Research investigation R0922 / comparison
Existing Nuclear Power vs. Future Reactors: The AI Power-Contract Timeline
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.
Archived snapshotv1Sep 22, 2026
Data status1 verified record across 1 period
Snapshot only. There is not enough history to claim a trend yet.
Verified observationHover or focus any mark for exact valuesLast updated Sep 22, 2026
Version ledger
Frozen public editions
Each edition preserves the records, method, sources, and downloads available at publication time.
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.
- Dataset ID
- spd:existing-nuclear-power-vs-future-reactors-the-ai-power-contract-timeline-070a4b87
- Stable URL
- /research/existing-nuclear-power-vs-future-reactors-the-ai-power-contract-timeline-070a4b87
- Version
- v1
- Coverage
- 2025-09-29
- Records
- 14
- Fields
- 7
- Updated
Measurement technique
How to read this report
- 01Bounded 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.
- 02Classified each arrangement by underlying resource status: operating generation, future uprate, construction-stage project, or development-stage advanced reactor.
- 03Separated announced capacity, contractual form, construction or licensing status, and stated delivery timing rather than treating headline capacity as equivalent.
- 04Timeline: 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.
- 05Calculated 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.
Sources
Evidence
10 publishers supporting 14 records. Expand a publisher to inspect its cited pages.