Meta is turning to nuclear energy to power its expanding data centers, aiming for up to 4 gigawatts of new capacity by the early 2030s. Their goal is to secure reliable, zero-carbon energy to meet growing AI demands and support the US electric grid.
Why it matters: Meta's push aligns with a broader tech industry trend, with companies like Amazon and Google also investing in nuclear energy to support their data centers and sustainability goals.
The details: Meta has issued a request for proposals (RFP) to find partners capable of managing every stage of nuclear development—from finding sites to construction and operation. Meta's head of global energy, Urvi Parekh, said the company is "geographically agnostic," open to different reactor technologies, and looking for partners ready to tackle the entire process.
- Meta wants to collaborate early, offering cost-sharing opportunities and long-term agreements to incentivize nuclear projects.
- Proposals are due by February 7, 2025.
The big picture: U.S. data center power usage is expected to triple by 2030, and Meta believes nuclear energy will provide the stable, consistent power needed for this expansion.
- Meta has previously invested in renewables like solar and wind, committing to 100% clean energy since 2020.
- Nuclear presents new challenges, including high costs and regulatory hurdles, but Meta hopes to replicate its early success with renewables by making a similar commitment to nuclear.
Zoom out: Meta's plan to secure up to 4 gigawatts of nuclear energy is ambitious—equivalent to roughly four traditional nuclear plants. It reflects a growing trend in the tech industry, where giants like Amazon and Microsoft are also making moves into nuclear power to address soaring energy needs.
- Amazon recently announced a nuclear-powered data center with Talen Energy.
- Microsoft has a deal to restart a reactor unit at the Three Mile Island plant.
Between the lines: Meta will need to navigate challenges like an overburdened U.S. Nuclear Regulatory Commission, uranium fuel supply issues, and potential community opposition.
What's next: As Meta looks ahead to the next decade, the push for nuclear reflects a broader strategy to align AI growth with sustainability. By seeking nuclear power, Meta hopes to redefine what a reliable, zero-carbon grid looks like in the 2030s.