Zuck has the power Meta applies to sell excess electricity (www.theregister.com)

Meta’s energy arm, Atem Energy LLC, has filed with the Federal Energy Regulatory Commission for permission to sell electricity, capacity and ancillary services at market-based rates — potentially beginning November 16. The move would let Meta lock in large generation commitments for its forthcoming gigawatt-scale AI datacenters and resell any surplus power on the wholesale market. It’s tied to major buildouts: the Prometheus cluster due in 2026 and the Hyperion campus in Louisiana expected to scale to roughly 5 GW, supported so far by three combined-cycle combustion turbines (≈2.26 GW) and an RFP for 1–4 GW of nuclear capacity by the early 2030s. For the AI/ML community, this marks a notable example of vertical integration between cloud AI infrastructure and physical power markets. Because model training and serving are intensely power-hungry but temporally variable, owning generation and participating in wholesale markets lets Meta monetize off-peak capacity, hedge supply risk, and accelerate datacenter rollouts without being bottlenecked by third-party procurement. It also signals broader market impacts: Big Tech directly influencing grid capacity, generation mix (gas and nuclear), and market prices at a time when banks predict global datacenter demand could more than double this decade — driven largely by AI workloads.