Peter Smith
⬤ Meta just dropped news about a massive energy play that's got everyone talking. The tech giant announced it's locking in up to 6.6 gigawatts of nuclear power by 2035 through deals with three major energy providers. Here's the thing—this isn't just another corporate energy announcement. We're talking about one of the biggest nuclear power purchases by any American company, ever.
⬤ Let's put those numbers in perspective. That 6.6 gigawatts? That's enough juice to power roughly 16 to 17 million U.S. homes for a year. We're not dealing with small-scale stuff here. This is enterprise-level power consumption that shows exactly how much electricity Meta needs to keep its operations humming, especially with AI workloads eating up more and more energy.
⬤ The timing tells you everything. Data centers are hitting a wall when it comes to power availability, and AI is only making that worse. Meta's going nuclear because it checks all the boxes—stable, low-carbon, and capable of handling massive, continuous demand without the volatility you get from other sources. It's essentially future-proofing against grid constraints, wild energy prices, and whatever emissions regulations are coming down the pipeline.
⬤ Why traders should care: Energy security is becoming a make-or-break factor for tech infrastructure growth. Meta's move could influence where data centers get built, how much infrastructure investment flows into power generation, and what operating costs look like going forward. Beyond Meta, this signals a major shift in how Big Tech thinks about energy—nuclear's back on the table in a serious way. Watch for ripple effects across both tech infrastructure stocks and power generation assets as electricity demand keeps climbing worldwide.
Peter Smith
