Meta Platforms has signed long-term power purchase agreements with two major nuclear energy providers to supply approximately 1.5 gigawatts of baseload electricity for its U.S. data center operations. Under the contracts, which span 15 years, Meta will offtake roughly 25% of the output from these reactors, translating to an estimated $120 million annual energy cost savings compared with current grid rates. The move is projected to reduce the company’s data-center carbon intensity by more than 40% over the next decade, bolstering its environmental, social and governance credentials as infrastructure spending on AI capacity climbs past $20 billion in 2025.

In a strategic reallocation of resources toward artificial-intelligence wearables, Meta is cutting 10% of its Reality Labs headcount, affecting over 1,500 of the division’s roughly 15,000 employees. These job losses follow more than $70 billion in cumulative Reality Labs losses since 2021 and a $4.4 billion operating loss in the third quarter. The company will also shutter or scale back internal studios—including Armature Studio, Twisted Pixel and Sanzaru—while consolidating its Oculus Studios Central Technology unit. Meta plans to reinvest the roughly $1.2 billion in annual savings into augmented-reality glasses and phone-based AI features.

Meta is expanding its collaboration with EssilorLuxottica to ramp up production capacity for its AI-powered smart glasses. The companies aim to increase annual manufacturing output from 5 million units in 2025 to 20 million units by the end of 2026. In the nine months through September, Meta and EssilorLuxottica shipped over 1.2 million Ray-Ban Meta Display glasses, generating approximately $960 million in revenue. Meta’s capital expenditure guidance of $70–$72 billion for 2025 indicated that AI device development will account for more than 30% of total infrastructure investments next year.