TerraPower Strikes Landmark Deal With Meta for Up to Eight Natrium Reactors in U.S.

New updates have been reported about TerraPower.

TerraPower has secured a multi-unit commercial agreement with Meta to develop up to eight Natrium advanced nuclear reactor and energy storage plants in the United States, positioning the company as a leading supplier of firm, carbon-free power to large-scale data and digital infrastructure. The deal could ultimately provide Meta with up to 2.8 GW of baseload nuclear capacity, expandable to 4 GW when leveraging the Natrium system’s integrated energy storage, and represents Meta’s largest commitment to advanced nuclear technology to date. Under the agreement, Meta will fund early-stage development and deployment of the Natrium units, with first deliveries targeted as early as 2032, creating a long-dated but visible commercial pipeline for TerraPower’s flagship technology. TerraPower’s president and CEO Chris Levesque said the company has completed its Natrium design, built out its supply chain, and passed key regulatory milestones, which he framed as critical enablers for executing what is effectively a historic, multi-reactor rollout.

The agreement initially supports development activities for two Natrium units, with options tied to power offtake for up to six additional units, giving TerraPower a clear pathway to scale Natrium deployment if performance and regulatory conditions are met. Each Natrium reactor is rated at 345 MW of baseload capacity and can ramp to 500 MW for more than five hours, allowing a dual-reactor site to deliver 690 MW of firm supply and up to 1 GW of dispatchable output – a profile tailored to the rising, round-the-clock demand from data centers and AI workloads. TerraPower is already constructing the first commercial-scale advanced nuclear project in the U.S., expected to be completed in 2030, and its Natrium plant is currently the only advanced reactor project with both a completed environmental impact statement and a final safety review as part of a construction permit application pending at the Nuclear Regulatory Commission. The companies plan to select a site for the initial dual Natrium unit in the coming months, and if fully executed, this framework could materially accelerate TerraPower’s commercialization timeline, solidify its position in the advanced nuclear sector, and provide a reference model for future large-load corporate buyers seeking long-term, dispatchable clean energy.