Facebook’s parent company gave nuclear energy its biggest “like” yet. MetaMETA

just inked its first official nuclear partnership with Constellation EnergyCEG

as Big Tech seeks to quench AI’s thirst for power. The nuclear sector is glowing across the board, with VanEck’sNLR

ETF surging 16.84% YTD (vs. the S&P 500’s 1.74%).

• Meta locked in a 20-year, 1.1GW deal starting June 2027 — securing the entire output ofCEG
  ’s Illinois plant while saving it from impending closure.
• The Llama AI developer is seeking 4GW of nuclear capacity and has already received 50 proposals — as its electricity consumption nearly tripled from 2019 to 2023.

The bigger picture: Meta joins Microsoft’sMSFT

Three Mile Island revival, plus Google’sGOOGL

and Amazon’sAMZN

nuclear bets as Trump seeks to 4X US nuclear capacity by 2050. Beyond nuclear, as renewables take a back seat, independent power producers have surged on natural gas demand, and even Big Oil is evaluating a pivot from drilling to dealing electrons. The only thing glowing brighter than uranium stocks these days is Silicon Valley’s newfound energy affair.