Meta Signs 20-Year Nuclear Power Deal With Constellation Energy

Constellation Energy has signed a 20-year agreement to supply nuclear power to Meta Platforms, beginning in mid-2027, sourcing from the Clinton nuclear power plant in Illinois. This deal, Meta's largest to date, reflects the surging electricity demand driven by artificial intelligence growth and marks the company's official entry into the nuclear energy sector. The Clinton plant’s output of approximately 1.1 gigawatts is enough to power around one million households, and Constellation is also considering building a second reactor at the site, which has federal approval. The announcement sparked a significant rally in Constellation's stock, with shares rising over 12% in premarket trading and options volume surging. Other tech giants like Microsoft and Google are similarly investing in nuclear power to meet AI-driven energy demands, highlighting a broader industry trend. This renewed interest positions nuclear energy as a critical component of the clean, reliable power needed for AI infrastructure expansion.