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Meta has entered into a significant agreement with nuclear energy startup Oklo to procure 6.6 gigawatts of power to support its expanding AI data center infrastructure. Oklo’s strategy specifically focuses on microreactor technology, a modular approach that distinguishes its growth model from traditional utility operators. This high-growth startup strategy stands in contrast to the regulated stability offered by established competitors like Dominion Energy in the nuclear sector. The partnership serves as a critical milestone for Oklo, providing the necessary backing to bring its first nuclear power plant into operation. By securing this capacity, Meta follows industry peers like Microsoft and Amazon in pivoting toward nuclear energy as a primary source for generative AI needs. The scale of the 6.6 GW commitment underscores the intensity of the AI arms race and the resulting demand for stable, carbon-free baseload power.
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