Meta’s nuclear agreements send Oklo and Vistra soaring, signaling a broader shift in how data centers fuel the AI boom
The artificial intelligence boom is rapidly reshaping global energy markets, and nuclear power is emerging as a central beneficiary. Shares of Oklo Inc. and Vistra Corp. surged after Meta Platforms Inc. agreed to purchase nuclear-generated electricity to support its expanding AI data centers. Oklo stock jumped as much as 19%, while Vistra climbed up to 16%, lifting the entire nuclear sector.
The rally extended beyond the two companies. Peers such as NuScale Power Corp. rose on the news, alongside uranium producers including Centrus Energy Corp. and Cameco Corp.. Investors interpreted Meta’s move as a strong vote of confidence in nuclear energy’s role in powering next-generation computing.
According to Wedbush Securities analyst Dan Ives, the announcement is “incrementally positive for the entire nuclear energy industry,” as it reinforces hyperscalers’ willingness to embrace new energy sources to overcome power constraints facing AI growth. Energy availability, rather than chips alone, is increasingly seen as the key bottleneck in scaling AI infrastructure.
Under the agreements, Meta signed a 20-year power purchase deal with Vistra covering two existing nuclear plants and reached a separate arrangement with Sam Altman–backed Oklo to advance its small modular reactor (SMR) development. While SMRs have yet to be commercially deployed, they are widely viewed as a flexible, long-term solution for energy-intensive data centers.
The shift comes amid rising public backlash as households and businesses face higher energy bills driven by data center demand. For an industry that had been struggling with high costs and reactor shutdowns, AI has breathed new life into nuclear power. Oklo shares gained more than 200% in 2025, while Vistra followed a 200% rally in 2024 with additional gains in 2025—underscoring how AI is rewriting the future of nuclear energy.
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