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Meta books 1 gigawatt of space-based solar power for AI data centers

Meta books 1 gigawatt of space-based solar power for AI data centers

Built World

Meta's commercial deal and a U.S. Air Force study contract give space solar two distinct customers before any orbital demonstration

January 1st, 2030: Commercial delivery to Meta planned

Overview

Engineer Peter Glaser patented space solar power in 1973. For five decades it stayed theoretical; on April 27, 2026, Meta signed a 1-gigawatt capacity reservation with Virginia startup Overview Energy and became the first announced commercial buyer of orbital electricity.

Overview found a second customer ten days later. On May 6, the U.S. Air Force awarded it a study contract on space solar for remote bases. The contract names Eielson Air Force Base in Alaska and Anderson Air Force Base in Guam, where fuel supply chains become vulnerable in a conflict.

Why it matters

AI data centers need round-the-clock power on a scale the grid cannot easily provide; if space solar works, terrestrial solar farms can run 24/7 without new land or transmission lines.

Questions about this story

0

How would this work? Is it beaming it down? If so, is the beam harmful to planes?

Yes, satellites in geosynchronous orbit collect sunlight continuously and beam it down as near-infrared light to ground-based solar panels — and Overview Energy's approach is specifically designed to be low-intensity enough that it poses no hazard to aircraft or people passing through the beam.

Why it matters: The choice of near-infrared over microwaves or high-powered lasers is the core safety bet that distinguishes Overview from rivals and could determine whether regulators allow commercial beaming at scale.

  • The satellite sits ~36,000 km up in geosynchronous orbit (meaning it hovers over one spot), collects solar energy 24/7 (no night cycle in that orbit), converts it into a wide, low-density near-infrared beam, and aims it at ground receivers — conventional photovoltaic panels that convert the infrared light into electricity the same way they convert sunlight.
  • By the time the beam spreads across the distance from geosynchronous orbit to the ground, its intensity at flight altitudes is very low — Overview's CEO Marc Berte describes standing in the beam as equivalent to standing on a white sand beach in direct sun.
  • Overview demonstrated this in November 2025 by beaming power FROM a moving Cessna Caravan at 5,000+ meters to receivers on the ground — the aircraft itself was the transmitter, and the beam was described as 'eye-safe' throughout.
  • The near-infrared wavelength (used in fiber optics, medical imaging, and security cameras) is the key safety distinction: rival Aetherflux uses higher-intensity lasers, and the original 1968 Glaser concept used microwaves — both of which carry more obvious hazard profiles for aircraft and people.
Room for disagreement
  • Overview claims passive safety for near-infrared at utility scale, but no independent regulator has yet set standards for a 1 GW commercial beam — critics note there's a gap between a single Cessna test and continuous gigawatt-scale transmission through commercial airspace, and the arxiv literature on laser-aircraft avoidance suggests aircraft illumination is a real engineering problem that hasn't been solved at this scale.
  • Aetherflux's laser-based approach targets earlier deployment (2027 vs. Overview's 2028 demo) but uses a higher-intensity beam architecture, suggesting the two companies have made opposite safety-vs-efficiency tradeoffs — and the winning architecture will likely be shaped by whichever regulatory framework emerges first.
AI-generated with web search — may be wrong. Check the linked sources.
Play on this story Voices Debate Predict

Key Indicators

1 GW
Capacity reserved by Meta
Roughly equivalent to the output of a single large nuclear reactor.
2028
First in-orbit demonstration
Overview plans a low-Earth-orbit satellite to beam power to the ground.
2030
Commercial delivery target
First gigawatt-class satellites would launch to geosynchronous orbit.
18,000 GWh
Meta's 2024 data center consumption
About what 1.7 million American homes use in a year.
6.6 GW
Meta's parallel nuclear commitments
Deals signed with Vistra, TerraPower, Oklo, and Constellation in January 2026.

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People Involved

Organizations Involved

Timeline

January 1968 January 2030

15 events Latest: January 1st, 2030 Showing 8 of 15
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  1. Commercial delivery to Meta planned

    Latest Planned Milestone

    First operational satellites against Meta's 1 GW reservation expected to begin launching.

  2. Overview targets first orbital demo

    Planned Milestone

    First Overview satellite scheduled for low Earth orbit to demonstrate beaming power from space to a ground site.

  3. Overview Energy wins U.S. Air Force study contract

    Government Contract

    The Secretary of the Air Force for Installations, Energy and Environment awarded Overview a contract to study space solar power for remote military bases. The effort focuses on Eielson Air Force Base in Alaska and Anderson Air Force Base in Guam, where fuel supply chains strain in contested scenarios.

  4. Meta signs space-solar capacity reservation

    Power Procurement

    Meta reserves up to 1 GW from Overview Energy, becoming the first announced commercial buyer of orbital solar power.

