Nuclear Power for AI (And Why Meta Just Bet Billions)

Hey everyone,

On January 9, Meta dropped a bomb nobody expected. They signed deals for 6.6 gigawatts of nuclear power. That's enough to power millions of homes.

The reason? Their Prometheus AI supercluster in Ohio needs that much juice just to run. And they're not alone in scrambling for power.​​

For the first time in 20 years, US power demand is rising. The cause? AI and data centers.​

AI training racks pull 40-100+ kilowatts each. Traditional servers? 5-15 kW. That's a 10x jump in power per rack.​

Meta's Prometheus supercluster needs nuclear-level power just to exist. The deals they signed will create thousands of construction jobs and hundreds of permanent positions. But more importantly, they lock in guaranteed electricity when the grid can't keep up.​​

This follows their June 2025 deal with Constellation Energy for another 1.6 GW starting in 2027. Combined, Meta is securing over 8 GW of nuclear power through 2035.​

Now: Vistra's existing plants start delivering 2.1 GW immediately under 20-year contracts​

2027: Meta's Constellation deal kicks in with 1.6 GW​

2030: Oklo's Ohio campus could come online with 1.2 GW​

2032: TerraPower's first two Natrium units deliver 690 MW

2035: Full 6.6 GW capacity online from all three deals​​

This isn't speculation. These are signed agreements with funding commitments.​

Joel Kaplan, Meta's policy chief, called these deals essential to "securing America's position as a global leader in AI".​

But here's what changed: not having power became more expensive than overpaying for it.​

Meta is paying premium rates because their AI infrastructure is worthless without electricity. Vistra stock jumped 8% and Oklo surged 20% when the deals were announced. The market knows energy just became the limiting factor for AI scale.​

Meta secured over 8 GW of nuclear power. Microsoft reactivated Three Mile Island. Google and Amazon pledged to triple global nuclear by 2050.​

For indie builders and startups, the message is simple: edge computing isn't just faster or more private anymore. It's the only path that doesn't require gigawatts of nuclear power.

The hyperscalers are betting billions on centralized infrastructure. That creates a massive opening for distributed, energy-efficient solutions that can actually scale without nuclear plants.

Stay sharp,
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