Meta (META)

Constellation and Meta signed a 20-year PPA for Clinton nuclear output, starting in 2027.

Future contractual supply; not generation already delivered to Meta.

Corning agreed to supply optical fiber, cable and connectivity for Meta's US data centers under a multiyear agreement of up to $6 billion.

Maximum multiyear commitment, not recognized revenue or completed delivery.

Nebius agreed five-year dedicated AI capacity for Meta, with deliveries scheduled to start in early 2027.

Source-specific relationship; no exclusivity, purchase volume, or future completion inferred.

Vistra signed 20-year PPAs supporting Meta's regional operations with over 2,600 MW from three nuclear plants.

Agreement includes future delivery/uprate milestones; not dedicated point-to-point physical supply.

Existing MTIA co-design relationship

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

Expanded MTIA and Ethernet roadmap through 2029, initial commitment exceeds 1GW

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

Existing EPYC and Instinct MI300/MI350 use

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

Up to 6GW roadmap, initial deployment expected 2H2026

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

Minipack3 design incorporates Tomahawk5; deployment was prospective in source

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

NVIDIA Confidential Computing adoption

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

Expanded CPU, Blackwell/Rubin and Spectrum-X deployment roadmap

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.