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More Reading from MarketBeat.com

Power Hungry: Inside Meta’s Huge Investment in a Nuclear Strategy

Reported by Jeffrey Neal Johnson. Publication Date: 1/12/2026. 

In Brief

• Meta’s strategic partnership with Oklo enables the company to develop a dedicated nuclear energy campus that provides a consistent power supply for AI.
• Management is utilizing a capital-efficient prepayment model to fund infrastructure construction without taking on new debt or diluting existing shareholders.
• Securing a private energy pipeline creates a significant competitive moat by ensuring the reliability required to run advanced agentic artificial intelligence systems.

For the past two years the narrative around the artificial intelligence (AI) boom has focused almost exclusively on silicon chips. Investors watched as tech-sector giants purchased billions of dollars’ worth of processors to expand their data centers.

But a new bottleneck has emerged that may be harder to solve than chip shortages: electricity. As AI shifts from chatbots to agentic systems that run continuously, power demands could exceed what the current U.S. grid can reliably supply.

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Meta Platforms (NASDAQ: META) has moved aggressively to address that risk. In the first weeks of January 2026 the company signed a definitive agreement with Oklo Inc. (NYSE: OKLO)to develop a large nuclear power campus. The deal is a strategic step toward vertical integration: by securing its own power supply, Meta is shielding itself from future grid instability and price volatility, signaling that energy independence is essential to its AI ambitions.

Solving the Puzzle: The Shift to Baseload Power

The Oklo partnership is an industrial-scale infrastructure project in Pike County, Ohio, centered on Oklo’s Aurora reactors. These advanced fast-fission reactors support nuclear fuel recycling, an advantage over many traditional designs, and the project targets up to 1.2 gigawatts (GW) of capacity.

To put that scale in context, 1 GW can power roughly 900,000 homes. Meta is effectively commissioning utility-scale generation dedicated to its operations.

The location is deliberate: Pike County is near Meta’s Prometheus supercluster and other regional data centers, which reduces transmission distances, energy losses and reliance on congested public lines.

Many environmentally minded investors ask why companies don’t simply rely on wind and solar, which are typically cheaper to build.

The answer is physics and reliability. AI data centers operate near-constantly and require baseload power — a steady, 24/7 electricity supply that doesn’t flicker on and off.

• Intermittency: Solar panels produce nothing at night and wind turbines can be still during calm weather.
• Storage costs: Batteries can store energy but are currently too costly to sustain operations at data-center scale for extended periods.
• The nuclear solution: Nuclear provides the continuous reliability of coal or natural gas without the same carbon emissions or the operating constraints of fossil fuels.

By locking in baseload capacity with Oklo, Meta expects to achieve very high uptime for its AI services — a reliability level that will be critical for Meta Superintelligence Labs and the deployment of always-on enterprise AI agents.

Spending for Survival: How Meta Funds Infrastructure

Transitioning to an AI-first company carries a steep price. In the third quarter of 2025 alone, Meta reported capital expenditures (CapEx) of $19.37 billion. Full-year 2025 spending was forecast at $70 billion to $72 billion, and 2026 guidance is expected to be even higher — figures that have raised questions about efficiency and profit margins.

Still, the Oklo deal reveals a deliberate financing approach. Meta is using a prepayment model: rather than issuing interest-bearing debt, it is deploying cash reserves (reported at $44.45 billion in the most recent quarter) to provide upfront construction capital.

This structure provides two notable benefits:

1. Balance-sheet discipline: Meta can secure critical assets without taking on additional debt or issuing new shares.
2. Cost certainty: Prepaying construction locks in priority access to generated power and stabilizes energy costs for decades, insulating Meta from volatile spot markets.

On the Q3 2025 earnings call, Chief Financial Officer Susan Li emphasized that infrastructure capacity is central to realizing AI opportunities. Viewed this way, rising expenses are not merely higher operating costs but the upfront investment required to compete over the next decade — similar to building railroads or fiber networks in past industrial cycles.

Building a Private Grid: A 6.6 GW Energy Pipeline

The Oklo agreement is one component of a broader energy strategy. Meta has assembled an energy pipeline of up to 6.6 GW that includes partnerships with Vistra (NYSE: VST), which is extending the life of existing nuclear plants for near-term reliability, and TerraPower, which is developing next-generation reactors. That diversification reduces the impact of delays on any single project.

The first Oklo reactors are expected to come online around 2030. While that timeline is years away, it aligns with forecasts that the U.S. grid will face acute capacity pressures by 2030 as AI demand converges with growth in electric vehicles and manufacturing.

That scenario creates a competitive moat. Companies dependent on the public spot market could face rationing, throttling, or extreme prices during peak periods. Meta, with committed nuclear generation, would have a meaningful operational advantage.

Moreover, this infrastructure underpins Meta’s software ambitions. Following the acquisition of Manus, Meta is moving toward agentic AI — software that autonomously performs complex tasks. Those agents need uninterrupted inference computing; even brief outages could disrupt millions of active agents. Controlling the power source helps ensure the reliability required to sell premium, always-on services to enterprise customers.

The Long Game: From Social Media to Industry Titan

Meta Platforms is evolving. While it remains a social media company on the surface, its capital allocation increasingly resembles that of an industrial infrastructure company.

The Oklo partnership underscores management’s view of energy as a strategic asset to be developed rather than simply purchased.

For investors, the heavy CapEx should be seen partly as a long-term insurance policy against grid failure. As AI models grow in size and complexity, the ability to power them will be a key determinant of market leadership. By vertically integrating into energy production, Meta is reducing that operational risk.

The payoff is years away, but the strategy builds a foundation for sustained growth that is less dependent on public utilities. Over time, the company’s valuation will increasingly reflect these tangible assets and the competitive advantages they create.

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