just sustainability strategy.
