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.
Not disclosed
Nuclear capacity contracted: 2,609 MW to Meta on 20-year terms, and 1,200 MW to AWS from Comanche Peak
7 blocks locked
allfacts.ai