Meta, Google, and Microsoft are making significant investments in nuclear power to support their expanding AI operations. Meta has signed a long-term power purchase agreement with Vistra, securing electricity from multiple nuclear plants. The company has also partnered with Oklo and TerraPower to advance small modular reactors and fourth-generation nuclear technologies, potentially securing up to 6.6 GW of nuclear power by 2035. This trend is part of a broader move by U.S. AI companies to secure stable, low-carbon energy sources amid increasing electricity demands. Microsoft is working to restart retired nuclear plants, while Amazon and Google are also expanding their nuclear power agreements. The surge in AI-driven electricity demand is pressuring the U.S. power grid, with PJM, the largest grid operator, facing significant supply challenges. As AI continues to drive electricity consumption, nuclear power is becoming a strategic resource for tech giants.
Meta, Google, and Microsoft Invest in Nuclear Power for AI Growth
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