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Vistra (VST) signed 20-year PPAs with Meta for 2,600 MW of nuclear power and AWS for 1,200 MW, anchoring its generation platform through mid-century.
Q2 2026 Adjusted EBITDA surged 30% to $1.77B, with 2027 guidance still excluding Cogentrix and Meta deals that CFO Moldovan says could add $700M more.
Vistra committed $1B to Helix Digital Infrastructure alongside NVIDIA and KKR, positioning itself as the preferred power provider for AI data centers.
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