TotalEnergies (TTE) Stock: Google Picks French Giant for Massive 1 GW Texas Solar Deal

TLDR

• TotalEnergies closed two long-term contracts to provide 1 gigawatt of solar power to Google’s Texas data centers over 15 years
• The Wichita and Mustang Creek solar farms will deliver 28 terawatt-hours of renewable electricity starting in 2026
• This marks TotalEnergies’ largest renewable power purchase agreement ever signed in the United States
• The French energy company already supplies Google indirectly through its 50% ownership of Clearway with 1.2 GW of capacity
• Construction on both Texas solar projects begins in the second quarter of 2026

TotalEnergies landed two major power contracts with Google on Monday. The agreements will supply 1 gigawatt of solar capacity to Google’s data centers across Texas.

The 15-year deals represent the French energy company’s biggest renewable power purchase in U.S. history. TotalEnergies will deliver 28 terawatt-hours of clean electricity over the contract term.

Power will come from two company-owned solar farms in Texas. The Wichita facility provides 805 megawatts while Mustang Creek adds 195 megawatts.

TotalEnergies SE, TTE

Both projects are currently in development. Construction kicks off in the second quarter of 2026.

Google Fuels AI Growth with Texas Solar

The timing aligns with explosive growth in artificial intelligence computing. Data centers running AI models consume enormous amounts of electricity.

Google needs reliable power sources to support its expanding AI infrastructure. The TotalEnergies contracts help secure that supply.

Marc-Antoine Pignon serves as TotalEnergies’ vice president for U.S. renewables. He confirmed the deals set a new company record for renewable power volume in America.

TotalEnergies already has a relationship with Google through Clearway. The French company owns 50% of the California-based renewable energy firm.

Clearway recently signed separate agreements totaling 1.2 gigawatts. Those contracts supply Google facilities across the ERCOT, PJM, and SPP power markets.

TotalEnergies Bets Big on Texas Energy Market

TotalEnergies has built a strong position in Texas. The company operates 5 gigawatts of capacity in the ERCOT market.

Texas offers a deregulated electricity market where prices fluctuate. Energy companies can capitalize on trading opportunities during periods of high demand.

Will Conkling directs clean energy and power strategy for Google. He said the TotalEnergies agreement adds new generation capacity to the Texas grid.

The projects will create hundreds of construction jobs. Local communities will collect tax revenue throughout the solar farms’ operational lifetime.

TotalEnergies operates 10 gigawatts of renewable assets across the United States. The portfolio includes solar, wind, and battery storage projects.

The company holds 400 megawatts in the PJM market serving the Northeast. Global renewable capacity reached 32 gigawatts as of October 2025.

TotalEnergies aims to produce more than 100 terawatt-hours of net electricity by 2030. The Google contracts push the company closer to that target.

The French energy giant continues investing in renewables while other oil majors scale back. TotalEnergies combines solar and wind projects with gas-fired power plants.

Both Texas solar farms are scheduled to begin operations after construction wraps in 2026. The facilities will supply Google’s growing network of data centers across the state.

The post TotalEnergies (TTE) Stock: Google Picks French Giant for Massive 1 GW Texas Solar Deal appeared first on Blockonomi.