Core Insights - TotalEnergies has signed a 15-year renewable power supply agreement with Google to provide renewable energy for Google's AI data center in Ohio, highlighting the increasing demand for clean energy in the AI era [1][2] - The agreement involves supplying 1.5 TWh of certified renewable electricity from TotalEnergies' Montpelier solar power plant, which is set to connect to the PJM grid [1] - The partnership supports Google's strategy to introduce new, renewable, and carbon-free energy into the grid system [1] Group 1: Energy Demand and AI - The energy demand from AI data centers is expected to surge, with the International Energy Agency predicting that global data center electricity demand will more than double by 2030, reaching approximately 945 TWh [3] - AI applications are projected to be the primary driver of this growth, with electricity demand for AI-focused data centers expected to increase fourfold by 2030 [3] - Clean energy supply, particularly solar and wind power, is becoming increasingly important for large data centers like Google and Microsoft due to the global trend towards decarbonization [3] Group 2: Google's Cloud and AI Investments - Google's Q3 2025 earnings report indicates a significant increase in capital expenditures to $91-93 billion, focusing on AI-related infrastructure investments [4] - Google Cloud's revenue surged by 34% year-over-year to $15.2 billion, driven by AI computing infrastructure and generative AI solutions [4] - The backlog of Google Cloud orders, including AI computing orders, increased by 46% to $155 billion, indicating a strong demand for AI data center capacity in the coming years [4]