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The crowd of capitalizing around the AI has led the technology agencies to extend their data center’s footprints dramatically. It was good news for companies like Nvidia, but it has led to unprecedented growth in the power industry.
New and expanded data centers are expected The demand for electricity in the sector is doubled By 2029, in accordance with the JLL. As a result, developers and technology companies are working extra time to lock the capacity. Nuclear and natural gas has increased from predicted demand, but some technologies have benefited from the nearest time like solar.
Although solar power experts call intermediate – it will not produce it if the sun does not shine – the enthusiasm is so important that companies are making big deal at a rapid pace.
Unlike advanced nuclear reactors, which have not yet been deployed on a commercial scale, solar power proven technology. And opposite the new natural gas power plants, which take years in planning and construction, is the average completion time of a new solar farm About 18 monthsThe Also, it is one of the lowest price sources of new production capacity.
From the beginning of 2025, technology companies and data center operators have supported 12 solar deals, which added 100 MW to each grid.
January
Meta starts the year with a 200-Megawat Solar Agreement Including multinational electrical utility engineer. The purchase goes to a solar farm near one of the existing data centers of the Texas company. During the agreement, Meta’s renewable portfolio already had 12 GHz production capacity.
Later in January, Stargate AI Partnership between Openi, Oracle and Softbank Group was reported by Bloomberg Driven, at least some part, by solarThe SB Energy, which is part of the portfolio of the softbank, is expected to develop solar installations supported by the grid-scale battery.
The month with the meta has closed the month Another huge solar contractIt is with the Spanish renewable developer jailstra. The deal was 595 MW capacity.
February
Meta continued its trend in February, by investing in a 505-Megawat Solar Project Cyprus is developing a huge installation in Coleman County in Texas, with a huge installation in Texas – about 150 miles north -west of Austin.
Microsoft also entered the fight in February. The company is a buyer of renewable energy to strengthen its activities for a long time and More than 389 MW has been added EDP is solar in an agreement with renewable North America. The agreement has three separate solar farms, two Illinois and one Texas. Purchases have helped Microsoft be at the top of its commitment to strengthen its activity using zero carbon power.
Amazon Have also purchased a largeSupporting a hybrid project on the Iberian Peninsula includes air, solar and pumped-hydroelectric storage. The agreement included a total of 476 MW, of which 212 MW is solar.
Outside the United States, data center operators are also investing in solar. In India, CTRLS has created its own 125-Meagawat facility Two stages, whose first half ended in early February in June 2024. In South America, Telecom Argentina agreed to buy electricity from one 130-Megawat solar farm MSU developed by Green Energy.
March
Microsoft has added three more solar development in March, Again to concentrate toward midwestThe The projects are broad to Illinois, Michigan and Missouri and are being developed by AS. Together, they will supply Microsoft with 475 MW capacity, it will add enough 34-gigawat portfolio.
Cisco got in the game with a 100-Megawat Agreement With X-Elio, the solar developer owned by Brookfield, a resource director Big bet On renewable. Electricity purchase contracts show Cisco’s ability to purchase from two separate Texas solar projects.
Meta added more than 200 MW solar to its portfolio in March An agreement with RWEThe The solar farm will be built just south -east of Austin.
In Italy, the Data Center Operator has signed the data 4 10 years of contract To buy electricity from a 148-megawat solar farm in the northwest of Rome with Utility Edison Energia.
Perhaps further deals
Technology companies are apparently expanding to maintain the data centers as a contest to add AI to each product and potential market. This growth requires energy, and a few technologies are located as a solar power.
Utility-scale solar already The cheap one The forms of new production power without subsidy calculations, reduce everything except coastal air. It can also be commissioned quickly and phased to deploy it, allowing the data centers to draw electricity before the entire project is completed.
These qualities are combined to provide a near-term facility to the solar, with large technology companies and data centers developers. This is a tendency that is likely to continue.