• 2.5 GW in new PPAs and storage agreements to support Meta’s 100 percent clean energy target and rising data center demand.
• Projects span ERCOT, SPP and MISO plus a three-way New Mexico collaboration, creating more than 2,400 construction jobs.
• Deal positions US grids for the next phase of AI-driven electricity load growth, with direct implications for infrastructure planning and corporate procurement.

A Nationwide Buildout Anchored in Digital Demand

NextEra Energy Resources and Meta have agreed to develop approximately 2.5 GW of clean energy capacity across 13 sites in the United States, one of the largest procurement rounds announced this year as hyperscale power demand accelerates. The package includes 11 power purchase agreements and two energy storage agreements that Meta will use to advance its commitment to source all operational electricity from clean energy

The bulk of the capacity will come from nine utility-scale solar projects totalling up to 2.1 GW across three major US markets: ERCOT, the Southwest Power Pool and the Midcontinent Independent System Operator. The remaining segment will be delivered through four projects in New Mexico comprising 190 MW of solar and 168 MW of battery storage in Valencia and De Baca counties.

Urvi Parekh, head of energy at Meta, said: “We are proud to continue our collaboration with NextEra Energy Resources in advancing energy infrastructure and storage solutions. The integration of 2.1 GW across ERCOT, SPP and MISO, along with more than 350 MW from the three-way collaboration with PNM in New Mexico, to support our data centre operations, demonstrate how industry cooperation can drive technological progress and strengthen America’s energy infrastructure.”

New Generation and Storage Aligned With AI-Era Electricity Needs

All 2.5 GW of projects are scheduled to come online between 2026 and 2028, a delivery window that aligns with the expansion of Meta’s US data center footprint and a surge in industry-wide AI compute requirements. Construction is expected to support up to 2,440 jobs and generate new tax revenue for host communities, according to project estimates.

NextEra Energy Resources president and CEO Brian Bolster emphasised the intersection of grid infrastructure and digital expansion. “As one of America’s largest energy infrastructure builders, NextEra Energy Resources is powering America’s technology growth with new energy infrastructure. The company has actively engaged with hyperscalers to support their data centre operations and further drive America’s leadership. We are incredibly excited to grow our collaboration with Meta, one of America’s iconic companies. These agreements demonstrate our continued commitment to bring energy solutions to help grow the American economy, drive innovation and ensure the US wins the AI race.”

The partnership builds on nearly 500 MW of operational capacity Meta already procures from NextEra. It reflects a wider industry trend in which large corporate buyers are signing multi-regional portfolios rather than one-off PPAs, enabling faster deployment, greater certainty for developers and stronger alignment with corporate decarbonisation timelines.

RELATED ARTICLE: Meta Replaces Steel, Concrete with Mass Timber for Sustainable Data Center Construction

Industry Context: New Energy Models for Hyperscalers

The Meta-NextEra collaboration arrives amid a rapid escalation in clean energy procurement by hyperscalers, driven by both climate commitments and the need to maintain cost-competitive electricity supply for power-intensive AI clusters. Google and NextEra announced an expanded collaboration earlier this year involving the joint development of several gigawatt-scale data center campuses and the associated generation capacity. The companies currently have around 3.5 GW operating or under contract.

Other buyers are also accelerating volumes. Treaty Oak Clean Energy signed long-term PPAs with Meta in October for two Louisiana projects: the 185 MW AC Beekman Solar site and the 200 MW AC Hollis Creek Solar facility. These agreements illustrate how regional grids in the Southeast, Gulf Coast and Midwest are now receiving new market signals from corporate offtakers that historically focused on the Southwest and Texas.

What Corporate Leaders Should Watch

The Meta-NextEra package reinforces a central theme for global sustainability and energy executives: large digital companies are becoming structural actors in US electricity markets. Their procurement decisions influence interconnection queues, regional clean energy deployment patterns and state-level energy planning. For investors and utilities, the scale of these agreements provides clearer demand visibility at a time when AI load projections are volatile and unevenly distributed across grids.

It also highlights the importance of pairing solar with storage capacity, particularly in regions facing congestion or steep evening demand curves. The New Mexico projects offer a template for three-way collaboration among utilities, developers and hyperscalers in locations where new data center investments require both firm clean energy and local economic benefits.

As grids across the US absorb the next wave of data infrastructure growth, the Meta-NextEra agreements preview the type of long-term corporate contracting that is likely to shape the national energy mix through the end of the decade.

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