Meta Platforms
Total Deals
Total Capacity
Disclosed Investment
Disclosed transactions only
Deal Period
Latest: Feb 2026
Strategy Breakdown
Business Context
- Meta guided 2026 capex of $115–135 billion, roughly double the $72.22 billion spent in 2025, driven by AI infrastructure.
- Prometheus, a 1-gigawatt AI supercluster in New Albany, Ohio, is scheduled to come online in 2026.
- Richland Parish, Louisiana data center announced December 2024 will deliver over 2 gigawatts of compute capacity.
Commitments
- Net zero emissions across entire value chain by 2030.
- Reduce Scope 1 and 2 emissions by 42% in 2031 from a 2021 baseline.
- Requires renewable procurements derive from the same grids where its data centers operate.
Energy Strategy
A rapid pivot from solar-dominated procurement to a diversified portfolio anchored by nuclear baseload, with 6.6 GW of nuclear capacity secured in January 2026 alone to support gigawatt-scale AI clusters.
- 2026 Vistra nuclear PPAs (Perry, Davis-Besse, Beaver Valley) deliver 2.61 GW of existing fleet capacity plus 433 MW of uprates by early 2030s—largest corporate-backed nuclear uprates in U.S. history.
- January 2026 deals with Oklo (1.2 GW advanced nuclear campus, Pike County OH) and TerraPower (up to 8 Natrium units, 2.8 GW baseload) target 2030–2035 delivery.
- December 2025 NextEra portfolio (2.49 GW solar + storage across ERCOT, SPP, MISO) and 2025 Constellation Clinton nuclear VPPA (1.1 GW) bracket the nuclear pivot.
- Solar remains the largest technology by deal count (44 deals, 12.66 GW), but nuclear now dominates recent capacity additions, reflecting AI compute's demand for firm, around-the-clock power.
Investment Timeline
Deal Breakdown
By Category
By Energy Type
Geographic Footprint
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All Deals
| Date | Deal | Capacity | Value | Category | |
|---|---|---|---|---|---|
| Feb 2026 | Meta – MN8 Energy / Walker Solar Pennsylvania PPA MN8 Energy LLC (New York-based renewable energy and battery storage) | 80 MW | — | PPA | |
| Feb 2026 | Meta – Zelestra Skull Creek Solar EAPA (Texas, 176 MW) Zelestra (formerly Cypress Creek) | 176 MW | — | PPA | |
| Jan 2026 | Meta – Oklo Advanced Nuclear Development Agreement (Pike County, Ohio) Oklo Inc. (California-based; NYSE: OKLO) | 1.2 GW | — | JV/Partnership | |
| Jan 2026 | Meta – Vistra Nuclear PPAs (Perry + Davis-Besse OH + Beaver Valley PA) Vistra Corp. | 2.6 GW | — | PPA | |
| Jan 2026 | Meta – TerraPower Natrium Advanced Nuclear Development Agreement TerraPower (nuclear innovation company; founded by Bill Gates, Nathan Myhrvold, John Gilleland) | 690 MW | — | JV/Partnership | |
| Dec 2025 | Meta – NextEra Energy Resources Solar + Storage Portfolio (2.5 GW) NextEra Energy Resources; Public Service Company of New Mexico (PNM) | 2.5 GW | — | PPA | |
| Nov 2025 | Meta – Treaty Oak Clean Energy Louisiana Solar PPAs (Beekman + Hollis Creek) Treaty Oak Clean Energy | 385 MW | — | PPA | |
| Oct 2025 | Meta – ENGIE North America / Swenson Ranch Solar (Texas, 600 MW) ENGIE North America | 600 MW | $900M | PPA | |
| Aug 2025 | Meta – Pine Gate Renewables Magnolia Solar PPA (Texas, 210 MW) Pine Gate Renewables | 210 MW | — | PPA | |
| Jul 2025 | Meta – Enbridge / Clear Fork Solar Texas PPA Enbridge Inc. (Canada) | 600 MW | $900M | PPA | |
| Jun 2025 | Meta – Invenergy Solar + Wind EAPAs (791 MW — OH, AZ, TX) Invenergy | 791 MW | — | PPA | |
| Jun 2025 | Meta – Constellation Energy / Clinton Clean Energy Center Nuclear VPPA Constellation Energy | 1.1 GW | — | PPA | |
| May 2025 | Meta – AES Corporation Solar PPAs (Texas + Kansas, 650 MW) AES Corporation | 650 MW | — | PPA | |
| May 2025 | Meta – Canadian Solar Midpoint + Gaia Solar PPAs (Texas, 311 MW) Canadian Solar / Recurrent Energy | 311 MW | — | PPA | |
| Mar 2025 | Meta – Sembcorp Singapore Floating Solar PPA (Kranji Reservoir) Sembcorp Solar Singapore Pte Ltd (Sembcorp Industries subsidiary) | 150 MW | — | PPA | |
| Mar 2025 | Meta – RWE / Waterloo Solar Texas RWE Clean Energy | 200 MW | — | PPA | |
| Feb 2025 | Meta – Cypress Creek Renewables / Hanson Solar Texas EAPA (505 MWdc / 396 MWac) Cypress Creek Renewables | 396 MW | — | PPA | |
| Feb 2025 | Meta – Enel Green Power Rockhaven Wind VPPA (Oklahoma, 115 MW) Enel North America / Enel Green Power | 115 MW | — | PPA | |
| Jan 2025 | Meta – Zelestra Texas Solar EAPAs (595 MW — Hopkins, Lamar, Lampasas, Henderson Counties) Zelestra (formerly Solarpack, Spanish renewable energy company) | 595 MW | — | PPA | |
| Jan 2025 | Meta – ENGIE North America / Anson 2 Solar (Texas, 200 MW) ENGIE North America | 200 MW | — | PPA |