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    Vistra (VST) Draws Peter Thiel Backed Interest As An AI Power Pick

    Simply Wall St·09/12/2026 11:22:50
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    • Macro LLC, backed by Peter Thiel, has made a sizable allocation to Vistra (NYSE:VST) as a key AI power supplier.
    • The fund has highlighted Vistra's role in delivering electricity infrastructure that supports energy intensive artificial intelligence data centers.
    • Macro LLC has pointed to Vistra's long term nuclear power agreement with Amazon Web Services as central to its investment rationale.
    • Peter Thiel's Macro LLC focus on Vistra's AI power role is only one angle on the wider Vistra story. We have also flagged 2 warning signs for Vistra.

    For a broader view of how AI driven electricity demand is reshaping utilities and grid operators, explore 39 power grid technology and infrastructure stocks.

    NYSE:VST 1-Year Stock Price Chart
    NYSE:VST 1-Year Stock Price Chart

    Vistra runs an integrated retail electricity and power generation business in the US, which puts its $49.4b operation directly in the path of rising demand from energy intensive AI infrastructure projects.

    See which insiders are buying and selling Vistra following this latest news.

    What Peter Thiel’s focus on Vistra signals about the AI power trade

    Peter Thiel’s Macro LLC leaning into Vistra reinforces the existing Narrative that the utility’s long dated AI and data center contracts are a core part of the story, rather than a side bet. This attention from a high profile investor highlights the same catalyst analysts are already watching, the build out of multi decade power purchase agreements with hyperscalers, while also throwing more light on existing risks around leverage, capital intensive projects, and exposure to fossil assets that the Narrative flags in detail.

    See how these catalysts shape Vistra's path to a $225 fair value.

    For anyone tracking Vistra from here, a practical signpost is how the firm uses its fresh capital flexibility, including the new shelf registration and the junior subordinated notes, in the context of large AI related power deals and the analyst forecast that points to earnings of about US$3.9b by 2029.

    One more thing about Vistra that could matter even more than the AI story

    All the AI headlines are one thing, but the pattern of cash coming in and out of Vistra can be used to estimate what the whole operation might reasonably be worth compared with today’s share price. Find out exactly what Vistra is worth today based on its cash flows.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.