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Power · Evidence brief

DTE signs 1 GW Google data-center power agreement

DTE Energy + Google

Primary sourceSEC summary2026-07-28
Deal structureLong-term data-center electric-service and clean-capacity agreement
GeographyDTE Electric service territory, Michigan, United States
Infrastructure layersPower + data centers + hyperscalers
Disclosed scaleExecuted 1 GW Google data-center agreement submitted to the Michigan Public Service Commission; part of 2.4 GW of executed DTE hyperscale agreements alongside the approved 1.4 GW Oracle contract

Why it matters

The strategic read

Adds a second named hyperscaler to DTE's contracted Michigan data-center load and moves another gigawatt from pipeline discussion into an executed utility agreement. DTE expects the Google load to fully ramp by the end of 2028 and says the contract is supported by renewables, storage, demand response and longer-term generation, making the grid buildout behind AI demand visible before the specific campus is publicly identified.

Source-supported terms

What was disclosed

  1. 01

    DTE disclosed an executed 1 GW data-center agreement with Google in its SEC-filed Q2 2026 presentation.

  2. 02

    The Google agreement has been submitted to the Michigan Public Service Commission for approval.

  3. 03

    DTE now has 2.4 GW of executed data-center agreements: 1.4 GW with Oracle and 1 GW with Google.

  4. 04

    DTE expects Google's contracted demand to fully ramp by the end of 2028.

  5. 05

    The preliminary support plan includes up to 1.6 GW of renewable generation, 480 MW of energy storage, 350 MW of demand response and approximately 700 MW of longer-term generation.

  6. 06

    DTE said the Google agreement could provide approximately $1.7B of affordability benefits for existing customers over the life of the contract.

  7. 07

    The presentation separately identifies advanced discussions for approximately 2 GW of additional hyperscale load and another 3 GW to 4 GW of pipeline opportunities; those prospective loads are not treated as executed.

Disclosure boundary

What is known—and what is not

DTE's SEC-filed presentation confirms an executed 1 GW Google data-center agreement, regulatory submission, expected load-ramp timing, customer-protection framework and preliminary resource plan. The agreement remains subject to Michigan Public Service Commission approval. Public materials do not identify the Google campus, contract term, tariff and minimum-charge details, final generation portfolio, project-level capital allocation, construction schedule, interconnection design, counterparties for new generation or remedies if the load ramp changes.