Meta secured 6.6 GW of clean nuclear power for 2035

Meta secured 6.6 GW of clean nuclear power for 2035 | Meta announces a nuclear energy prop uh project. They've secured 6.6 gawatts of clean power uh for 2035.

Meta announces a nuclear energy prop uh project. They've secured 6.6 gawatts of clean power uh for 2035.

Beneficiaries (23)

Adverse (6)

{
  "nia": false,
  "qty": "6.6 GW",
  "url": "https://www.youtube.com/watch?v=uOGHXAfvK8w",
  "mode": "CITED_PREDICTION",
  "role": "Cited-Firm",
  "context": "Meta announces a nuclear energy prop uh project. They've secured 6.6 gawatts of clean power uh for 2035. They partnered with Terrap Power.",
  "to_year": 2035,
  "cited_by": "Peter Diamandis",
  "verbatim": "Meta announces a nuclear energy prop uh project. They've secured 6.6 gawatts of clean power uh for 2035.",
  "conv_cues": "secured",
  "direction": "NUMERIC_TARGET",
  "from_year": 2035,
  "timeframe": "2035",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -13,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -12,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic revenue will cross OpenAI revenue in middle of 2026",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -11,
      "source_id": "234_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic will exceed OpenAI in revenue this year (2026).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -10,
      "source_id": "235_002",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Vistra Perry/Davis-Besse 20-year PPA fully executed and Meta drawing 2,176 MW",
      "source": "https://www.world-nuclear-news.org/articles/meta-announces-landmark-agreements-for-new-nuclear",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.85,
      "expected_date": "2026-12-31",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-01-01"
      },
      "measurement_criterion": "FERC filings, Vistra investor materials, or Meta sustainability report confirm 2,176 MW from Perry/Davis-Besse fully allocated to Meta under signed PPA"
    },
    {
      "kind": "scenario_signal",
      "label": "Scenario fires: 50GW dedicated AI/data center grid by Dec 2027",
      "status": "pending",
      "weight": 0.7,
      "ordinal": -8,
      "source_id": "S_GRID_50GW_2027",
      "expected_date": "2027-12-31",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "Stargate is a $500 billion multiyear capex program for distributed AI data-center construction (2025-2028, with Trump administration partner",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "SEM_005",
      "expected_date": "2028-02-09",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Beaver Valley uprate completion delivering incremental capacity to Meta",
      "source": "https://www.utilitydive.com/news/meta-nuclear-deal-oklo-vistra-terrapower-ai-data-centers/809215/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.6,
      "expected_date": "2029-09-15",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2031-12-31",
        "from": "2027-06-01"
      },
      "measurement_criterion": "Vistra confirms Perry/Davis-Besse/Beaver Valley plant uprates complete and delivering additional MW capacity contracted to Meta"
    },
    {
      "kind": "scenario_signal",
      
... (truncated)