What happened
Meta announced agreements with TerraPower, Oklo, and Vistra that it says could support up to 6.6 GW of nuclear capacity by 2035. The portfolio includes both existing generation and projects that still require development.
Why it matters
Long-term power procurement is becoming part of hyperscaler infrastructure strategy. The headline capacity should be read against project schedules, regulatory approvals, grid delivery, and the distinction between existing and new generation.
What to watch next
- Project-by-project approvals, construction milestones, delivery dates, and the portion ultimately serving Meta facilities.