Riley Griffin

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Yeah, so three different agreements, and they actually are different in form and function.

So this is about supporting up to 6.6 gigawatts in nuclear energy, but it is both about ensuring that existing nuclear power plants continue to thrive and investing in future nuclear power.

Meta's head of global energy told me last night that they heard that there's real concern about the amount of energy that's out there.

As you know, Ed, there's an insatiable demand for energy and this cements their low carbon play.

Well, I want to note that you made a really important point there.

Prometheus and Hyperion, these are two of the biggest AI plays.

Prometheus actually is in Ohio, and these agreements are in Ohio and Pennsylvania.

So some of this energy presumably is going to go to the Prometheus data center cluster, which is one of their biggest plays.

But we're also seeing Meta turn with Hyperion to natural gas.

At least three natural gas plants are being fired up just for that single facility.

So it's not like nuclear is the only strategy that Meta is employing here.

Absolutely.

That is what I'm hearing from Meta's head of global energy.

They started back in December two years ago, and they were looking into what nuclear needed to keep going.

And they heard we need investment now into plants that could potentially shutter.

So this is a future-proofing, as you say.

Yeah.

Essentially, Meta is working on this Avocado model.