Meta’s Clean Energy Strategy 2025: Securing Nuclear and Renewable Power for AI Data Centers

Meta’s 2025 Clean Energy Projects: From Planning to Procurement

Meta Platforms has executed a direct procurement strategy for clean energy, securing multi-technology power sources through long-term agreements to support its massive AI data center expansion.

• While the 2021-2024 period focused on announcing massive AI infrastructure projects like the $10 billion Louisiana data center, the strategy in 2025 shifted to actively securing the energy for these facilities. This change shows a move from planning to execution in its energy procurement.
• A key development in June 2025 was the signing of a 20-year nuclear energy agreement with Constellation. This deal provides baseload, carbon-free power for its Illinois AI data centers, diversifying its energy mix beyond intermittent renewables.
• Meta also expanded its renewable portfolio in 2025 by signing four contracts with Invenergy for over 650 MW of wind and solar capacity. Earlier in the year, it secured 595 MW of renewable energy in Texas through agreements with Zelestra.
• The mix of nuclear, wind, and solar agreements demonstrates that large technology companies are adopting a portfolio approach to power procurement. This signals a mature market understanding that a single clean technology cannot meet the 24/7 power demands of AI infrastructure.

Analyzing Meta’s Investments in AI Data Center Infrastructure

Meta’s energy procurement strategy is a direct response to its monumental investments in power-intensive AI data centers. In 2025, the company entered a major joint venture to fund the development of its Hyperion campus, while continuing the development of other large-scale sites announced in late 2024. These projects create a predictable, long-term demand for clean energy that Meta is now actively sourcing through multi-year contracts.

Table: Meta Platforms’ Key Data Center Investments Driving Energy Demand

Mapping Meta’s 2025 Clean Energy Partnership Ecosystem

To meet the energy demands of its new data centers, Meta executed a series of strategic partnerships in 2025 with major energy producers. These agreements provide long-term price certainty and a stable supply of carbon-free power, securing critical inputs for its AI operations. The partnerships span both nuclear and renewable energy sources, reflecting a diversified approach.

Table: Meta’s 2025 Clean Energy Procurement Partnerships

Meta Platforms’ Geographic Focus: U.S. Data Center Hubs Drive Energy Deals

Meta Platforms’ clean energy procurement in 2025 is concentrated in key U.S. states where it is building or operating major AI data centers.

• Between 2021 and 2024, Meta’s geographic focus was on site selection for large-scale data centers, culminating in the announcement of a massive campus in Louisiana in late 2024.
• In 2025, Illinois emerged as a strategic location with the signing of a 20-year nuclear power agreement with Constellation to supply its data centers in the state. This move leverages the state’s existing nuclear capacity.
• Texas was another key region, where Meta secured 595 MW of renewable energy through agreements with Zelestra in January 2025. This aligns with the state’s strong wind and solar resources.
• The agreements with Invenergy cover multiple U.S. data centers. This indicates a national strategy to source renewable power across its operational footprint, not just in one state.

Technology Maturity: Meta Platforms Bets on Commercially Proven Clean Energy

Meta’s 2025 energy strategy demonstrates a reliance on commercially mature and scalable clean energy technologies, specifically nuclear, wind, and solar power.

• From 2021-2024, the focus was on infrastructure planning, but in 2025 the company committed to proven technologies through Power Purchase Agreements (PPAs) and Environmental Attribute Purchase Agreements (EAPAs). This shows a clear preference for operational, bankable assets over pilot or R&D stage technologies.
• The 20-year nuclear agreement with Constellation is a significant validation of existing nuclear power as a viable, carbon-free source for baseload AI workloads. This is a commercial-scale commitment, not a pilot project.
• Similarly, the contracts with Invenergy for over 650 MW and Zelestra for 595 MW represent large-scale procurement of commercial wind and solar. These are not small-scale tests but substantial additions to its energy portfolio.

SWOT Analysis: Meta Platforms’ Position in the AI Energy Race

Table: SWOT Analysis of Meta’s Clean Energy Strategy

2026 Outlook: Matching Energy Procurement to Supercluster Demands

The critical action to watch for Meta Platforms is the continued expansion of its energy procurement to match its projected $109 billion capital expenditure in 2026 and the activation of its ‘Prometheus’ supercluster.

• With AI CAPEX projected to jump to $109 billion in 2026, Meta must announce additional large-scale energy agreements to power the new infrastructure this spending will create. The deals signed in 2025 are just the beginning of a much larger procurement cycle.
• The planned 2026 activation of the ‘Prometheus’ AI supercluster, a key part of its AGI ambitions, will require an immense and reliable power source. Expect to see specific energy contracts tied to the location of this new facility.
• The $10 billion AI campus in Louisiana, announced in late 2024, does not yet have a publicly announced power source from the 2025 data. A major energy deal in the Gulf Coast region is a logical next step to support this massive investment.

Frequently Asked Questions

Why is Meta using nuclear power in addition to wind and solar?
Meta is using nuclear power to secure a reliable, baseload, carbon-free energy source for its AI data centers. The article notes that a single clean technology like wind or solar cannot meet the 24/7 power demands of AI. The 20-year agreement with Constellation provides constant power to complement its intermittent renewable energy sources.

What are the major energy partnerships Meta formed in 2025?
In 2025, Meta established three key energy partnerships. It signed a 20-year nuclear energy agreement with Constellation, four contracts with Invenergy for over 650 MW of wind and solar, and agreements with Zelestra for 595 MW of renewable energy in Texas.

How are Meta’s data center investments driving its energy procurement?
Meta’s massive investments in power-intensive AI data centers, such as the $27 billion Hyperion campus and the $10 billion Louisiana campus, create a predictable, long-term demand for clean energy. To meet this demand, Meta is actively securing multi-year power contracts with energy producers like Constellation, Invenergy, and Zelestra.

What is the biggest risk associated with Meta’s current AI and energy strategy?
According to the SWOT analysis, the biggest threat is that capital markets and investors may lose patience with the massive spending on data centers and energy before the full return on investment from its AI initiatives is realized. The projected capital expenditure of $109 billion in 2026 highlights the scale of this financial risk.

What is expected from Meta’s energy strategy in 2026?
The outlook for 2026 suggests Meta will need to announce additional large-scale energy agreements to power the new infrastructure funded by its projected $109 billion capital expenditure. Specifically, the activation of the ‘Prometheus’ AI supercluster and the development of the $10 billion Louisiana campus will require new, dedicated power sources.