周一，Meta Platforms Inc. 宣布已与 Overview Energy 签署一项合约，可从该初创企业取得最高 1 GW 的太空太阳能电力。Overview 正在建造卫星以收集阳光，并将其转换为可并网供电的电力。Meta 指出，1 GW 大致等同一座核反应炉的输出。此安排赋予 Meta 对 Overview 未来产能的优先使用权，但 Meta 未披露商业条款。Overview 的轨道发电厂模式仍属概念化，目前计划在 2028 年完成首次轨道示范，并预期 2030 年开始商业供电。
Meta 将此协议定位为更大规模的 AI 供电战略之一部分。公司正在投入数千亿美元，以确保 AI 所需的能源、基础设施与运算能力。Meta 能源与可持续发展副总裁 Nat Sahlstrom 在声明中表示，Meta 期待从 Overview 获得清洁、不中断的电力。尽管对太空太阳能表现出高度兴趣，Meta 目前仍高度依赖天然气，因为它被视为比一些更清洁来源更稳定的能源。
Meta 也正在为其位于路易斯安那州乡村地区的最大 AI 资料中心园区建设 10 座新燃气发电厂，作为补充供能措施。Meta 并非唯一把目光投向太空以满足运算需求的企业；Elon Musk、Jeff Bezos 等人也曾讨论将运算设施本身置于轨道。位于北维吉尼亚的 Overview Energy 理由是太空中日照不会中断。若其持续收集能量并将能量传回地面接收端的技术成功，可避免地面太阳能板受天气、日夜与季节波动影响的限制。
On Monday, Meta Platforms Inc. announced it had signed a deal for up to 1 GW of space-derived solar energy from Overview Energy, a startup building satellites to harvest sunlight and convert it into grid-ready electricity. The company said a gigawatt is roughly equivalent to the output of one nuclear reactor. The arrangement gives Meta preferential access to Overview’s future capacity, but Meta did not disclose commercial terms. Overview’s orbital power-plant model remains conceptual, with an initial orbital demonstration targeted for 2028 and expected commercial power delivery in 2030.
Meta framed the agreement as part of a much larger AI power strategy. The company is committing hundreds of billions of dollars to secure energy, infrastructure, and computing capacity for AI. In a statement, Nat Sahlstrom, Meta’s vice president of energy and sustainability, said the company expects clean, uninterrupted energy from Overview. Even with this interest in space solar, Meta currently relies heavily on natural gas because it is seen as more stable than some cleaner alternatives.
Meta is also funding 10 new gas-fired plants for its largest AI data center campus in rural Louisiana. Meta is not alone in looking to space for scale: Elon Musk, Jeff Bezos, and other executives have discussed placing computing facilities in orbit. Overview Energy, based in northern Virginia, argues that continuous sunlight in space could avoid major limits of ground solar. If continuous collection and beaming to Earth receivers works as intended, it could offer cleaner energy than weather-, daylight-, and season-dependent terrestrial photovoltaics.