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Google and AES Sign Agreements for Co-Located Generation and Data Center in Texas

LCG, February 24, 2026--The AES Corporation (AES) and Google today announced agreements for clean power generation that will be co-located with a new Google data center in Wilbarger County, Texas. The agreements include a 20-year Power Purchase Agreements (PPA) for co-located power generation. These coordinated energy projects and powered land will enable Google to rapidly expand its operations to meet demand for core services, while AES will expand its power generation portfolio.

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Amazon Announces Plans to Invest $12 Billion in Data Center Campuses in Louisiana

LCG, February 23, 2026--Amazon today announced plans to invest $12 billion to develop and construct state-of-the-art data center campuses in northwest Louisiana that will support cloud computing technologies. Amazon is partnering with STACK Infrastructure, the developer and owner of the campuses, to lead the construction and development of the data center facilities. Amazon has already invested in solar energy projects in Louisiana, bringing up to 200 MW of new carbon-free energy onto the grid.

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Industry News

Texas Has Power Glut for Now

LCG, May 30, 2002--Despite the cancellation of 15,000 megawatts of power resources that had been planned in Texas, the Lonestar State is heading into the summer peak season with 24 percent higher electric capacity than expected demand.

The state's overall capacity gives the state nearly twice the reserve margin considered necessary for reliability by the Electric Reliability Council of Texas. Since 1995, 16,000 megawatts of new generation has become operational, and 13,000 megawatts are under construction. 5,000 megawatts remain in development.

The building boom would have been helpful for any state, but for Texas, which has little in the way of transmission connecting it to other states, it provided self-reliance. Two small DC ties transfer up to 800 megawatts to and from the Southwest Power Pool. This means that most of the power supply will be available only to Texas customers.

Ample supplies of natural gas are attractive to developers, said Daniele Seitz, an analyst with Salomon Smith Barney, speaking to Reuters. "That attracted a lot of developers, Calpine being one of the major ones," Seitz notes. The glut has made older plants, which are less efficient, more in danger of being mothballed.

The boom in building seems to be close to tapering off. Said Seitz, "Once developers figured out that there was a lot of capacity coming on line and that it was not matched by the same kind of growth in demand, there was a very quick stoppage to that kind of (building)."

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