• Google secures 100 MW of offshore wind under a 15 year PPA, linking AI driven electricity demand with long term renewable supply in Germany.
• The 960 MW He Dreiht project becomes one of Europe’s largest offshore wind developments, advancing Germany’s clean power expansion and corporate procurement market.
• Long duration PPAs continue to anchor financing certainty for developers while helping tech companies meet 24/7 carbon free energy commitments.

Offshore Wind Deal Aligns Big Tech Energy Demand With German Policy Goals

Germany’s North Sea is becoming a focal point for corporate energy procurement as Google signs a 15 year power purchase agreement with EnBW for electricity from the He Dreiht offshore wind farm. The agreement covers 100 megawatts of generation capacity within the 960 MW project, currently under construction roughly 85 kilometres northwest of the island of Borkum.

The wind farm has already reached key milestones. Installation of Vestas 15 MW turbines began last year, first power was produced in November 2025, and EnBW confirmed in January 2026 that half of the 64 turbines had been installed. Full commissioning is expected by summer 2026, positioning He Dreiht among Europe’s largest offshore wind assets entering service this decade.

For Germany, where industrial electrification and digital infrastructure are pushing electricity demand higher, long term corporate PPAs are emerging as a critical financing and governance tool. Most of He Dreiht’s output has already been contracted, with EnBW previously signing agreements with DHL Group, Evonik, and Frankfurt Airport operators.

Corporate Procurement Drives Financing Certainty For Offshore Expansion

Peter Heydecker, Member of the EnBW Board of Management for Sustainable Generation Infrastructure, emphasized: “This agreement with Google sends a strong signal for the transformation of the energy market. We are proud to support one of the world’s leading technology companies on its journey toward greater sustainability. By delivering a customized PPA solution, EnBW is making a direct contribution to the decarbonization of industry and the digital economy”. He adds: “With He Dreiht and our PPA with Google, we are demonstrating that large-scale, clean energy solutions are already a reality today. Together, we are helping to power innovation and progress with renewable energy – reliably and around the clock.”

For developers, long duration contracts reduce merchant risk and provide predictable revenue streams that support capital intensive offshore wind construction. Investors increasingly view these agreements as a bridge between corporate climate commitments and the financing structures required to scale renewable infrastructure.

The German offshore wind market is also shaped by national energy security priorities. As Europe accelerates electrification while managing geopolitical energy risks, projects such as He Dreiht reinforce domestic renewable supply while attracting international technology buyers.

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AI Growth Pushes Tech Companies Toward Direct Energy Investment

Google’s participation highlights the rapidly rising electricity demand tied to artificial intelligence and digital services. Data centres now sit at the intersection of climate strategy, infrastructure policy, and energy procurement.

Adam Elman, Director of Sustainability EMEA at Google, said: “Meeting the demand for AI infrastructure requires direct investment in the energy systems that make this technology possible. By contracting for new wind power from EnBW, we are bringing more clean energy online in Germany to power our operations, while accelerating the broader transition to a more sustainable electricity grid.”

Google aims to operate on 24/7 carbon free energy by 2030, meaning hourly electricity consumption is matched with carbon free generation on the same grid. Offshore wind offers a complementary profile to solar, providing higher output during winter months and helping stabilise renewable portfolios.

PPAs Evolve Into Strategic Tools For Industry And Energy Transition

Power purchase agreements are increasingly central to European energy governance. For corporates, they deliver price visibility in volatile power markets while enabling companies to align procurement strategies with climate targets. For developers, they unlock project bankability at a time when rising interest rates and supply chain pressures challenge renewable economics.

He Dreiht’s growing roster of corporate offtakers reflects a broader shift in the energy landscape, where technology firms, industrial players, and infrastructure operators are reshaping electricity markets through long term contracting. As AI expansion accelerates globally, deals linking digital infrastructure to offshore wind capacity are likely to become more common across Europe and beyond.

The EnBW Google agreement illustrates how climate ambition, corporate finance, and national energy policy are converging. For executives and investors, it reinforces a clear direction of travel: large scale renewable procurement is no longer a niche sustainability initiative but a core strategy for powering the digital economy while advancing Europe’s decarbonisation goals.

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