**Meta Platforms Expands Nuclear Partnerships for AI Infrastructure**
Meta Platforms (META) has entered long-term nuclear power agreements with Vistra, TerraPower, and Oklo, aiming to secure up to 6.6 gigawatts (GW) of nuclear electricity by 2035. This initiative is part of Meta’s strategy to enhance its AI infrastructure, which is set to undergo heavy capital expenditures projected between $70 billion and $72 billion in 2025. The company anticipates spending a total of approximately $380 billion on AI infrastructure collectively with Alphabet, Amazon, and Microsoft by 2025.
**Nuclear Energy Deals to Drive Reliability and Innovation**
The power purchase agreements include a 20-year contract with Vistra and investments in advanced reactor projects with Oklo and TerraPower. These powers will ensure stable electricity supply—vital for Meta’s AI systems like the Prometheus supercluster. Meta’s commitment to new Natrium units could add up to 2.79 GW of capacity by 2035, supporting its energy needs as the company navigates increasing operational costs.
**Market Performance and Investor Outlook**
Despite these advancements, META shares have only returned 2.3% over the past year, significantly underperforming the Zacks Computer & Technology sector, which saw a 27.6% gain. Analysts predict that Meta’s 2025 earnings will decline to $23.04 per share, down 4.3% from previous estimates. As prospects dim due to rising competition in both the advertising and AI markets, META’s shares are viewed as overvalued, prompting a “Hold” recommendation from analysts.
