COMPANIES · ENERGY & GRID

Vistra Corp

Generates and retails electricity across the United States, with a large nuclear, natural-gas and battery-storage fleet.

InfrastructureEnergy & grid
What it does

Generates and retails electricity across the United States, with a large nuclear, natural-gas and battery-storage fleet.

Why it matters

Its nuclear and gas generation fleet is positioned as a supplier of the firm, always-available power that AI data centers require.

How it makes money

Sells electricity generated from its power plants and through retail electricity supply.

Geography

United States

AI stack position

Energy and the electrical grid. The companies that generate, distribute and manage the electricity AI infrastructure runs on. AI data centers use enormous amounts of power, so the companies producing and delivering that electricity are just as critical to the AI economy as the chip makers.

Connections (5)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (1)

Vistra Corp supplies nuclear and solar power to Amazon Web Services
SuppliesCurrent
Vistra holds power purchase agreements for approximately 3,800 MW of nuclear power with Amazon Web Services at its Comanche Peak nuclear plant, plus a separate PPA with AWS for its 200-MW Oak Hill solar facility.

Source: 2026-02-26 · reviewed 2026-09-20

Evidence: Primary-source statement · Reported operating/contracted as of Vistra's Q4 2025 earnings release

Limits: Figures are as self-reported by Vistra in its earnings release; does not establish contract price, exclusivity, or actual current delivered power volumes versus contracted capacity.

Vistra Reports Fourth Quarter and Full-Year 2025 Results ↗

Dated or announced (3)

Vistra Corp partners with NVIDIA
Partners withDated / announced
Vistra became the preferred power provider for Helix Digital Infrastructure, a data-center development venture formed with KKR, the Kuwait Investment Authority and NVIDIA backed by more than $10 billion in capital commitments, announced around June 2026.

Source: 2026-08-07 · reviewed 2026-09-22

Evidence: Secondary reporting (unconfirmed by primary parties) · Announced / planned

Limits: No primary Vistra, NVIDIA or Helix press release was located; NVIDIA's specific equity stake, Vistra's contracted capacity, and Helix's development timeline are not established by this source.

The Hidden Winners of the AI Power Crunch: 3 Utilities ↗
Vistra Corp supplies nuclear power to Meta Platforms
SuppliesDated / announced
Vistra signed 20-year power purchase agreements to supply Meta with 2,609 MW of nuclear energy and capacity from its Perry, Davis-Besse and Beaver Valley plants, including 433 MW of new uprate capacity, with purchases beginning in late 2026.

Source: 2026-01-09 · reviewed 2026-09-20

Evidence: Primary-source statement · Agreements signed; purchases begin late 2026, full capacity online by 2034

Limits: Confirms signed PPAs and capacity figures as announced; does not establish current delivered power, contract pricing, or which specific Meta data centers are served.

Vistra and Meta Announce Agreements to Support Nuclear Plants in PJM and Add New Nuclear Generation to the Grid ↗
Vistra Corp is adding nuclear capacity in partnership with Meta Platforms
Partners withDated / announced
Vistra and Meta announced 20-year power purchase agreements covering 2,609 MW at the Perry, Davis-Besse and Beaver Valley nuclear plants, including 433 MW of new capacity from uprates that Vistra's CEO said Meta's commitment made possible.

Source: 2026-01-09 · reviewed 2026-09-24

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: An announcement of agreements whose deliveries begin in late 2026 and reach full capacity by 2034. It does not establish prices paid, that the uprate projects will be completed or licensed, or how much of Meta's total load these plants would cover.

Vistra and Meta Announce Agreements to Support Nuclear Plants in PJM and Add New Nuclear Generation to the Grid ↗

Comparisons (1)

Constellation Energy competes with Vistra Corp
Competes withComparison only
Constellation Energy and Vistra are directly compared as rival nuclear/gas-heavy power generators competing for multi-decade AI data center power deals with hyperscalers, per a September 2026 investment analysis.

Source: 2026-09-16 · reviewed 2026-09-22

Evidence: Analytical comparison · Reported operating

Limits: Reflects investor commentary comparing the two as investment options, not a claim by either company; does not establish relative market share or financial performance.

Vistra vs. Constellation vs. Talen Energy: Which Nuclear-Heavy Stock Is the Better AI-Power Bet? ↗
Evidence for this profile

Vistra company overview ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .