Taking place on Monday, the TotalEnergies deal comes as Google looks to confront its rising electricity demand, which has been driven by continued demand for AI.

The power will be generated from TotalEnergies-owned sites currently under development in Texas – Wichita and Mustang Creek, where construction is expected to begin in Q2 2026.

Although traditionally an oil giant, TotalEnergies has continued to invest in renewable energy alongside its gas-fired power plants. The company is looking to expand its power business in deregulated markets where price volatility can create strong trading opportunities, it said, including the ERCOT market in Texas.

“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”, said Marc-Antoine Pignon, vice president renewables US at TotalEnergies. “This highlights TotalEnergies’ strategy to deliver tailored renewable energy solutions that support the decarbonisation goals of digital players, particularly data centres.”

He added: “Through this PPA, TotalEnergies is also addressing the challenges of land availability and power supply for data centres by enabling large-scale colocation opportunities.”

TotalEnergies indirectly supplies Google with power already, via its 50% stake in California-based renewables company Clearway – which has signed deals worth 1.2GW to supply data centres in three US power markets to support Google’s data centres across the ERCOT, PJM (Northeast) and SPP (Central) markets.

The Wichita and Mustang Creek solar farms are expected to generate significant benefits for local communities, including the creation of several hundred jobs and substantial tax revenues to help fund public services.

“Supporting a strong, stable, affordable grid is a top priority as we expand our infrastructure,” said Will Conkling, director of clean energy and power at Google. “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.”

TotalEnergies has a gross capacity portfolio of 10GW of onshore solar, wind and battery storage assets currently in operation across the US. This includes 400MW in the PJM market and 5GW in the ERCOT market.

Its supply to Google adds to TotalEnergies’ existing agreements with the likes of Airbus, Data4, STMicroelectronics, Amazon, Microsoft and Orange, among others. The company said this latest deal is a testament to the company’s ability to develop innovative solutions to support its customers’ decarbonisation efforts.

Google in particular has been looking to decarbonise further ever since its emissions rose by 13% in 2024 on account of its rising AI data centre demands.

Alphabet, Google’s parent company, has doubled down on its investments into AI computing capacity, leading to the company doubling its capital expenditures in 2026 to between $175 billion and $185 billion.

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