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Vistra Corp.

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New Era Energy secures 20-year power deal with Vistra for Texas data center project

Proactive Investors · Mon, 21 Sep 2026 09:42:34 -0400

New Era Energy & Digital (NASDAQ:NUAI) has locked in power for one of the country's most closely watched new data center projects, securing a 20-year agreement with Vistra Corp that supplies electricity for the first phase of its Texas Critical Data Center. The company said its subsidiary, TCDC PowerCo, has signed the power purchase agreement with Vistra affiliate Luminant ET Services Company, an affiliate of for a minimum of 200 MW and up to 207 MW to supply Phase 1 of the project.

Vistra: Q2 2026 Confirmed The AI Power Scarcity Problem

Seeking Alpha · Thu, 17 Sep 2026 01:00:23 -0400

I maintain my Strong Buy rating and $220 price target on Vistra Corp., with Q2 2026 results strengthening my conviction. VST's diversified generation assets and integration in PJM/ERCOT position it to capitalize on AI-driven electricity scarcity and accelerating data center demand. Helix digital infrastructure offers new upside optionality, but I await signed contracts before factoring material value into my valuation.

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