TotalEnergies will deliver 1 GW of solar capacity to Google under 15 year PPAs, equal to 28 TWh of renewable electricity in Texas
Deal highlights rising corporate demand for firmed clean power to support AI driven data center growth and grid reliability
Projects add construction jobs, tax revenues, and new generation capacity in ERCOT, reinforcing state level energy strategy
TotalEnergies has secured one of its largest U.S. renewable energy supply agreements, signing two long term power purchase agreements with Google to deliver 1 GW of solar capacity to the tech giant’s data centers over the next 15 years. The projects, located at the Wichita and Mustang Creek solar sites, arrive as energy demand tied to artificial intelligence infrastructure accelerates across U.S. power markets.
Scaling Power Supply For AI Infrastructure
The agreement will see electricity generated from TotalEnergies owned solar farms currently under development in Texas. Wichita will account for 805 MWp of capacity, while Mustang Creek adds 195 MWp. Construction is scheduled to begin in the second quarter of 2026, positioning the projects to meet a surge in electricity demand from data center expansion across the ERCOT grid.
Together, the sites are expected to generate roughly 28 TWh of renewable electricity during the contract period. For corporate buyers like Google, long term PPAs are becoming a central tool for securing predictable energy costs while meeting climate targets tied to Scope 2 emissions.
Marc-Antoine Pignon, Vice President Renewables U.S. for TotalEnergies, said: “We are pleased to sign these agreements to supply renewable electricity to Google in Texas, representing the largest renewable PPA volume ever signed by TotalEnergies in the United States. This highlights TotalEnergies’ strategy to deliver tailored renewable energy solutions that support the decarbonization goals of digital players, particularly data centers. Through this PPA, TotalEnergies is also addressing the challenges of land availability and power supply for data centers by enabling large-scale colocation opportunities.”
Grid Reliability And Corporate Procurement Strategy
The deal comes alongside separate gross PPAs totaling 1.2 GW recently secured by Clearway, a California based renewables developer that is 50 percent owned by TotalEnergies. Those agreements span ERCOT, PJM, and SPP markets, further illustrating how large tech firms are spreading procurement across multiple regions to manage power risk and transmission constraints.
Google has framed the agreement as part of a broader effort to stabilize local electricity systems as demand rises. Will Conkling, Director of Clean Energy and Power at Google, said: “Supporting a strong, stable, affordable grid is a top priority as we expand our infrastructure. Our agreement with TotalEnergies adds necessary new generation to the local system, boosting the amount of affordable and reliable power supply available to serve the entire region.”
For executives and investors, the transaction reflects a wider shift in corporate energy procurement. Instead of purchasing renewable attributes alone, companies are prioritizing projects that bring incremental generation online, particularly in constrained markets like Texas where peak demand and transmission challenges remain a persistent governance issue.
RELATED ARTICLE: TotalEnergies Launches Largest European Solar Cluster in Spain
Local Economic And Policy Implications
Beyond corporate decarbonization targets, the Wichita and Mustang Creek projects are expected to deliver local economic benefits, including several hundred construction jobs and tax revenues that will support public services throughout the projects’ operating life.
The scale of the agreement aligns with state level priorities to expand generation capacity without increasing pressure on fossil fuel assets during periods of extreme weather or high demand. ERCOT’s market structure has increasingly relied on private capital and corporate PPAs to finance new renewable infrastructure, positioning companies like TotalEnergies as key actors in regional energy security.
TotalEnergies currently holds a gross capacity portfolio of 10 GW of onshore solar, wind, and battery storage assets in operation across the United States, including 5 GW within the ERCOT market alone. The company’s expanding U.S. presence highlights how European energy majors are repositioning portfolios toward long term renewable assets tied to corporate offtakers.
As AI driven electricity consumption reshapes global power demand, the Texas agreements illustrate how partnerships between energy producers and technology companies are becoming central to climate strategy, infrastructure planning, and investment risk management. For policymakers and corporate leaders alike, the deal signals a new phase in the convergence of digital growth and energy transition, where securing reliable clean power is no longer optional but a defining competitive advantage.
Follow ESG News on LinkedIn
