Nuclear-power enthusiasts are more optimistic about the future of the technology. They think power demand will continue to increase, thanks in part to AI. And once online, new nuclear reactors will be used to displace older fossil-fuel plants, including those built to address nearer-term electricity needs.

Meta believes it will need one to four gigawatts of nuclear power, in additional to the energy it already consumes, to fuel its AI ambitions. As such, it will put out a request for proposals (RFP) to find developers capable of supplying that level of electricity in the United States by early 2030.

The convergence of AI and nuclear energy brings unique risks, especially when AI moves from a passive tool to an autonomous participant.

As of the close of trading on Nov. 29, shares of Constellation Energy had returned 119% in 2024, making it one of the best-performing stocks in the S&P 500. Of note, Constellation's nuclear energy peer, Vistra, was up 315% year to date, making it the top-performing stock in the S&P 500.

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There's no AI revolution without an energy revolution, according to leaders in the AI industry.

As demand for clean electricity to run data centers increases, operators are considering nuclear energy. But the path to power has a few roadblocks.

The company said it is looking for developers that can help accelerate the availability of new nuclear generators and create "sufficient scale" to achieve material cost reductions.

Meta plans to invest $10B in building a massive AI data center in Louisiana, aiming to power it with clean energy and potentially nuclear energy.

Liam Denning is a Bloomberg Opinion columnist covering energy. A former banker, he edited the Wall Street Journal’s Heard on the Street column and wrote the Financial Times’s Lex column.

Meta Platforms Inc announced plans to seek nuclear energy proposals to power AI innovation and sustainability goals.