Tech Firms Secure Nuclear Power

Meta has signed long‑term purchase agreements for over 6 GW of nuclear capacity with Vistra (existing plants + upgrades), Oklo (SMRs), and TerraPower (advanced reactors). The deals are part of a 2024 RFP to procure 1–4 GW by the early 2030s and will route significant generation through PJM, a grid already under heavy data‑center load. — Large cloud/AI companies now treat firm, long‑dated zero‑carbon baseload as a strategic input, forcing new politics and planning around grid capacity, permitting, industrial policy, and the geopolitical economics of energy supply.