A Differentiated Value Proposition
By structuring these tailored solutions, TotalEnergies moves beyond its role as a power supplier to become a true energy integrator. For data center operators, this translates into faster time to market and optimized procurement costs—two critical advantages in a highly competitive and fast-moving environment.
For the Company, the model is equally value-creating. By combining energy, infrastructure, and services, TotalEnergies significantly enhances the return on its investments and captures a premium on PPAs—around 10% compared to standard power sales. This premium directly reflects the added value delivered beyond electricity alone.
A Strategy Already Delivering Results
This approach is far from theoretical—it is already an industrial reality for TotalEnergies. Over the 2025–2026 period, the Company and its partners have secured 4 GW of projects directly linked to data center demand, developed either independently or through joint ventures. At maturity, these projects are expected to generate more than $250 million in annual EBITDA, confirming both the economic strength of the model and its long-term value creation potential.
© DALTON Scott - CAPA Pictures - TotalEnergies
Two flagship examples illustrate this strategy:
In Texas
TotalEnergies has signed two long-term Power Purchase Agreements (PPA) to deliver 1 GW of solar capacity – equivalent to 28 TWh of renewable electricity over 15 years – to supply Google’s data centers in Texas. But the ambition goes well beyond electricity supply: the Company is offering Google the option to build a data center in close proximity to the site, on land secured by TotalEnergies, with direct access to the grid and storage solutions. This integrated model could enable Google to accelerate its deployment and optimize its sourcing costs, while allowing TotalEnergies to maximize the value of its assets.
In Brazil
TotalEnergies, alongside Casa dos Ventos, is combining solar, wind, and hydropower to provide fully renewable 24/7 Clean Firm Power to data centers. Here again, the offering extends beyond energy, including land access, secured grid connections, and a favorable fiscal framework. The result is a highly competitive solution that accelerates the development of multi-gigawatt assets and strengthens long-term value creation.