  5. Meta reserves 1 GW of ultra-long-duration storage from Noon Energy

    Power Procurement

    Meta and Palo Alto startup Noon Energy announced a supply agreement for up to 1 GW / 100 GWh of 100+-hour energy storage using reversible solid-oxide fuel cells and carbon-based materials. A 25 MW / 2.5 GWh pilot is targeted for 2028. Meta's April 27 blog post grouped this deal with the Overview Energy space-solar agreement as part of the same AI power strategy.

  6. Meta signs 6.6 GW in nuclear deals

    Power Procurement

    Agreements with Vistra, TerraPower, Oklo, and Constellation establish nuclear as Meta's primary AI baseload bet.

  7. Overview Energy emerges from stealth

    Announcement

    Company publicly identifies itself and its near-infrared beaming approach after three years of quiet development.

  8. Overview demonstrates high-power wireless transfer from moving aircraft

    Demonstration

    Overview Energy completed what it described as the world's first high-power wireless power transmission from any moving platform, beaming solar energy from an aircraft to solar panels more than 5,000 meters below — its highest-fidelity proof point before the planned January 2028 orbital test.

  9. Aetherflux founded

    Company Formation

    Robinhood co-founder Baiju Bhatt launches a rival pursuing laser-based power beaming from low Earth orbit.

  10. Beam from orbit detected on Earth

    Demonstration

    Caltech researchers detect MAPLE's directed beam at a rooftop receiver in Pasadena, a field first.

  11. Caltech beams power in space

    Demonstration

    MAPLE experiment aboard SSPD-1 becomes the first to transmit power wirelessly in orbit.

  12. Overview Energy founded

    Company Formation

    Marc Berte and co-founders incorporate the Virginia startup that will sign the first commercial contract four years later.

  13. Caltech receives $100M donation

    Funding

    Anonymous gift establishes the Space Solar Power Project, anchoring serious modern research on the concept.

  14. First space-solar patent issued

    Concept

    Glaser receives the first US patent for a microwave-based method of transmitting power from orbit.

  15. Glaser publishes the founding paper

    Concept

    NASA engineer Peter Glaser proposes orbital solar collectors beaming microwave power to Earth in a Science article.

Historical Context

3 moments from history that rhyme with this story — and how they unfolded.

1968-1973

Glaser's space solar proposal (1968-1973)

NASA engineer Peter Glaser published a Science paper in 1968 proposing satellites that would harvest sunlight in geostationary orbit and beam it to five-mile-wide rectennas on Earth. He received the first patent for the concept in 1973. NASA and the Department of Energy spent tens of millions studying it through the late 1970s.

Then

By the early 1980s, government studies concluded launch costs and large-aperture engineering made the concept uneconomic, and federal funding largely ended.

Now

The concept survived as a recurring academic and defense research thread for fifty years, periodically revived as launch costs fell, until private demonstrations and falling SpaceX-era launch prices made it commercially plausible again.

Why this matters now

Overview's deal is the first time Glaser's 58-year-old idea has had a paying corporate customer. The historical lesson is that the physics has never been the blocker — economics and launch cost were. Whether those conditions have actually changed enough is what the 2028 demo will test.

January-May 2023

Caltech MAPLE in-orbit power beaming (2023)

Caltech's SSPD-1 demonstrator, funded by a $100 million private gift, used a flexible microwave transmitter array called MAPLE to wirelessly transmit power in orbit and direct a detectable beam to a rooftop receiver in Pasadena. The mission was led by professors Harry Atwater, Ali Hajimiri, and Sergio Pellegrino.

Then

MAPLE provided the first in-space demonstration that beam steering and power transmission work outside controlled lab settings.

Now

The result removed the most fundamental technical-feasibility objection to space solar and gave commercial founders a credible reference point when raising venture funding and pitching customers like Meta.

Why this matters now

Without the 2023 Caltech demonstration, no hyperscaler would credibly sign a 1 GW reservation with a four-year-old startup. MAPLE is the proof point Overview's pitch leans on.

September 2024

Microsoft's Three Mile Island restart deal (2024)

Microsoft signed a 20-year power purchase agreement with Constellation Energy to restart the Three Mile Island Unit 1 nuclear reactor in Pennsylvania, idle since 2019, exclusively to power its AI data centers. The deal made a major hyperscaler the anchor customer for reviving an entire dormant power-generation asset.

Then

Other hyperscalers, including Meta, Google, and Amazon, followed within eighteen months with their own nuclear restarts, small modular reactor agreements, and now space-solar reservations.

Now

It established a template: AI compute demand is large enough that single tech buyers can underwrite first-of-a-kind or long-dormant energy infrastructure that utility-scale finance would not otherwise support.

Why this matters now

The Meta-Overview deal is the same template applied to a more speculative technology. A single AI buyer is large enough to underwrite a category that no utility customer would touch on its own.

Sources

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