Meta Natrium #2

Executive Overview

Meta Natrium #2 refers to the initial two-unit Natrium advanced nuclear deployment under TerraPower's agreement with Meta, announced January 9, 2026. Under the agreement, Meta will support early development of two new Natrium units (690 MW of firm power combined; up to 1 GW of dispatchable electricity), with rights for energy from up to six additional Natrium units (2.1 GW) targeted for delivery by 2035. Total TerraPower/Meta baseload capacity across all eight potential units is 2.8 GW; with Natrium's integrated molten salt thermal storage, total dispatchable output reaches approximately 4 GW. Delivery of the first units is targeted as early as 2032. The New Albany, Ohio location is part of Meta's broader Ohio and Pennsylvania nuclear strategy, which also includes an Oklo 1.2 GW campus in Pike County, Ohio (as early as 2030) and Vistra plant PPAs at Perry and Davis-Besse (Ohio) and Beaver Valley (Pennsylvania). TerraPower was founded by Bill Gates. The full January 2026 Meta nuclear package — TerraPower, Oklo, and Vistra — positions Meta as one of the largest corporate purchasers of nuclear energy in U.S. history.

How It Works & Differentiation

Each Natrium unit provides 345 MW of baseload power from a sodium-cooled fast reactor (SFR), with integrated molten salt thermal energy storage enabling output to ramp up to 500 MW for over five hours when grid demand peaks — without additional fuel consumption. A dual Natrium unit provides 690 MW firm power and up to 1 GW of dispatchable electricity. The Natrium design is the only commercial advanced nuclear technology with a complete NRC environmental impact statement and final safety review completed as part of a pending construction permit application. The first commercial Natrium unit is the Kemmerer, Wyoming project (345 MW, NRC construction permit issued early 2026, COD 2032 — documented separately in this database as the Natrium Demonstration). The Meta #2 units are subsequent to Kemmerer.

Commercialization & Traction

Meta's January 2026 announcement made it the anchor customer for TerraPower's commercial scale-up, committing to fund early development of two units and securing contractual rights for up to six more. Oklo shares surged approximately 20% and Vistra approximately 8% in premarket trading on announcement day, reflecting market recognition of the commercial significance of a hyperscaler making a multi-GW advanced nuclear commitment. Meta had been seeking 1–4 GW of nuclear power from developers since 2024; the January 2026 agreements fulfil that strategy in full. Meta and its partners have added nearly 28 GW of new energy to grids across 27 U.S. states over more than a decade.

Scalability & Strategic Context

The 8-unit / 2.8 GW TerraPower/Meta agreement is the largest single advanced nuclear technology commitment by a corporate buyer in history. It provides TerraPower with revenue visibility to finance units 2–8 from cash flow generated by Kemmerer; establishes a template for hyperscaler-anchored nuclear procurement that other data centre operators are evaluating; and de-risks the Natrium commercialisation pathway sufficiently to attract utility procurement interest. If all 8 units are built, Natrium will have more operating capacity than any other advanced reactor design globally by 2035.