The Motley Fool·2026-01-10 01:33Core Viewpoint - The partnership between Vistra and Meta Platforms highlights the integration of artificial intelligence and nuclear power, with Vistra's shares rising significantly following the announcement of long-term power purchase agreements (PPAs) [1][2]. Group 1: Company Developments - Vistra has entered into 20-year PPAs to supply over 2,600 megawatts (MW) of zero-carbon energy from its nuclear plants to Meta, supporting the latter's AI expansion [2]. - The energy supply includes 2,176 MW from Vistra's Perry and Davis-Besse plants in Ohio, along with 433 MW from planned upgrades at these facilities and the Beaver Valley plant in Pennsylvania [3]. - Vistra plans to pursue license extensions for all three nuclear plants, potentially extending their operational life by another two decades, as they were previously scheduled for retirement before Vistra's acquisition in 2023 [3]. Group 2: Market Impact - Following the announcement, Vistra's stock price increased by over 10%, reaching $15.77, with a market capitalization of $51 billion [4][5]. - Meta's power purchases are set to begin in late 2026, with Vistra aiming to bring additional capacity online through 2034, indicating a long-term commitment to clean energy for AI operations [5].