Meta Secures 6.6GW Nuclear Power for Prometheus Cluster and Faces China Probe
Meta Platforms struck a 20-year power purchase deal with Vistra to supply over 2,600 MW beginning late 2026, funded Oklo’s 1.2 GW campus (first phase by 2030) and backed TerraPower projects to deliver 6.6 GW of zero-carbon power by 2035 for its Ohio Prometheus supercluster. China’s Ministry of Commerce is probing Meta’s $2 billion Manus AI startup acquisition to assess compliance with export-control and overseas investment rules, potentially delaying its Asia AI expansion.
1. Meta Reports Unprecedented Demand for Next-Generation AI Glasses
Meta Platforms CEO Mark Zuckerberg revealed that since the September launch of the Meta Ray-Ban Display smart glasses, customer interest has far exceeded expectations. The company disclosed that preorders surpassed 500,000 units within three months, straining manufacturing capacity and pushing shipping estimates to mid-2026. Zuckerberg showcased the device at the September Meta Connect event, highlighting its real-time translation, navigation overlays and AI-powered scene recognition. Meta confirmed it is expanding its supply chain partnerships across Asia and Europe to ramp production by 200% in the first half of 2026 and meet global demand.
2. Strategic 20-Year Nuclear Power Agreements to Fuel AI Infrastructure
Meta finalized a 20-year power purchase agreement with Vistra Corp to source more than 2,600 megawatts of zero-carbon nuclear energy from three existing plants in Ohio and Pennsylvania, with deliveries set to begin in late 2026. Concurrently, Meta committed funding to TerraPower’s two in-development reactors—targeted for operation by 2032—and secured development rights for up to six additional TerraPower projects through 2035. In collaboration with Oklo Inc., Meta will co-develop a 1.2-gigawatt advanced nuclear campus in Pike County, Ohio, with pre-construction slated for 2026, initial output in 2030 and full build-out by 2034. Together, these initiatives are projected to add 6.6 gigawatts of clean energy by 2035, support the Prometheus AI supercluster in New Albany, Ohio, and create thousands of construction jobs plus hundreds of long-term operational positions.
3. Manus Acquisition Draws Chinese Regulatory Scrutiny
Meta’s recent $2 billion acquisition of Singapore-based AI startup Manus—known for handling over 147 trillion processed tokens and operating more than 80 million virtual compute instances—has been referred to China’s Ministry of Commerce for an export-control compliance review. Chinese regulators will examine whether key technologies transferred under the deal breach restrictions on AI model export and cross-border investment regulations. Manus reported annual recurring revenue exceeding $100 million prior to the sale, and Meta intends to integrate its AI agent capabilities into consumer-facing applications. A Ministry spokesperson emphasized that any overseas transaction involving dual-use technologies must align with national security provisions, extending scrutiny to cloud-based AI services and source-code transfers.