🚨TotalEnergies locks in AI-driven power demand
#TotalEnergies signed two long-term solar PPAs with
#Google to supply its
#Texas data centres.
Key points:
1 GW of solar capacity
~28 TWh of power over 15 years
2 Texas projects, construction starting Q2
AI is turning data centres into anchor customers for long-dated, utility-scale power.
Oil majors with renewables and land are moving fast to capture it.
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