AI data centers need dependable electricity, and Vistra Corp. (NYSE:VST) and Talen Energy Corporation (NASDAQ:TLN) offer two ways to own the plants supplying it. Both have nuclear generation and dispatchable fossil capacity. The harder question is how much of that opportunity becomes cash available to each shareholder after investment and financing. Talen's September 29 announcement makes the comparison timely. Its $1.5 billion accelerated share repurchase can reduce the share count materially, but the financing brings future capacity revenue into the present. That changes the timing of cash investors can expect to receive. One utility raised its four-year capital plan by roughly a third to $57 billion in April, largely for Meta's data centers.
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