Google

May 28, 2026

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Helios Hits 1.6 GW on CREZ Lines Built for Wind a Decade Ago

In Stamford, Mayor James Decker is treating Google's $40 billion buildout as one-time capital to upgrade water, sewer, and streets for 50-year service.

May 27, 2026

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The 445 GW Queue Gets a Gate. Capital Commitment Is the New Credential.

TeraWulf's Lake Mariner is energizing 360 MW in under twelve months on a retired coal site with $290 million in Schneider and Motivair infrastructure and Google-backed Fluidstack as anchor tenant.

May 26, 2026

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Disclosure Is Coming. Developers Tracking Water Now Won't Break Stride.

TotalEnergies signed a 15-year, 1.5 TWh PPA with Google in Ohio while sitting on a 4 GW ERCOT portfolio.

May 23, 2026

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31.7 GW Under Construction. Five-Year Power Timelines Decide Who Builds It.

Google's $15 billion Montgomery County, Missouri commitment runs entirely through Missouri SB4: Google funds its own electricity and partners with Ameren on more than 1 GW of new generation, paired with a $20 million Energy Impact Fund for local utility bills.

May 22, 2026

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Dallas Wins #1 Globally as Corpus Christi Shows the Real Constraint

President Trump's pledge from Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI commits the same companies to dedicated rate agreements and self-funded infrastructure, a faster permitting path tied to upfront cost-sharing.

May 21, 2026

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Dallas, Austin, West Texas Sweep the Global Top Three

Blackstone committed $5 billion to bring 500 MW of Google TPU capacity online by 2027, a neocloud-tier deployment that'll need transmission, generation, and water locked before sites get named.

May 17, 2026

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Hill County Wants State Rules. Smart Developers Will Help Write Them.

The opportunity sits with developers locking generation before the queue: Fervo Energy's $10 billion IPO valuation and Google's 100 MW Nevada offtake validate the anchor-tenant geothermal model, while NANO Nuclear's non-binding MoU with Super Micro for 15 MW KRONOS microreactors signals where hyperscale power procurement is heading.

May 15, 2026

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Behind-the-Meter Gas Is the New Default. Chevron Just Set the Texas Template.

Fervo Energy's $1.89 billion IPO valued the geothermal developer above $10 billion, with 658 MW of binding PPAs (Google, SCE, Shell) and Google holding a right-of-first-refusal on 3 GW of pipeline.

May 12, 2026

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Three Deals, One Thesis: The Capital Stack Is Buying Electrons Now

Chevron and Engine No. 1 brought Microsoft into their gas partnership for a West Texas campus; Google's working with Crusoe on gas at the Goodnight campus in the Panhandle.

May 10, 2026

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Sequencing Beats Vision: Why Fermi's $19B Pitch Couldn't Land a Single Tenant

Compare that to NextEra, which is tracking 21 GW of large-load interest at FPL with 12 GW in advanced negotiations and gas-fired projects in Pennsylvania and Texas approaching 10 GW, anchored by a Google Cloud partnership announced last December.

May 6, 2026

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Hut 8 Redesigned a 224 MW Hall to 352 MW. Same Footprint, Same Utility Tie.

Pennsylvania trades president Rob Bair is telling communities to negotiate rather than refuse, and Google has committed $10 million to union-backed electrician training.

May 5, 2026

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Seven Hyperscalers Sign On: Self-Funded Power Is the New Permit Price

The March 4 Ratepayer Protection Pledge from Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI committed signatories to fund their own generation and full grid upgrade costs, and the March 20 National Policy Framework reinforced that cost-internalization is now the price of permitting acceleration.

May 1, 2026

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Fort Bliss Becomes the Borderland's Third Gigawatt Build in 18 Months

Meanwhile, OG&E and Google structured a roughly 1 GW Oklahoma deal where Google covers 100% of interconnection costs and pays contracted minimums regardless of actual draw, with OG&E's Christi Woodworth stating "there's not a scenario where their rates would go up because of Google."

April 29, 2026

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2,600 GW Stuck in Queue. The Winners Build Their Own Power.

Google signed a Hydro Framework Agreement with Brookfield Renewables US for up to 3 GW of hydropower, with first contracts delivering 670 MW from Holtwood and Safe Harbor in Pennsylvania.

April 17, 2026

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Behind-the-Meter Gas: 56 GW of Proof the Grid Isn't the Plan

Amazon, Google, Meta, Microsoft, and Oracle are eligible.

