Overview
- Meta signed 20-year power purchase agreements with Vistra for more than 2.1 GW from the Perry and Davis-Besse plants plus 433 MW of uprates including Beaver Valley, with first deliveries in late 2026 and additions through 2034 into the PJM grid.
- Meta will fund TerraPower’s development of two Natrium reactors totaling up to 690 MW as early as 2032, with rights to energy from up to six additional units targeted by 2035.
- An agreement with Oklo provides prepayment and development funding for a Pike County, Ohio campus that could deliver up to 1.2 GW starting as soon as 2030, subject to regulatory and construction milestones.
- The company said the portfolio supports up to 6.6 GW of new and existing nuclear capacity by 2035 and helps extend the life and output of operating reactors; financial terms were not disclosed.
- The announcements follow Meta’s 2025 Constellation deal and sent Vistra and Oklo shares sharply higher in early trading as investors reacted to the long-duration power commitments.