Google just made another major move in the race to scale AI infrastructure sustainably.

The company has signed a long-term agreement with TotalEnergies to secure 1 gigawatt of solar power for its Texas data centers — one of the largest renewable energy deals of its kind.

The contract spans 15 years and will generate an estimated 28 terawatt-hours of clean electricity over its lifetime. The power will come from two large solar projects currently in development, with construction expected to begin in 2026.

What’s notable here isn’t just the size of the deal — it’s what it signals:

AI and cloud growth are no longer just software stories.
They are increasingly energy stories.

Data centers are becoming the physical backbone of modern intelligence, and hyperscalers like Google are racing to lock in stable, renewable power sources to support:

• AI model training

• cloud expansion

• regional grid resilience

• long-term sustainability targets

This is part of a broader shift where the future of search, AI, and digital infrastructure is tied directly to the future of energy.

The next competitive frontier may not only be compute…
but who controls the clean power that feeds it.