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Vistra reports quarterly profit as AI boom fuels power demand

Vistra Corp, a power producer, reported a fourth-quarter profit, reversing the loss of a previous year, after strong electricity demand for AI-server infrastructure drove its shares up 7.3% in premarket trading to $159

Utilities are experiencing a surge in demand for electricity as Big Tech invests billions of dollars in AI technologies and infrastructure required to develop them.

This surge in demand has benefited nuclear power utilities the most. Vistra shares rose nearly 258% between 2024 and 2026, compared with a 19.6% increase in the S&P500 utilities sector during the same period.

The company's core adjusted profit for continuing operations in the fourth quarter increased to $1.99 billion from $965 million, thanks to higher income in most segments.

The company stated that it continues to see robust growth in load across all markets, with energy consumption increasing faster than peak loads.

Vistra's core operating profit for the current year is expected to range between $5.50 and $6.10 billion. The midpoint of this range is higher than its $5.66 billion in 2024.

Irving, Texas based company, Irving's, net income for three months ended on December 31 was $490 million. This compares to a loss of just $184 million in the same period last year.

Vistra, one of the largest battery storage facilities in the world, was responsible for the fire that broke out last month. The facility is located at Moss Landing south of San Francisco.

Vistra, the company and the authorities have not reported any injuries or financial losses as a result of the fire. Reporting by Vallari Shrivastava, Bengaluru. Editing by Pooja Deai.

(source: Reuters)