AI EXPOSURE
Vistra
Two hyperscalers have locked up nearly 3.8 GW of its nuclear output for twenty years, which is AI demand in everything but name — the filings call it carbon-free power and capacity. A twenty-year contract fixes the buyer and the price alike.
AllFactsAI holds no position in Vistra (VST), as at 16 October 2026.
Power & Cooling
Not disclosed
Nuclear capacity contracted: 2,609 MW to Meta on 20-year terms, and 1,200 MW to AWS from Comanche Peak
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