Vistra

April 21, 2026

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Fermi's Anchor Tenant Walked in December. Everything Else Followed.

Developers who control their own generation, whether gas, nuclear at Comanche Peak (Amazon/Vistra), or molten salt at Abilene (Natura Resources, $240M), will outpace those still waiting on interconnection.

April 20, 2026

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Hyperscalers Stop Waiting on the Grid as ERCOT Stares at 218 GW

Amazon's siting at Vistra's 2,400 MW Comanche Peak nuclear plant shows the anchor-tenant template scaling on the nuclear side.

April 12, 2026

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400 Projects, Two Unanswered Questions, One Legislative Clock

Vistra EVP Stacey Dore and Oncor VP Brian Lloyd argued data centers will optimize existing transmission and spread fixed costs, with heavy infrastructure expense falling on operators who can absorb it.

March 27, 2026

Vistra is positioning on the supply side, locking down PPAs with Meta (2,600+ MW of nuclear) and Amazon while fighting at FERC for faster PJM co-location rules, with Zacks projecting 65.59% earnings growth in 2026.

March 16, 2026

Vistra's positioning reflects this: 1,200 MW to AWS from Comanche Peak, 2,600 MW to Meta from three nuclear plants, plus a $4 billion Cogentrix acquisition adding 5,500 MW of gas capacity.

March 6, 2026

early reports suggest Amazon is advancing an 18-building campus beside Comanche Peak Nuclear Power Plant in Somervell County and a 21-building, 1,265-acre Project Spectrum in Hood County powered by Vistra subsidiary Luminant.

February 15, 2026

This is Meta's second Indiana campus and part of a national buildout spanning Texas, Wisconsin, and Louisiana, backed by nuclear procurement deals with TerraPower, Oklo, and Vistra targeting up to 6.6 GW of capacity by 2032.