April 16, 2026

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Engage Early or Inherit Someone Else's Moratorium

These attacks followed the Trump administration's May 2025 Riyadh trip announcing massive Gulf AI commitments: five-gigawatt Stargate UAE, Google's $10 billion HUMAIN partnership, Microsoft's $15.2 billion UAE investment, and xAI's 500MW Saudi facility.

April 15, 2026

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Build Your Own Power Plant or Lose Your Place in Line

Google grabbed grid connections in Indiana.

April 13, 2026

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ERCOT's Queue Is Separating Real Developers From the Rest

Amazon, Google, Meta, Microsoft, OpenAI, and Coreweave are all redirecting capital inland, drawn by ERCOT's deregulated market structure, below-average electricity costs, and faster commercial contracting.

April 10, 2026

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Caprock Broke Ground. Projects That Can't Match It Won't.

Aligned Data Centers broke ground on Project Caprock, a 540MW, $5 billion campus near Abernathy in Hale County, while at the Capitol, lawmakers grilled ERCOT and PUC officials on who pays for the state's data center surge, and Google confirmed a 933MW natural gas plant under construction in Armstrong County.

April 9, 2026

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Nine Months to Shape the Rules Texas Is About to Write

Google is exploring on-site gas generation at its 933 MW Goodnight campus through a Crusoe Energy partnership.

April 8, 2026

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Texas Built Its Tax Break for Yesterday's Data Center Market

Google's 933-megawatt gas plant with Crusoe Energy in Armstrong County, its third known gas facility recently, underscores that hyperscalers are building their own generation to bypass grid constraints.

April 7, 2026

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Medina County Told Microsoft No. Here's the Playbook It Used.

Major investors are forcing Amazon, Microsoft, and Google to disclose water consumption as a material financial risk.

April 6, 2026

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When Military Strikes Take Down Cloud Regions, Location Becomes Strategy

Meta's $1.3 million Texas primary spend, Musk's $500,000 PAC contribution, and years of smaller Google and Amazon donations are building influence ahead of 2026 hearings on data center policy.

April 4, 2026

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Developers Who Own Their Power Are Writing the New Site Selection Rules

The Crusoe-Google Goodnight campus in the Panhandle is the first operational test case under PUCT's new co-location net metering rules, and the outcome will set the baseline for every behind-the-meter deal that follows.

April 1, 2026

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Utilities Waited. SoftBank, Google, and the Army Didn't.

Google's Anthropic deal puts 7.7 GW of behind-the-meter gas generation near Enterprise and Energy Transfer pipelines, bypassing ERCOT entirely.

March 31, 2026

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Texas's $25M Queue Fee Separates Serious Developers From Everyone Else

But at CERAWeek in Houston, Google's Amanda Peterson Corio pushed back directly on gas-only strategies: "If we're just relying on gas, we're also screwed," citing supply chain bottlenecks.

March 30, 2026

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Texas Writes the Rules While Google Writes the Check

Google is backing a $5 billion-plus data center campus in Texas for Anthropic through Nexus Data Centers, a deal that redefines hyperscaler involvement in infrastructure finance.

March 29, 2026

The move, combined with Meta's $10 billion El Paso expansion and Google's $5 billion-plus Anthropic-linked campus already under construction elsewhere in the state, confirms Texas as the epicenter of hyperscale AI infrastructure buildout.

March 27, 2026

The White House Ratepayer Protection Pledge, signed March 4 by Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI, formalizes what Texas already started with Senate Bill 6: hyperscalers fund their own generation and transmission upgrades.

March 26, 2026

Google and Fermi America are publicly clashing over how to power AI's next phase.

March 25, 2026

Microsoft's Brad Smith committed to paying above-market rates to cover grid expenses, and Google, Microsoft, and NVIDIA signed the nonbinding "Ratepayer Protection Pledge."

March 24, 2026

Google, Oracle, Switch, and Equinix are all backing SMR technology.

March 23, 2026

This is the largest single generation announcement aimed squarely at data center load in Texas to date.

March 22, 2026

In Hermantown, Minnesota, Google's NDA-shrouded 1.8 million-square-foot project spawned a 5,000-member opposition group after city officials refused to answer residents' questions.

March 21, 2026

SB Energy is already executing the power build for OpenAI's 1.2 GW Stargate campus in Milam County and holds a Google PPA in the state, meaning this Ohio megaproject competes directly for the same gas turbines, transformers, and EPC contractors Texas developers need.

March 18, 2026

Google's "clean transition tariff" agreement with DTE Energy bundles **1.6 GW of solar, 400 MW of storage, and 300 MW of bilateral contracts** to feed a proposed 1 GW campus near Detroit, with a **$10 million affordability fund** as political cover for ratepayer concerns.

