The International Energy Agency (IEA) predicts data center electricity usage will double to 945 TWh by 2030, driven by AI buildout. Meta partners with energy companies like Vistra Energy to power Prometheus, its supercomputing cluster, signaling a shift towards energy as the next big investment for AI infrastructure. VST stock, valued at $56.4 billion, rises 5% in the past year.

Vistra Energy, a diversified electric company, partners with Meta to support nuclear power plans in Ohio and Pennsylvania, securing power purchase agreements for 2,609 MW of carbon-free generation. However, VST stock remains stagnant due to missed earnings estimates and declining revenues.

Despite a flat financial performance, Vistra is strategically positioned for long-term growth, focusing on meeting increasing electricity demands from data centers and electrification. The company’s recent deals and partnerships with tech giants like Amazon and Microsoft position it well in the AI power sector. Analysts rate VST stock as a “Strong Buy” with a mean target price of $242.33.

Read more at Yahoo Finance: Should You Buy VST Stock in January 2026 as Vistra Strikes a Major Nuclear Deal with Meta Platforms?