{"title":"Existing Nuclear Power vs. Future Reactors: The AI Power-Contract Timeline","description":"The bounded sample mixes operating-plant purchases with prospective generation, uprates and development rights. A power headline is not, by itself, a common measure of electricity available to an AI load on a given date.","dataset_id":"spd:existing-nuclear-power-vs-future-reactors-the-ai-power-contract-timeline-070a4b87","canonical_url":"https://superpowerdaily.com/research/existing-nuclear-power-vs-future-reactors-the-ai-power-contract-timeline-070a4b87","version_url":"https://superpowerdaily.com/research/existing-nuclear-power-vs-future-reactors-the-ai-power-contract-timeline-070a4b87/versions/v1","version":"v1","snapshot_hash":"b584d4ef2b25cbf9344ab9d30d63db2b484748b97cc9850b552b1321c8172d7d","date_created":"2026-09-22T02:00:48.596Z","date_modified":"2026-09-22T02:00:48.596Z","license":{"name":"Superpower Daily data reuse terms","url":"https://superpowerdaily.com/terms"},"license_url":"https://superpowerdaily.com/terms","temporal_coverage":"2025-09-29","coverage_note":"Evidence cutoff: September 22, 2026. This is a five-arrangement sample, not a census of AI power deals. Recovering the saved evidence did not add new collection or experimentation.","measurement_technique":["Bounded the review to five AI-linked nuclear arrangements announced or materially updated by September 22, 2026: Google–Fortum, Google–Kairos, Meta–Vistra, Meta–Oklo and Meta–TerraPower.","Classified each arrangement by underlying resource status: operating generation, future uprate, construction-stage project, or development-stage advanced reactor.","Separated announced capacity, contractual form, construction or licensing status, and stated delivery timing rather than treating headline capacity as equivalent.","Timeline: Meta’s Prometheus cluster was targeted for 2026; Meta–Vistra purchases start in late 2026; Google–Fortum starts at smaller capacity in 2028 and reaches its stated 50% share in 2030; Hermes 2 is targeted for 2030; Oklo’s first phase is targeted for 2030; TerraPower’s initial units are projected no earlier than 2032; Vistra uprates and Oklo’s full buildout are expected by 2034.","Calculated only disclosed, date-comparable gaps: Oklo’s earliest first phase versus Prometheus’s target is at least four years, and TerraPower’s initial units versus that target are at least six years."],"methodology":["Bounded the review to five AI-linked nuclear arrangements announced or materially updated by September 22, 2026: Google–Fortum, Google–Kairos, Meta–Vistra, Meta–Oklo and Meta–TerraPower.","Classified each arrangement by underlying resource status: operating generation, future uprate, construction-stage project, or development-stage advanced reactor.","Separated announced capacity, contractual form, construction or licensing status, and stated delivery timing rather than treating headline capacity as equivalent.","Timeline: Meta’s Prometheus cluster was targeted for 2026; Meta–Vistra purchases start in late 2026; Google–Fortum starts at smaller capacity in 2028 and reaches its stated 50% share in 2030; Hermes 2 is targeted for 2030; Oklo’s first phase is targeted for 2030; TerraPower’s initial units are projected no earlier than 2032; Vistra uprates and Oklo’s full buildout are expected by 2034.","Calculated only disclosed, date-comparable gaps: Oklo’s earliest first phase versus Prometheus’s target is at least four years, and TerraPower’s initial units versus that target are at least six years."],"metrics":[{"label":"Verified observations","value":"14","detail":"13 measured fields"},{"label":"Supported claims","value":"8","detail":"8 material findings"},{"label":"Cited sources","value":"10","detail":"9 primary or authoritative"},{"label":"Research score","value":"84","detail":"Automated topic and evidence score"}],"columns":[{"key":"entity","label":"Entity"},{"key":"metric","label":"Metric"},{"key":"value","label":"Value"},{"key":"unit","label":"Unit"},{"key":"observed","label":"Observed"},{"key":"source","label":"Source"},{"key":"transform","label":"Transform"}],"data":[{"unit":"GW","value":"1 GW","entity":"Meta Prometheus AI cluster","metric":"announced AI capacity","source":"https://engineering.fb.com/2025/09/29/data-infrastructure/metas-infrastructure-evolution-and-the-advent-of-ai","observed":"2025-09-29","transform":null},{"unit":"years","value":"2027–2028","entity":"Google Finland AI infrastructure","metric":"announced construction