Meta signs nuclear energy deals to power Prometheus AI supercluster

Meta CEO Mark Zuckerberg wears the Meta Ray-Ban Display glasses, as he delivers a speech presenting the new line of smart glasses, during the Meta Connect event at the company’s headquarters in Menlo Park, California, U.S., Sept. 17, 2025.

Carlos Barria | Reuters

Meta on Friday announced agreements with three nuclear power providers, including one backed by OpenAI CEO Sam Altman, as part of its efforts to secure necessary resources for its AI ambitions.

The arrangements with Vistra, TerraPower and Oklo, which are all working on nuclear power technologies, are for Meta’s Prometheus supercluster computing system that’s being built at a data center in New Albany, Ohio. No financial terms were disclosed.

Shares of Vistra and Oklo rocketed higher following the news, climbing 16% and 18%, respectively.

Meta CEO Mark Zuckerberg announced Prometheus in July, describing the system as one of the keys to the development of the company’s advanced artificial intelligence efforts. Meta has said it expects Prometheus to come online sometime in 2026.

In working with the three companies on energy production, Meta said the projects should add 6.6 gigawatts of power by 2035, exceeding the total demand of New Hampshire.

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Oklo and Vistra one-day stock chart.

“State-of-the-art data centers and AI infrastructure are essential to securing America’s position as a global leader in AI,” Meta policy chief Joel Kaplan said in a statement.

The company said it will help fund Vistra’s nuclear power plants in Ohio and Pennsylvania, extending the lifespan of those facilities and increasing their energy production. The other two companies’ nuclear projects are still being developed.

Meta expects the agreements to create “thousands of construction jobs and hundreds of long-term operational jobs.”

The deals mark the latest efforts by Meta to secure the energy needed to power its AI infrastructure as the company marches toward Zuckerberg’s goal of developing superintelligence, a term used to describe AI that can greatly exceed the capabilities of humans on numerous tasks.

Meta’s megacap rivals are also looking to nuclear power to help fuel their AI work. Meta, Amazon and Google signed a pledge in March supporting the tripling of global nuclear energy production by 2050.

In June, Meta announced a 20-year agreement with Constellation Energy so it could purchase purchase nuclear power from the company’s Clinton Clean Energy Center in Illinois beginning in 2027.

Meta’s deal with TerraPower will provide funding for two of the energy company’s nuclear projects that are under development and could begin generating power by 2032, according to Friday’s announcement. Meta said it could obtain rights for more energy from up to six of TerraPower’s other nuclear energy projects that are targeted for delivery by 2035.

Meanwhile, Oklo’s advanced nuclear technology campus is expected to come online as soon as 2030 in Pike County, Ohio, Meta said. 

OpenAI’s Altman is one of Oklo’s biggest investors, owning a 4.3% stake worth about $650 million as of Thursday’s close, according to FactSet. Oklo went public in 2024 through a special purpose acquisition company that Altman co-founded.

Altman stepped down as chairman of Oklo’s board in April as a way to help the company secure more customers with companies that compete with OpenAI.

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