VS VST Vistra Corp. 로딩 중... : 애널리스트의 강세 및 약세 의견

DTE is targeting another data center agreement by the end of 2026, with 2 GW in advanced discussions, and grid interconnection is the ultimate bottleneck, not customer demand. — Confirms that the pipeline of power demand is robust, and the value creation lies with entities able to provide power quickly, favoring those with available capacity or grid access.

DTE is in advanced talks for a Vantage (unregulated) data center opportunity that is several hundred megawatts of behind-the-meter load, a unique co-location play that could be a differentiator and add further demand for on-site power generation. — This signals a broader trend of behind-the-meter data center demand, potentially competing with or partnering with IPPs and impacting merchant power markets.