window","source":"https://www.googlecloudpresscorner.com/2026-09-09-Google-Deepens-Commitment-to-Finland-with-Two-Year-EUR13-Billion-investment-in-AI-Infrastructure","observed":"2026-09-09","transform":null},{"unit":"year","value":"Smaller capacity begins in 2028","entity":"Google–Fortum Loviisa PPA","metric":"contracted-delivery start","source":"https://www.fortum.com/en/media/2026/09/inside-information-fortum-and-google-partner-drive-sustainable-growth-finland-sign-nuclear-power-purchase-agreement","observed":"2026-09-09","transform":null},{"unit":"years","value":"At least 4 years","entity":"Meta–Oklo Ohio campus","metric":"earliest delivery lag versus Prometheus target year","source":"https://oklo.com/newsroom/oklo-meta-announce-agreement-in-support-of-1-2-gw-nuclear-energy-development-in-southern-ohio","observed":"2026-01-09","transform":"2030 earliest first-phase year minus 2026 Prometheus target year"},{"unit":"years","value":"At least 6 years","entity":"Meta–TerraPower Natrium agreement","metric":"earliest delivery lag versus Prometheus target year","source":"https://www.terrapower.com/terrapower-announces-deal-with-meta","observed":"2026-01-09","transform":"2032 earliest initial-unit year minus 2026 Prometheus target year"},{"unit":"percent of plant capacity","value":"50% of plant capacity during 2030–2049","entity":"Google–Fortum Loviisa PPA","metric":"full contracted share","source":"https://www.fortum.com/en/media/2026/09/inside-information-fortum-and-google-partner-drive-sustainable-growth-finland-sign-nuclear-power-purchase-agreement","observed":"2026-09-09","transform":null},{"unit":"MW","value":"433 MW of uprates fully online by 2034","entity":"Meta–Vistra PPAs","metric":"future incremental capacity","source":"https://investor.vistracorp.com/2026-01-09-Vistra-and-Meta-Announce-Agreements-to-Support-Nuclear-Plants-in-PJM-and-Add-New-Nuclear-Generation-to-the-Grid","observed":"2026-01-09","transform":null},{"unit":"MW","value":"2,176 MW from Perry and Davis-Besse","entity":"Meta–Vistra PPAs","metric":"operating nuclear capacity purchased","source":"https://investor.vistracorp.com/2026-01-09-Vistra-and-Meta-Announce-Agreements-to-Support-Nuclear-Plants-in-PJM-and-Add-New-Nuclear-Generation-to-the-Grid","observed":"2026-01-09","transform":null},{"unit":"GW","value":"Up to 2.8 GW","entity":"Meta–TerraPower Natrium agreement","metric":"prospective baseload capacity rights","source":"https://www.terrapower.com/terrapower-announces-deal-with-meta","observed":"2026-01-09","transform":null},{"unit":"MW","value":"Up to 50 MW","entity":"Google–Kairos Hermes 2","metric":"prospective capacity","source":"https://www.kairospower.com/updates/kairos-power-breaks-ground-on-hermes-2-demonstration-plant","observed":"2026-04-17","transform":null},{"unit":"GW","value":"Up to 1.2 GW by 2034","entity":"Meta–Oklo Ohio campus","metric":"prospective full-build capacity","source":"https://oklo.com/newsroom/oklo-meta-announce-agreement-in-support-of-1-2-gw-nuclear-energy-development-in-southern-ohio","observed":"2026-01-09","transform":null},{"unit":"year","value":"Late 2026","entity":"Meta–Vistra PPAs","metric":"purchase start","source":"https://investor.vistracorp.com/2026-01-09-Vistra-and-Meta-Announce-Agreements-to-Support-Nuclear-Plants-in-PJM-and-Add-New-Nuclear-Generation-to-the-Grid","observed":"2026-01-09","transform":null},{"unit":"year","value":"2030","entity":"Google–Kairos Hermes 2","metric":"target operating year","source":"https://techcrunch.com/2026/09/21/kairos-power-gets-up-to-100m-from-samsung-group-to-build-nuclear-reactor-for-google","observed":"2026-09-21","transform":null},{"unit":"year","value":"2026","entity":"Meta Prometheus AI cluster","metric":"target year","source":"https://engineering.fb.com/2025/09/29/data-infrastructure/metas-infrastructure-evolution-and-the-advent-of-ai","observed":"2025-09-29","transform":null}],"sources":[{"url":"https://www.googlecloudpresscorner.com/2026-09-09-Google-Deepens-Commitment-to-Finland-with-Two-Year-EUR13-Billion-investment-in-AI-Infrastructure","name":"Google","title":"Google Deepens Commitment to Finland with Two-Year €13 Billion investment in AI Infrastructure","records":1},{"url":"https://www.fortum.com/en/media/2026/09/inside-information-fortum-and-google-partner-drive-sustainable-growth-finland-sign-nuclear-power-purchase-agreement","name":"Fortum","title":"Inside information: Fortum and Google partner to drive sustainable growth for Finland - sign nuclear Power Purchase Agreement | Fortum","records":2},{"url":"https://www.kairospower.com/updates/kairos-power-breaks-ground-on-hermes-2-demonstration-plant","name":"Kairos Power","title":"Kairos