VS VST Vistra Corp. Loading... : Bullish and Bearish Analyst Opinions

Data center demand forecasted on FirstEnergy's system has increased 30% since Q1 to ~25 GW, with contracted demand at 6.4 GW and another 1.5 GW expected to be contracted in the next few weeks, signaling an accelerating pace of power procurement for AI infrastructure. — The pace at which incremental demand is contracted is a strong leading indicator for the broader power demand build-out, directly impacting merchant generators and other utilities in PJM with proximity to load.