Vistra Corp. (VST)

McKinsey expects data center power demand to grow at a 24% annual rate through 2030.

Billionaire investor Peter Thiel is betting heavily on two artificial intelligence stocks.

A different means to the same end gives interested investors something to think about, although this difference doesn't necessarily make one stock a better bet than the other.

Vistra just landed a conditional $4.2 billion DOE loan. The deal reveals something much bigger for investors in nuclear energy stocks.

US DOE awards Vistra a $4.2 billion loan to expand nuclear power production.

Vistra Corp anticipates $4.2 billion in federal funding to boost nuclear capacity at three plants, while 20-year power deals with Meta and New Era Energy underpin its AI-driven growth despite high debt.

The famed entrepreneur and investor targeted two companies pursuing different aspects of the AI market.

Cameco, Constellation Energy, and Vistra will all benefit from the AI-driven nuclear boom.

New Era Energy & Digital signed a 20-year, up-to-207-MW power deal with Vistra's Luminant to supply its Texas data center, bypassing ERCOT's lengthy interconnection queue.

Nuclear energy could benefit from massive tailwinds over the next couple of decades.