Power Breaks Ground on Hermes 2 Demonstration Plant | Kairos Power","records":1},{"url":"https://about.fb.com/news/2026/01/meta-nuclear-energy-projects-power-american-ai-leadership","name":"Meta","title":"Meta Announces Nuclear Energy Projects, Unlocking Up to 6.6 GW to Power American Leadership in AI Innovation","records":0},{"url":"https://engineering.fb.com/2025/09/29/data-infrastructure/metas-infrastructure-evolution-and-the-advent-of-ai","name":"Meta Engineering","title":"Meta’s Infrastructure Evolution and the Advent of AI","records":2},{"url":"https://oklo.com/newsroom/oklo-meta-announce-agreement-in-support-of-1-2-gw-nuclear-energy-development-in-southern-ohio","name":"Oklo","title":"Oklo, Meta Announce Agreement in Support of 1.2 GW Nuclear Energy Development in Southern Ohio","records":2},{"url":"https://www.terrapower.com/terrapower-announces-deal-with-meta","name":"TerraPower","title":"TerraPower and Meta Enter Agreement for 8 Natrium® Advanced Nuclear Plants","records":2},{"url":"https://investor.vistracorp.com/2026-01-09-Vistra-and-Meta-Announce-Agreements-to-Support-Nuclear-Plants-in-PJM-and-Add-New-Nuclear-Generation-to-the-Grid","name":"Vistra","title":"Vistra and Meta Announce Agreements to Support Nuclear Plants in PJM and Add New Nuclear Generation to the Grid","records":3},{"url":"https://www.nrc.gov/facilities-safety/non-power-facilities/new-facility-licensing/hermes-2-kairos-application","name":"U.S. Nuclear Regulatory Commission","title":"www.nrc.gov","records":0},{"url":"https://techcrunch.com/2026/09/21/kairos-power-gets-up-to-100m-from-samsung-group-to-build-nuclear-reactor-for-google","name":"TechCrunch","title":"Kairos Power gets up to $100M from Samsung group to build nuclear reactor for Google | TechCrunch","records":1}],"provenance":{"publisher":"Superpower Daily","source_count":10,"source_urls":["https://www.googlecloudpresscorner.com/2026-09-09-Google-Deepens-Commitment-to-Finland-with-Two-Year-EUR13-Billion-investment-in-AI-Infrastructure","https://www.fortum.com/en/media/2026/09/inside-information-fortum-and-google-partner-drive-sustainable-growth-finland-sign-nuclear-power-purchase-agreement","https://www.kairospower.com/updates/kairos-power-breaks-ground-on-hermes-2-demonstration-plant","https://about.fb.com/news/2026/01/meta-nuclear-energy-projects-power-american-ai-leadership","https://engineering.fb.com/2025/09/29/data-infrastructure/metas-infrastructure-evolution-and-the-advent-of-ai","https://oklo.com/newsroom/oklo-meta-announce-agreement-in-support-of-1-2-gw-nuclear-energy-development-in-southern-ohio","https://www.terrapower.com/terrapower-announces-deal-with-meta","https://investor.vistracorp.com/2026-01-09-Vistra-and-Meta-Announce-Agreements-to-Support-Nuclear-Plants-in-PJM-and-Add-New-Nuclear-Generation-to-the-Grid","https://www.nrc.gov/facilities-safety/non-power-facilities/new-facility-licensing/hermes-2-kairos-application","https://techcrunch.com/2026/09/21/kairos-power-gets-up-to-100m-from-samsung-group-to-build-nuclear-reactor-for-google"],"methodology":["Bounded the review to five AI-linked nuclear arrangements announced or materially updated by September 22, 2026: Google–Fortum, Google–Kairos, Meta–Vistra, Meta–Oklo and Meta–TerraPower.","Classified each arrangement by underlying resource status: operating generation, future uprate, construction-stage project, or development-stage advanced reactor.","Separated announced capacity, contractual form, construction or licensing status, and stated delivery timing rather than treating headline capacity as equivalent.","Timeline: Meta’s Prometheus cluster was targeted for 2026; Meta–Vistra purchases start in late 2026; Google–Fortum starts at smaller capacity in 2028 and reaches its stated 50% share in 2030; Hermes 2 is targeted for 2030; Oklo’s first phase is targeted for 2030; TerraPower’s initial units are projected no earlier than 2032; Vistra uprates and Oklo’s full buildout are expected by 2034.","Calculated only disclosed, date-comparable gaps: Oklo’s earliest first phase versus Prometheus’s target is at least four years, and TerraPower’s initial units versus that target are at least six years."],"snapshot_hash":"b584d4ef2b25cbf9344ab9d30d63db2b484748b97cc9850b552b1321c8172d7d"},"distributions":{"csv":"https://superpowerdaily.com/api/research/existing-nuclear-power-vs-future-reactors-the-ai-power-contract-timeline-070a4b87/versions/v1?format=csv","json":"https://superpowerdaily.com/api/research/existing-nuclear-power-vs-future-reactors-the-ai-power-contract-timeline-070a4b87/versions/v1?format=json"}}