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Vistra, one of the largest US competitive power generators, announced a 20-year power purchase agreement at its Odessa combined-cycle gas plant in Texas with New Era Energy and Digital covering 207 MW of capacity under a two-decade contract
Verified 2026-11-07
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Long-dated PPAs that reserve gas-plant megawatts for digital counterparties show AI and data-centre demand is reshaping how merchant generators sell power years ahead.
The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
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- American Electric Power, one of the largest US utilities, which counts hyperscalers and manufacturers among its new large customers, signed fresh load commitments in the third quarter of 2026 and now expects its contracted extra load to reach 84 GW by 2031 AEP signed 15 GW of new load commitments in a single quarter
- AI data centres worldwide reached a power capacity comparable to New York State at peak demand in 2025, which Stanford's AI Index puts at 29.6 gigawatts
- OpenAI does not disclose GPT-4o's resource footprint, so Stanford's 2026 AI Index Report turned to independent researchers' estimates of the water needed to cool the servers behind it — as much as 1.58 million kilolitres a year — more than 1.2 million people drink annually
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