Meta押注核能

隨著人工智慧（AI）快速擴張帶動資料中心用電需求激增，Meta 正大幅加碼核能投資，以支撐其長期能源與減碳策略。根據 Meta 最新發布的永續報告，2024 年公司資料中心碳排放年增 24%，儘管同期範疇一與範疇二排放量下降 3.5%，仍凸顯 AI 基礎設施對能源系統帶來的壓力。Meta 目標於 2030 年前實現涵蓋供應鏈的淨零排放。

As artificial intelligence drives rapid growth in data center energy demand, Meta is significantly expanding its investment in nuclear power to support its long-term energy and decarbonization strategy. According to Meta’s latest sustainability report, data center emissions rose 24% year-over-year in 2024, despite a 3.5% decline in Scope 1 and Scope 2 emissions. The figures highlight mounting pressure on energy systems as AI infrastructure scales. Meta aims to achieve net-zero emissions across its supply chain by 2030.

Meta 近期分別與 TerraPower、Oklo 及 Vistra 達成三項核能相關協議，加上先前與 Constellation 的合約，使其成為美國史上最具規模的企業核能採購方之一。Meta 表示，這些合作將同時支持 AI 創新、為電網注入穩定的無碳電力，並確保現有核電設施能持續運轉。

Meta has recently signed three nuclear-related agreements with TerraPower, Oklo, and Vistra. Combined with its earlier contract with Constellation, these deals position Meta as one of the largest corporate purchasers of nuclear energy in U.S. history. The company said the agreements will support AI innovation, add clean power to the grid, and ensure continued investment in operational nuclear plants.

Meta 全球事務長 Joel Kaplan 指出，先進資料中心與 AI 基礎設施對於確保美國在全球 AI 競爭中的領先地位至關重要，而核能能提供穩定、可靠且低碳的電力基礎，有助於強化國家能源韌性。

Joel Kaplan, Meta’s Chief Global Affairs Officer, said advanced data centers and AI infrastructure are critical to maintaining U.S. leadership in artificial intelligence. He added that nuclear energy provides clean, reliable electricity that strengthens national energy infrastructure while supporting the company’s growth.

大舉布局先進核能技術

在與 TerraPower 的合作中，Meta 將支持最多八座核反應爐與能源儲存系統的開發，總供電能力上看 2.8 GW，並使 TerraPower 的總裝置容量擴增至 4 GW。該協議將先推動兩座新核能機組的前期開發，同時保留最多六座後續機組的用電權，首批機組預計於 2032 年投入運轉。TerraPower 表示，這是 Meta 迄今對先進核能技術規模最大的支持。

TerraPower 執行長 Chris Levesque 指出，若要因應 2030 年代快速成長的能源需求，必須在未來十年內部署數 GW 級的先進核能設施。

Expanding Advanced Nuclear Capacity

Under its agreement with TerraPower, Meta will support the development of up to eight nuclear reactors and energy storage system plants, providing up to 2.8 GW of electricity and expanding TerraPower’s total capacity to 4 GW. The deal includes early development of two new nuclear units, with energy rights for up to six additional units. The first reactors are expected to come online in 2032. TerraPower described the agreement as Meta’s largest commitment to advanced nuclear technologies to date.

TerraPower President and CEO Chris Levesque said meeting rising energy demand will require deploying gigawatts of advanced nuclear capacity during the 2030s.

支援區域資料中心用電

Meta 與 Oklo 的協議，將在美國俄亥俄州南部打造一座 1.2 GW 的核能園區，專門供應當地資料中心。Oklo 表示，該筆資金將用於核燃料採購及第一階段建設準備，預計今年啟動前期工程，最快 2030 年開始供電，並於 2034 年達到滿載。

Powering Regional Data Centers

Meta’s agreement with Oklo will enable the development of a 1.2 GW nuclear power campus in southern Ohio to supply its regional data centers. Oklo said the funding will be used to purchase nuclear fuel and advance early-stage development, with preconstruction expected to begin this year. The first phase could be operational by 2030, with full capacity reached by 2034.

此外，Meta 與 Vistra 簽署為期 20 年的購電協議，將自 Vistra 位於俄亥俄州與賓夕法尼亞州的三座核電廠取得超過 2,600 MW 的核能電力，其中包含 2,176 MW 現有產能與 433 MW 的增量發電。Vistra 表示，這是美國企業客戶支持的最大單一核能容量擴增案，並將使三座電廠的營運執照延長 20 年。

In addition, Meta signed a 20-year power purchase agreement with Vistra, securing more than 2,600 MW of nuclear energy from three nuclear plants in Ohio and Pennsylvania. The deal includes 2,176 MW of existing generation and 433 MW of capacity uprates. Vistra said it represents the largest nuclear capacity increase supported by a U.S. corporate customer and will allow the three plants’ operating licenses to be extended by 20 years.

AI 時代下的能源與治理挑戰

Energy Strategy in the AI Era

分析指出，隨著 AI 模型訓練與運算需求持續攀升，科技企業正從短期再生能源採購，轉向可提供全天候穩定電力的核能解決方案。Meta 的策略顯示，企業減碳不再僅是排放管理問題，而已與能源安全、電網穩定與產業競爭力深度交織。

Analysts note that as AI training and computing demands accelerate, technology companies are increasingly turning from short-term renewable procurement to nuclear power, which can provide stable, around-the-clock electricity. Meta’s approach illustrates how corporate decarbonization is becoming deeply intertwined with energy security, grid stability, and long-term competitiveness in the AI-driven economy.