New nuclear capacity won’t show up until around 2030

Meta is writing more checks for nuclear investment, even though the new capacity tied to those deals is unlikely to come online until around 2030. The company says it will need the new power to run its hyperscale datacenters.

Facebook's parent company says it has inked agreements with three outfits - TerraPower and Oklo are developing new reactor technology or building fresh sites, while Vistra is supporting existing nuclear plants. All three will deliver electricity into the grid rather than straight to Meta's own facilities.