March 16, 2026

Google cools roughly a quarter of its campuses with reclaimed or non-potable water.

March 15, 2026

Google and TotalEnergies signed two 15-year power purchase agreements for 1 GW of solar capacity from two Texas projects: the Wichita solar farm (805 MWp) and Mustang Creek facility (195 MWp), expected to deliver roughly 28 TWh over the contract period.

March 14, 2026

TotalEnergies signed two 15-year solar PPAs with Google in February 2026 totaling 1 GW: 805 MW at Wichita and 195 MW at Mustang Creek, both west of Dallas.

March 12, 2026

Google completed its acquisition of Intersect Power this week, and TPG Rise Climate simultaneously spun Intersect's grid-tied assets into IPX Power, a new independent company with 4.4 GW of solar PV and 8.8 GWh of battery storage in construction or operation.

March 9, 2026

Seven hyperscalers signed a White House pledge to cover all electricity and grid infrastructure costs for their datacenters. The signatories: Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI.

March 8, 2026

The White House's Ratepayer Protection Pledge, signed by Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI, is the week's marquee policy development, but the concrete deal structures emerging around it matter most.

March 7, 2026

Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI signed Trump's Ratepayer Protection Pledge this week, committing to fund their own power generation, cover grid upgrade costs, and negotiate separate rate structures with utilities.

March 6, 2026

Google's $40 billion Texas investment through 2027, including the Wilbarger campus with AES clean power, takes a different approach: third-party generation rather than nuclear co-location.

March 5, 2026

AES carries 11.8 GW in signed hyperscaler agreements, including a 20-year, 850 MW Google PPA with colocated renewables in Wilbarger County, Texas, 650 MW of solar committed to Meta across Texas and Kansas, and 475 MW across three Microsoft PPAs.

March 4, 2026

The White House formalized a "Ratepayer Protection Pledge" with Amazon, Google, Meta, Microsoft, and other major tech firms, committing hyperscalers to build, own, or procure their own power supply rather than lean on residential ratepayers for grid upgrade costs.

March 2, 2026

Google announced a data center agreement with rural Wilbarger County, co-located with power generator AES and using air-cooling technology to eliminate operational water consumption.

March 1, 2026

Iowa's Linn County drafted one of the nation's most detailed local datacenter zoning ordinances, requiring pre-approval water studies, 1,000-foot residential setbacks, and community betterment fund contributions before Google can build its six-building campus in Palo.

February 28, 2026

Google is assembling nearly 2 gigawatts of dedicated datacenter power across Texas, Minnesota, and Nevada through custom utility tariffs and a landmark 20-year PPA with AES for a new Texas facility coming online in 2027.

February 27, 2026

Google is executing a multi-state power strategy that treats each market differently.

February 26, 2026

Google acquired Intersect, now controlling roughly 10.8 GW of solar, storage, and gas capacity.

February 25, 2026

Google and AES have locked a 20-year co-located power deal for a new data center campus in Wilbarger County, Texas, with AES owning all generation assets and providing powered land, interconnection, and energy management.

February 24, 2026

Google's new Wilbarger County deal with AES exemplifies this model: air-cooled, co-located with AES-developed generation, construction-ready with land and interconnection already under contract.

February 20, 2026

SB Energy already operates a 5-GW-plus portfolio including the 900-MW Orion Solar Belt serving Google's Midlothian datacenter in Milam County, and in January 2026 signed a 1.2-GW datacenter lease with OpenAI as part of the Stargate initiative.

February 18, 2026

Google's 150 MW Geothermal Play in Nevada Tests a Ratepayer-Protection Model Worth

February 12, 2026

Google is making massive Texas bets on both the power and compute sides, with a 1 GW, 15-year solar PPA from TotalEnergies and reported talks with developer Bolt to anchor a large datacenter project in West Texas.

February 11, 2026

TotalEnergies signed 1 GW of solar PPAs with Google for Texas datacenters and Soluna began energizing an 83 MW wind-powered facility in the state.

February 10, 2026

Clearway Energy Group is building gigawatt-scale BTM campuses for hyperscalers like Google and Microsoft, with SVP Valerie Wooley calling them a "bridge" while interconnection queues clear.

February 9, 2026

Google's Partha Ranganathan pushed back on "sensationalized" AI energy narratives, citing custom TPUs, liquid cooling, and AI-optimized operations including a claimed 10x efficiency gain in AI search summaries over one year.