AI BriefingTerraPower Signs Major Deal with Meta to Build 8 Next-Generation 345 MW Natrium Nuclear Power Plants
Key point
Meta has signed a deal with TerraPower to build 8 next-generation nuclear power plants to power its AI data centers.
Details
Meta has agreed to collaborate with TerraPower to develop up to 8 power plants, including next-generation Natrium reactors and energy storage systems (ESS). This deal marks the first time Meta has directly invested in next-generation nuclear technology.
Key details are as follows:
- Generation Capacity: Each Natrium reactor provides 345 MW of baseload power, with the energy storage system enabling output to be boosted up to 500 MW. With 8 units deployed, this would provide a total of 2.8 GW of carbon-free power.
- Data Center Support: The generated power will be supplied to hyperscale data centers supporting Meta's AI products and services.
- Timeline and Scale: The first unit is expected to come online starting in 2032, with the overall project scale estimated at approximately $17 billion (about 23 trillion won).
This collaboration is seen as a strategic move by Meta to secure stable 24/7 carbon-free energy to meet the massive power demands required for AI model training and inference.
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