TotalEnergies has agreed to provide 1 gigawatt of solar capacity to power Google's data centers in Texas under a 15-year contract, one of the longest-duration renewable supply deals in the state. The agreement covers solar generation assets in Texas and is structured to run through approximately 2041. Google continues to expand its Texas data center footprint, making long-term power security in the ERCOT market a strategic priority.
A 15-year, 1GW solar contract signals that hyperscalers are locking in long-duration energy supply to hedge against ERCOT price volatility and future capacity constraints. The deal also provides TotalEnergies with a large anchor off-taker, likely enabling project financing for solar assets that might otherwise face merchant risk.
Named companies TotalEnergies and Google, the specific 1GW figure, the 15-year duration, and the Texas market context triggered selection. This story is distinct from the Clearway PPA story because it involves a different counterparty, a different structure, and a specific state market.