ENGIE North America has signed renewable energy supply agreements to support Oracle's expanding operations in Texas, a deal that underscores the growing push by major technology companies to secure large-scale clean power for their AI and cloud infrastructure. The agreements will provide up to 568 megawatts of renewable electricity sourced from a portfolio of wind energy resources serving the Electric Reliability Council of Texas market, helping Oracle meet its energy needs as demand for computing capacity continues to surge across the state.
The arrangement builds on ENGIE's broader effort to deliver reliable, affordable and scalable energy solutions to large commercial and industrial customers. Over the past six years, the company has grown to approximately 12 gigawatts of new renewable generation and battery storage capacity across North America, bringing substantial new supply to the grid while offering customers tailored energy options. The agreements draw on ENGIE's capabilities as a renewable energy developer, owner, operator and supplier, combining owned generation assets with market expertise to support customer growth.
"Our customers are looking for reliable, scalable energy solutions that can support long-term growth," said Anne-Laure Chassanite, Interim CEO of ENGIE North America. "ENGIE has invested heavily in developing new generation resources across North America, and we're pleased to support Oracle as it continues to expand its operations in Texas. These agreements reflect the strength of our portfolio and our ability to deliver customized energy solutions that help customers meet their business objectives."
Oracle framed the deal as part of a responsible approach to powering its growing AI and cloud operations in Texas. Julia Robin, Head of Infrastructure Planning and Sourcing for Oracle Cloud Infrastructure, said the company is investing in carbon-free electricity without shifting costs to consumers. She noted that the agreements advance Oracle's goal to match 100 percent of its AI data center electricity use with carbon-free electricity by 2035, while supporting long-term economic growth with no cost impact to the state of Texas.
The deal highlights a broader trend in which technology companies are increasingly contracting directly with energy providers to secure power for data centers and AI workloads, as electricity demand rises rapidly in key markets. Chassanite said customers like Oracle are planning for long-term growth in markets where electricity demand is increasing quickly, and that ENGIE's role is to help make that growth possible by bringing forward practical energy solutions backed by real assets and market experience.
ENGIE North America, based in Houston, develops, owns and operates renewable power, battery storage, flexible generation and energy infrastructure solutions for businesses and communities across the United States and Canada. The company has approximately 12 gigawatts of power generation in operation or under construction across North America, representing $11 billion of capital employed. It is part of ENGIE, a global energy company with 98,000 employees across 30 countries and a leading provider of long-term renewable energy solutions for corporate customers. ENGIE is publicly traded on the Paris and Brussels stock exchanges.
