What to know about Meta's big nuclear deals
Speakers
Julia Boorstin
— Senior Media & Tech Correspondent
Kelly
— Host
Summary
CNBC's Julia Boorstin reports that Meta is striking nuclear energy deals to secure power for its AI data centers and catch up with rivals such as OpenAI, Microsoft, and Google. The segment notes that Meta's shares have fallen 13% amid concerns over sharply higher 2025 capex and unclear AI monetization, while the deals highlight a broader shift among hyperscalers toward energy availability.
- Meta is signing nuclear supply agreements with three providers, including Oklo and Vistra.
- The deals aim to secure energy for Meta's AI data centers and help it catch up in AI.
- Hyperscalers are not backing off AI ambitions; focus is shifting to energy availability.
- Meta shares are down 13% since warning that 2025 capex could reach $72 billion, up from $39 billion in 2024.
- BofA says Meta has not fully laid out how it will monetize AI investments such as Llama.
- Vistra shares rose about 10% on the news, according to the segment.
Ideas
Meta's AI energy spend faces monetization doubts.
Meta is signing nuclear energy deals to secure power for AI data centers and catch up with OpenAI, Microsoft and Google, but its shares are down 13% since it warned that 2025 capex would rise to as much as $72 billion from $39 billion in 2024, and BofA notes Meta has not fully laid out how it will monetize AI investments such as Llama.
AI energy demand boosts nuclear power theme.
Meta's nuclear deals reflect a broader shift among hyperscalers from GPU and data-center construction constraints to energy availability, creating a developing tailwind for nuclear energy as AI compute demand keeps growing.
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This CNBC video, published January 09, 2026, features Julia Boorstin discussing META, URA. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Julia Boorstin · Tickers: META, URA