Vistra Targets AI Data Center Growth With Meta Nuclear Power Pact

Simply Wall St.

01/27

Vistra (NYSE:VST) has entered a multi year nuclear power supply agreement with Meta Platforms to serve its expanding AI focused data centers. The company is carrying out what it describes as the ...

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The company is carrying out what it describes as the ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/utilities/nyse-vst/vistra/news/vistra-targets-ai-data-center-growth-with-meta-nuclear-power\">网页链接</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Vistra Targets AI Data Center Growth With Meta Nuclear Power Pact</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVistra Targets AI Data Center Growth With Meta Nuclear Power Pact\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Simply Wall St.</strong><span class=\"h-time small\">2026-01-27 15:16</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Vistra (NYSE:VST) has entered a multi year nuclear power supply agreement with Meta Platforms to serve its expanding AI focused data centers. The company is carrying out what it describes as the ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/utilities/nyse-vst/vistra/news/vistra-targets-ai-data-center-growth-with-meta-nuclear-power\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://simplywall.st/stocks/us/utilities/nyse-vst/vistra/news/vistra-targets-ai-data-center-growth-with-meta-nuclear-power\">Simply Wall St.</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4234","symbol_name":"特殊用途房地產信託","start_time":0,"source_url":"https://simplywall.st/stocks/us/utilities/nyse-vst/vistra/news/vistra-targets-ai-data-center-growth-with-meta-nuclear-power","article_id":"2606830507","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9551703-choice2-main-header/1585186877637"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/utilities/nyse-vst/vistra/news/vistra-targets-ai-data-center-growth-with-meta-nuclear-power","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2606830507","pubTimestamp":1769498187,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Vistra (NYSE:VST) has entered a multi year nuclear power supply agreement with Meta Platforms to serve its expanding AI focused data centers.\nThe company is carrying out what it describes as the largest corporate supported nuclear uprate program in history to increase nuclear capacity.\nTogether, these moves position Vistra as a key power provider to large scale technology clients that require reliable, carbon free electricity.\n\nVistra shares recently closed at $158.81, with a 1 year return...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4234":"特殊用途房地产信托","BK4084":"特种房地产投资信托","LYY.SI":"中云集团","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","VST":"Vistra Energy Corp.","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4606":"AI电力股","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","IE00BMQBXF63.USD":"BNY MELLON GLOBAL INFRASTRUCTURE INCOME \"B\" (USD) INC A","IE00BZ18W340.USD":"BNY MELLON GLOBAL INFRASTRUCTURE INCOME \"B\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","PW":"Power REIT","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","IE00BZ18W456.USD":"BNY MELLON GLOBAL INFRASTRUCTURE INCOME \"B\" (USD) INC","BK6051":"信息科技咨询与其它服务","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4105":"独立电力生产商与能源贸易商"},"translate_title":"瑞致达通过Meta核电协议瞄准人工智能数据中心增长","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PW":1.5,"LYY.SI":1.5,"VST":1},"content_text":"Vistra (NYSE:VST) has entered a multi year nuclear power supply agreement with Meta Platforms to serve its expanding AI focused data centers. The company is carrying out what it describes as the largest corporate supported nuclear uprate program in history to increase nuclear capacity. Together, these moves position Vistra as a key power provider to large scale technology clients that require reliable, carbon free electricity.  Vistra shares recently closed at $158.81, with a 1 year return of 16.5% and a 3 year gain of more than 7x. Over the past month, the stock is down 1.8% and year to date it is down 3.9%. This pullback follows very large multi year gains. In that context, the new agreement with Meta shows how NYSE:VST is tying its growth more closely to power hungry AI and cloud infrastructure. For investors watching the intersection of clean power and data centers, Vistra’s nuclear uprate program and long term contract with Meta may be important markers of how the business is positioning itself. The company is signaling a focus on long duration power supply for large technology customers that are seeking lower carbon electricity and stable, large scale capacity. Stay updated on the most important news stories for Vistra by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Vistra. NYSE:VST Earnings & Revenue Growth as at Jan 2026 How Vistra stacks up against its biggest competitors For Vistra, supplying over 2,600 MW of nuclear power to Meta and pushing ahead with what it calls the largest corporate supported uprate program positions the company directly in the center of the AI driven data center build out, where reliability and low carbon attributes are critical. The large, long dated nuclear asset base, combined with earlier acquisitions like Energy Harbor and Cogentrix, gives Vistra a platform that large technology customers can use for multi year, high volume power contracts. AdvertisementVistra narrative: AI power partner rather than a traditional utility Recent commentary around Vistra already frames it as having the right assets in key states such as Texas, California, New York, and Illinois, where many new data centers are being built. This Meta agreement reinforces that storyline of the company as an infrastructure partner to big tech rather than just a conventional power producer. Risks and rewards in focus  🎁 Long term, contracted nuclear supply to a major client like Meta can provide visibility on demand and potentially support funding for the uprate program and other clean energy projects. 🎁 The 2025 private offering of US$2.25b in senior secured notes gives Vistra capital to invest in growth projects across its nuclear fleet and broader portfolio. ⚠️ Analysts have flagged that interest payments are not well covered by earnings, so additional debt funding for expansion may increase sensitivity to future financing conditions. ⚠️ Profit margins have been weaker than the prior year and there has been significant insider selling over the past 3 months, which some investors may view as cautionary signals alongside the company’s expansion plans.  What to watch from here From here, the key things to watch are how quickly Vistra executes its uprate projects, the terms of any further long term contracts with data center operators, and what the upcoming fourth quarter and full year 2025 results on February 26, 2026, say about profitability, interest coverage, and capital allocation. You can stay plugged into evolving investor sentiment through the Community Narratives by following this discussion hub.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}