Google data center ESA in the Upper Midwest will require 1,900 MW of new wind and solar plus long-duration storage, with Minnesota regulatory approval expected in early 2027.
SPS RFP selection adds 2,400 MW of renewables and 200 MW of natural gas generation in Texas and New Mexico, with about $6 billion of investment expected to be in service around 2030.
Xcel expects to contract an additional 4 GW of data center load by year-end 2027, including at least 1 GW by end-2026, converting its >20 GW pipeline into signed ESAs.
NextEra joint development agreement will co-develop wind, solar, storage, natural gas and interconnections for data centers, with 2 GW of solutions already underway and potential expansion.
Large Load Tariff approval in Minnesota and new filings in Colorado and Wisconsin create a repeatable framework for hyperscaler contracts, with Texas and New Mexico filings expected.
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