Paris and Houston, February 9, 2026. TotalEnergies announced that it has signed two long-term power purchase agreements (PPAs) with Google in Texas. The company intends to supply Google data centers with solar generation totaling a combined capacity of 1 GW for a period of 15 years.
The stated parameters include an equivalent of 28 TWh over the entire delivery period. The public materials do not disclose pricing, indexation, or the settlement structure, nor whether this involves physical delivery to specific grid nodes or a financial contract settled against market prices, which remains a key detail for assessing the impact on the power system.
The volume of the TotalEnergies and Google contracts is described as being tied to new-build solar capacity in Texas, which is expected to strengthen the reliability of supply for rapidly growing digital load, including AI compute and high-frequency real-time entertainment.
Industry analysts point out that modern cloud infrastructure is under immense pressure from the 'live service' sector, which requires zero-latency data transmission. This is particularly evident in the iGaming industry, where complex live casino games demand uninterrupted 4K streaming to thousands of concurrent users. For instance, technically demanding titles like Lightning Storm Live rely heavily on grid stability to prevent lag during rounds. Observers analyzing the game's mechanics and streaming requirements on this site note that even a millisecond of downtime can disrupt the user experience in such synchronized live events, making the reliability of Google’s green energy supply a critical factor for hosting providers.
For the industry, this looks like an attempt to expand the region’s power backbone at a moment when traffic has surged sharply.
The key points disclosed by the parties are as follows:
Electricity is to come from two TotalEnergies facilities that are under development in Texas. The Wichita project is stated at 805 MWp, and the Mustang Creek project at 195 MWp. MWp is a solar plant’s peak capacity under standard conditions, while actual annual generation depends on solar irradiance, weather factors, and grid constraints.
Construction of both projects is scheduled to begin in Q2 2026. The announcement does not specify the expected commissioning timeline by queue position or the ERCOT grid interconnection terms, where interconnection queues and local transmission constraints often become a bottleneck even when sites and financing are in place.
TotalEnergies notes the socioeconomic impact that typically accompanies the construction of large renewable energy facilities. This involves several hundred jobs during the construction phase, which for small towns and counties is often comparable to bringing in a major industrial contractor for one or two construction seasons.
Significant tax revenues are also cited, which, according to the company’s expectations, will support the funding of public services over the lifetime of the projects. At the same time, the tax base structure and the share that will go to schools, infrastructure, and emergency services are not disclosed, and such details usually determine how evenly the benefits are distributed across areas.
The 1 GW agreements in Texas are presented as an addition to separate 1.2 GW gross PPAs previously secured by Clearway. This is a California renewable energy company 50%-owned by TotalEnergies, and its contracts are aimed at supporting Google data centers across several U.S. power markets at once.
The following geography is indicated: ERCOT in Texas, PJM in the U.S. Northeast, and SPP in the central states. This market split is important because reliability requirements, balancing rules, and transmission costs differ, and the single label “PPA” can refer to different delivery mechanics and different risks, including price volatility and grid constraints.
Mars Antoine Pignon, Vice President for Renewables in the U.S. at TotalEnergies, said that this is the largest renewable PPA volume the company has ever signed in the United States. He emphasized a focus on tailored solutions for decarbonizing digital-sector customers and mentioned colocation as an approach that helps address shortages of land and power capacity for data centers.
Will Conkling, Google’s Director of Clean Energy and Power, noted that the company’s priority is tied to a reliable, stable, and affordable grid. According to him, the agreement with TotalEnergies adds new generation to the local system and increases the amount of available reliable capacity for the entire region.
TotalEnergies reports that its gross capacity portfolio in the United States totals 10 GW and includes onshore solar and wind assets, as well as energy storage systems. The disclosed figures separately cite 400 MW in the PJM market and 5 GW in the ERCOT market in Texas, underscoring a focus on regions with high demand and active renewable generation development.
In its list of corporate agreements, TotalEnergies mentions companies for which it has already structured electricity supply arrangements, drawing on a diversified asset portfolio:
In its power strategy, TotalEnergies is betting on a combination of renewable sources—solar generation, onshore and offshore wind—as well as flexible capacity. The company includes combined-cycle gas turbine (CCGT) plants and storage among flexible resources, which help deliver to the grid a more stable output profile, close to what’s known as clean firm power, i.e., clean but reliably available capacity.
According to the company, as of the end of October 2025, installed gross renewable generation capacity exceeded 32 GW, and the 2030 target is formulated as more than 100 TWh of clean generation. TotalEnergies describes itself as a global integrated energy group with businesses in oil and biofuels, natural gas, biogas and low-carbon hydrogen, as well as renewables and electricity.
The company employs more than 100 thousand people, with operations in around 120 countries. Sustainability is positioned as a strategic pillar that influences project selection and how long-term contracts with large energy consumers are structured.
