TotalEnergies to supply solar energy to Google's Texas data centers
Key Points
- TotalEnergies will deliver 1 gigawatt of solar capacity through two sites owned by the company in Texas
- Construction on the Wichita and Mustang Creek solar plants is set to begin in the second quarter of 2025
- The agreement supports Google's renewable energy goals for its expanding Texas data center operations
AI Summary
TotalEnergies Signs Major Solar Deal with Google for Texas Data Centers
French energy major TotalEnergies has signed two long-term agreements with Google to supply 1 gigawatt (GW) of solar capacity to power the tech giant's data centers in Texas. The announcement was made on February 9, 2026.
Key Details:
The solar power will be generated from two TotalEnergies-owned facilities in Texas:
- Wichita solar plant
- Mustang Creek solar plant
Both sites are scheduled to begin construction in Q2 2026, indicating a relatively quick timeline to deployment.
Market Implications:
This partnership represents a significant commitment between major players in the energy and technology sectors, highlighting several important trends:
- Tech sector energy demand: Google's need for 1 GW of solar capacity underscores the massive power requirements of data centers, particularly as AI and cloud computing continue to expand.
- Renewable transition: The deal reinforces TotalEnergies' strategic pivot toward renewable energy sources, demonstrating the oil and gas major's diversification efforts beyond fossil fuels.
- Corporate sustainability: Long-term power purchase agreements (PPAs) of this scale show tech companies' commitment to renewable energy procurement to meet climate goals.
- Texas energy market: The location in Texas, already a major renewable energy hub, further solidifies the state's position as a leader in solar capacity development.
The 1 GW capacity is substantial enough to power hundreds of thousands of homes, making this one of the larger corporate renewable energy deals announced recently. The agreement benefits both parties: Google secures stable, clean energy supply while TotalEnergies gains a reliable long-term customer for its renewable infrastructure investments.
Model Analysis Breakdown
| Model | Sentiment | Confidence |
|---|---|---|
| GPT-5-mini | Bullish | 80% |
| Claude 4.5 Haiku | Bullish | 70% |
| Gemini 2.5 Flash | Bullish | 85% |
| Consensus | Bullish | 78% |