Zuck goes nuclear

Builds one of the largest corporate nuclear procurement stacks in history.

Package includes extending and uprating existing plants, plus funding TerraPower’s Natrium units (up to 2.8 GW) and Oklo’s advanced reactors, targeting first new capacity around 2030.
Aims to secure reliable, firm clean power for AI/data centers, create thousands of jobs, and reshape the nuclear fuel supply chain while locking in long-term energy security.

AI-era take on “build your own nuke”: data center offtaker pre-funds reactors.

Meta pre-pays and funds early development so Oklo can secure fuel and build a phased campus on 206 acres of former DOE land, with first power as early as 2030 and buildout to 1.2 GW by 2034.
Project reuses the Portsmouth Gaseous Diffusion Plant site as a clean-energy hub, tying into PJM and creating thousands of jobs while directly backing advanced nuclear.

Corporate-backed uprates keep three Midwest plants running and growing.

Meta will take zero-carbon power from Perry, Davis-Besse, Beaver Valley, including 2,176 MW existing capacity and 433 MW of uprates staged through 2034—the largest U.S. nuclear uprate program ever backed by a single corporate buyer.
Deals support license extensions, avert retirements, preserve thousands of jobs, and provide firm PJM capacity that benefits all regional customers.

Non-exclusive “AI DC + power” partnership anchored in Milam County, TX.

OpenAI and SoftBank each put $500M into SB Energy, which is building multi-GW AI data centers starting service in 2026; OpenAI leases 1.2 GW at Milam County.
SB Energy will also be a major OpenAI customer (APIs, ChatGPT), with the campus designed for water efficiency, new generation build, and thousands of local jobs.

Fuel to scale community, C&I, utility solar and storage across the U.S.

Capital backs Aspen’s integrated model—origination, development, ownership—across key markets like NY, IL, NJ, PA to deliver more distributed clean energy.
Deutsche Bank is betting on rising demand for distributed solar + storage as a hedge against grid constraints and rising retail prices.

Balance-sheet firepower to move a 5+ GW U.S. wind/solar/BESS pipeline forward.

Facility, led by Deutsche Bank, supports letters of credit, interconnection deposits, PPAs, and a revolver sublimit for working capital.
Helps Heelstone evolve into a fully integrated IPP targeting >1 GW of tax-credit-eligible projects by 2028.

Second-largest U.S. C&I/community solar owner gets balance-sheet capital to scale.

Holdco debt fuels DG solar + storage development, construction, and M&A, helping convert a large pipeline into operating assets.
CleanCapital (500 MW+ across 350 projects, $1.5B+ invested) gains flexible capital just as it adds ~200 MW of new projects and closes $185M in other debt deals.

Brings ENGIE’s NA renewables platform to 4.3 GW with infra capital behind it.

New tranche (one wind, two solar projects in Texas) is managed by ENGIE, with Ares providing capital and taking an economic interest.
Fits ENGIE’s plan to reach 95 GW global renewables by 2030 and Ares’ strategy of owning contracted, high-quality clean-energy infra.

ARA of steel: large-volume, low-carbon non-prime, backed by hydrogen-based production.

Starting 2027, TK will buy high six-digit tonnes of non-prime steel from Stegra’s Boden, Sweden operation, bundling environmental attributes with traditional markets.
Stegra’s prime material is green hydrogen steel; the non-prime offtake + certificates help seed a market for low-carbon steel while avoiding double-counted green claims.

First direct DC-operator partnership taps baseload geo for AI/cloud loads.

Starting early 2030, upgraded Salt Wells plant will provide ~13 MW of carbon-free baseload to Switch, with an option for Ormat to add 7 MW of PV for parasitic load.
Ormat sees >100 MW of similar recontracting potential across its fleet as data centers seek firm clean power for AI.

Fleet grows to ~4.4M hp, deepening mid–large HP compression franchise.

Deal funded with $430M cash + 18.2M units at an implied $23.50/unit, expanding presence across the Northeast, Rockies, Gulf Coast, and Permian.
Expected to be immediately accretive to earnings and improve leverage metrics for one of the largest U.S. compression providers.