Its a solid move by Meta all around.
With Vistra
The company said it will help fund Vistra’s nuclear power plants in Ohio and Pennsylvania, extending the lifespan of those facilities and increasing their energy production. The other two companies’ nuclear projects are still being developed.
With Oklo
Oklo’s advanced nuclear technology campus is expected to come online as soon as 2030 in Pike County, Ohio, Meta said.
With TerraPower
Meta’s deal with TerraPower will provide funding for two of the energy company’s nuclear projects that are under development and could begin generating power by 2032, according to Friday’s announcement. Meta said it could obtain rights for more energy from up to six of TerraPower’s other nuclear energy projects that are targeted for delivery by 2035.
With the announcements they are not only helping sustain nuclear power plants currently in operation but helping bring more power online. Oklo has been a recent favorite of investors and the government due to the wide array of capabilities that there technology brings with them and the amazing safety features. In total these projects combine will bring 6.6 gigs online.
Hopefully they execute
The one with Vistra is a sure thing as they are helping pay for the uprating which is going to bring online over 300 megawatts
China has started building a mega-dam on the Yarlung Zangbo River in Tibet.
https://www.aljazeera.com/news/2025/7/22/china-starts-construction-of-worlds-biggest-hydropower-dam-in-tibet
https://www.reuters.com/sustainability/climate-energy/china-embarks-worlds-largest-hydropower-dam-capital-markets-cheer-2025-07-21/
https://www.energy-reporters.com/environment/energy-superweapon-activated-worlds-biggest-hydroelectric-dam-gets-green-light-and-signals-a-new-era-of-power-domination/
Annexing Tibet to prevent US nuclear weapons ever being positioned there has now proven a good move for Chinas future energy security.
'Made up of five cascade hydropower stations with the capacity to produce 300 billion kilowatt-hours of electricity annually, equal to the amount of electricity consumed by Britain last year, the dam will be located in the lower reaches of the Yarlung Zangbo.
A section of the river tumbles 2,000 metres (6,561 feet) in a span of 50km (31 miles), offering huge hydropower potential.'
USA is way behind China in electricity power generation capacity and development.
With the emergence of AI this is a strategic - economic- military matter.
China has projected power surplus well into the future capable of powering the energy hungry AI sector- the USA does not have the same forward power generation capacity.
Not only is USA way behind in power generation but it is also way behind in terms of adopting modern energy efficient electricity supply and use technology- like LEDs, EVs, lithium batteries, solar PVs, wind power, hydro power, and last but not least modern nuclear plants.
China has an absolutely massive lead in terms of building new generation including nuclear where it is building dozens of plants and is achieving construction at a cost/kw/capacity 1/6th that USAs new nuclear power plants cost.
A State Capitalist economy like Chinas can and has directed capital, skills and resources toward becoming the global leader in electricity generation and the benefits of that trickle down to all Chinese consumers and businesses who enjoy electricity at prices less than half
charged in all other developed economies.
Trump can get a quick fix of stolen black gold from Venezuela (but it will cost to get it delivered) but already the US energy sector is tragically behind that developed in China.
Under current projected power demand from AI US consumers and businesses will face chronic rolling power cuts and blackouts in the years to come...and massive price hikes...all to fund an AI strategy that is highly speculative and far from guaranteed to deliver any tangible economic or strategic advantage.