Noon-Meta Project

Executive Overview

Noon Energy's first commercial project is a 25 MW / 2.5 GWh ultra-long duration energy storage system under development for Meta Platforms, with construction set to begin in 2025 and completion targeted by 2028. The project is the initial phase of a larger agreement under which Noon has reserved up to 1 GW / 100 GWh of storage capacity for Meta's data center infrastructure — one of the largest commitments to ultra-long duration energy storage (ultra-LDES) by any corporate buyer. Noon is a California-based startup founded in 2018 that has developed a novel reversible solid oxide fuel cell (SOFC) system capable of storing and discharging energy for 100 hours or more, using abundant elements like carbon and oxygen rather than lithium. Meta is pursuing the technology as part of its strategy to secure firm, 24/7 clean power for its next-generation AI data center infrastructure.

How It Works & Differentiation

Noon's storage system is a modular, reversible solid oxide fuel cell that stores electricity as chemical fuel and converts it back to electricity on demand. Rather than relying on conventional battery chemistries requiring relatively scarce metals like lithium, the system uses carbon and oxygen as its storage medium — materials that are abundant, low-cost, and geographically widespread. The system's 100+ hour discharge duration directly addresses multi-day renewable intermittency: when solar or wind generation is low for extended periods, Noon's systems can continue supplying firm, dispatchable power, enabling data centers to operate on 24/7 clean energy without fossil fuel backup. This positions Noon's technology in a distinct class from short-duration lithium-ion batteries, which are well-suited to a few hours of grid balancing but cannot bridge multi-day generation gaps.

Commercialization & Traction

Meta signed the agreement with Noon in April 2026, with the 25 MW / 2.5 GWh first project providing a commercial proof point before the companies proceed under the full 1 GW / 100 GWh supply contract. Meta's VP of Energy and Sustainability, Nat Sahlstrom, described the deal as advancing Meta's ability to bring data centers online faster by securing grid-resilient, firm power from storage rather than fossil fuel backup. Noon has raised more than $45 million in venture capital and government grants from investors including At One Ventures, Emerson Collective, Clean Energy Ventures, Aramco Ventures, Prime Impact Fund, and the California Energy Commission. The Meta agreement is Noon's first major commercial deployment contract.

Scalability & Strategic Context

The deal is explicitly structured for scale: success on the 25 MW Phase 1 project is intended to trigger delivery under the 1 GW / 100 GWh supply contract, giving Noon a clear commercial ramp and giving Meta a near-term proof point before committing to full build-out. Noon's modular system design is suited to replication, and the company has framed the Meta agreement as the foundation for building out production capacity and an ultra-LDES supply chain. The project arrives at a moment when hyperscale technology companies are actively seeking firm clean power alternatives to gas-fired backup, and ultra-LDES technologies capable of multi-day discharge are increasingly viewed as a critical complement to fast-to-build but intermittent renewables. Noon's carbon-and-oxygen chemistry avoids lithium supply chain constraints, which could become a meaningful differentiator as deployment scales.