On December 16, 2025, Google signed two energy deals that reveal more about the future of AI infrastructure than any product launch.
In India, it agreed with ReNew to enable a 150-megawatt solar project in Rajasthan, purchasing the project’s energy attributes under a long-term arrangement. In Malaysia, it signed a 21-year power purchase agreement with TotalEnergies to supply its data centres with 1 terawatt-hour of renewable electricity from a solar plant in Kedah.
Looked at separately, the deals appear routine. Taken together, they signal something more strategic: Google is securing the right to expand in markets where electricity,
