TotalEnergies to Supply 1 GW of Solar Power to Google Data Centers in Texas

TotalEnergies to Supply 1 GW of Solar Power to Google Data Centers in Texas

TotalEnergies has signed two long-term power purchase agreements (PPAs) with Google to supply a combined 1 gigawatt (GW) of solar capacity to the tech giant’s data centers in Texas. The agreements span 15 years and will deliver an estimated 28 terawatt-hours (TWh) of renewable electricity over their lifetime, reinforcing the growing link between hyperscale data centers and large-scale clean power development.

The electricity will be generated from two TotalEnergies-owned solar projects currently under development in Texas: the 805-megawatt (MWp) Wichita solar farm and the 195-MWp Mustang Creek project. Construction on both sites is scheduled to begin in the second quarter of 2026.

According to TotalEnergies, the deal represents the largest volume of renewable PPAs the company has ever signed in the United States, underscoring Texas’ central role in meeting surging power demand from data centers and artificial intelligence infrastructure.

The agreement comes as U.S. power markets—particularly ERCOT in Texas—face mounting strain from rapid load growth driven by AI, cloud computing, and electrification. Hyperscale data centers are increasingly turning to long-term PPAs not only to decarbonize operations, but also to secure reliable, price-stable electricity in increasingly volatile wholesale markets.

The new Texas PPAs complement separate gross PPAs totaling 1.2 GW that Google recently secured with Clearway Energy, a California-based renewable power producer that is 50% owned by TotalEnergies. Those agreements span ERCOT, PJM in the Northeast, and the SPP market in the central United States, highlighting Google’s multi-region approach to sourcing clean power.

For TotalEnergies, the deal strengthens its position as a major power supplier to digital and industrial customers seeking bespoke renewable solutions. The company has steadily expanded its U.S. electricity portfolio, which now totals 10 GW of onshore solar, wind, and battery storage capacity in operation. Roughly half of that—around 5 GW—is located in ERCOT, reflecting the attractiveness of Texas’ merchant-friendly power market.

The Wichita and Mustang Creek projects are also expected to deliver tangible local economic benefits. TotalEnergies said several hundred jobs will be created during construction, while long-term tax revenues from the projects will help fund public services in surrounding communities.

The Google agreement aligns with TotalEnergies’ broader strategy of pairing renewables with flexible assets—such as gas-fired power generation and energy storage—to offer “clean firm power” solutions to large customers. As of late 2025, the company reported more than 32 GW of installed gross renewable electricity capacity worldwide and is targeting over 100 TWh of net electricity production by 2030.

For Google, the PPAs add new generation capacity to the Texas grid at a time when system reliability has become a key concern. Rather than relying solely on existing supply, the agreements bring incremental solar capacity online, supporting both corporate decarbonization goals and regional grid stability.

The deal also reflects a broader sector trend: energy companies and Big Tech increasingly acting as long-term partners in infrastructure buildout, rather than simple buyers and sellers of power. As AI-driven electricity demand accelerates, such arrangements are likely to become more common across U.S. power markets.

By Charles Kennedy for Oilprice.com

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