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Monday's Featured Content Power Hungry: Inside Meta's Huge Investment in a Nuclear StrategyWritten by Jeffrey Neal Johnson. Published: 1/12/2026. 
Article Highlights- Meta's strategic partnership with Oklo enables the company to develop a dedicated nuclear energy campus that provides a consistent power supply for AI.
- Management is utilizing a capital-efficient prepayment model to fund infrastructure construction without taking on new debt or diluting existing shareholders.
- Securing a private energy pipeline creates a significant competitive moat by ensuring the reliability required to run advanced agentic artificial intelligence systems.
For the past two years, the narrative around the artificial intelligence (AI) boom has focused almost exclusively on silicon. Investors watched as tech-sector giants spent billions on processors to expand their data centers. But a new bottleneck has emerged that may be harder to solve than chip shortages: electricity. As AI models evolve from simple chatbots into agentic systems that run continuously, they will require more power than the current U.S. electrical grid can reliably supply. A growing number of investors are paying attention to developments around private space companies and potential future public listings.
In a recent briefing, one research publisher outlines how some investors are seeking early exposure to the space economy through publicly traded assets — without waiting for a formal IPO. The presentation walks through the structure, risks, and mechanics behind this approach for those who want to understand how it works. Read the full sponsor briefing here Meta Platforms (NASDAQ: META) has moved aggressively to address this challenge. In early January 2026, the company signed a definitive agreement with Oklo Inc. (NYSE: OKLO) to develop a large nuclear power campus. The deal marks a strategic pivot toward vertical integration: by securing its own power supply, Meta insulates itself from grid instability and price volatility, signaling that energy independence is essential to its AI growth plans. Solving the Puzzle: The Shift to Baseload PowerThe partnership with Oklo is an industrial-scale infrastructure project in Pike County, Ohio. The agreement centers on deploying Oklo’s Aurora reactors — advanced fast-fission designs capable of nuclear fuel recycling, which offers advantages over traditional reactors. The project targets up to 1.2 gigawatts (GW) of capacity. To put that scale in context, 1 GW is roughly the energy needed to power about 900,000 homes. Meta is effectively commissioning utility-scale generation for its own operations. The site is also strategic: Pike County lies near Meta’s Prometheus supercluster and other regional data centers, reducing long-distance transmission losses and dependence on congested public lines. Many green investors ask why tech companies do not rely solely on wind and solar, which are often cheaper to build. The answer comes down to the physics of AI. Data centers running large models operate at very high utilization continuously. They need baseload power — a steady, uninterrupted flow of electricity. - Intermittency: Solar panels produce no power at night, and wind turbines generate intermittently depending on weather.
- Storage limits: Batteries can store energy, but they remain too costly to reliably power massive data centers for extended periods.
- Nuclear advantages: Nuclear provides steady, dispatchable power comparable to coal or natural gas without the same carbon emissions or long-term fossil-fuel regulatory risks.
Securing baseload power through Oklo positions Meta to target engineering uptime standards approaching 99.99% for its AI services — a reliability level critical to Meta Superintelligence Labs and the deployment of advanced agentic systems for enterprise customers. Spending for Survival: How Meta Funds InfrastructureBecoming an AI-first company carries a steep price. In the third quarter of 2025, Meta reported capital expenditures (CapEx) of $19.37 billion. The company forecast full-year 2025 spending between $70 billion and $72 billion, and 2026 guidance is expected to be higher. Those large outlays have made some investors nervous about efficiency and profit margins. But the Oklo deal reveals a deliberate approach to capital deployment. Meta is using a prepayment model: rather than taking on interest-bearing debt, it is applying substantial cash reserves — reported at $44.45 billion in the most recent quarter — to provide upfront construction capital. This structure offers two key bullish signals: - Balance-sheet efficiency: It secures essential assets without materially increasing leverage or diluting shareholders through new stock issuance.
- Cost certainty: By funding construction, Meta gains priority access to the power and can lock in energy costs for decades, insulating itself from volatile spot prices.
On the Q3 2025 earnings call, Chief Financial Officer Susan Li emphasized that infrastructure capacity is central to realizing AI opportunities. Seen this way, rising expenditures are not just higher operating costs but the entry fee for the next decade of computing — analogous to building railroads or fiber networks in earlier industrial waves. Upfront investment creates a defensible economic engine competitors will find hard to replicate. Building a Private Grid: A 6.6 GW Energy PipelineThe Oklo agreement is one element of a broader energy strategy. Meta has secured an energy pipeline of up to 6.6 GW through a mix of partners, including Vistra (NYSE: VST), which extends the life of existing nuclear plants for near-term reliability, and TerraPower, which is developing next-generation reactors. That diversification reduces the risk that delays at any single project will cripple Meta’s plans. The timeline for Oklo stretches into the next decade: the first reactors are expected to come online around 2030. While that may seem distant, it aligns with projections for U.S. grid stress. By 2030, experts expect many regions to face severe capacity shortages driven by AI demand, electric vehicles, and increased electrification of industry. That creates a meaningful competitive moat. Companies relying on the public spot market for electricity could face rationing, throttling, or extreme prices during peak hours. Meta, having committed to its own generation assets, will hold a material operational advantage. That infrastructure also underpins Meta’s newest software ambitions. After acquiring the AI startup Manus, Meta is advancing toward agentic AI — software that autonomously performs complex tasks. Those agents need constant, uninterrupted inference compute; even a brief outage could interrupt millions of active agents. Controlling the power source helps Meta guarantee the reliability required to market premium enterprise services. The Long Game: From Social Media to Industry TitanMeta Platforms is changing. While it remains a social media company on the surface, its capital allocation increasingly resembles that of an industrial infrastructure firm. The Oklo partnership underscores management’s view of energy as a strategic asset to develop and control. For investors, the high CapEx should be seen as a long-term insurance policy against grid failure. As AI models grow in size and complexity, the ability to power them will help determine market leadership. By vertically integrating into energy production, Meta is de-risking its long-term future. The payoff may be years away, but the strategy lays a foundation for sustained growth that is less dependent on public utility constraints. The stock’s valuation is increasingly supported by these tangible assets and the competitive advantages they create.
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