ETR · Earnings call · 2026Q3T · Full report

Google Data Center Expansion

ENTERGY CORP /DE/ · 2026-11-02 · Importance 46 · Surprise 42

Entergy Arkansas amended its service agreement with Google for expansion of the West Memphis campus, with Google covering the new investment and its share of system costs under Entergy’s Fair Share Plus and ratepayer protection pledges. The expansion is expected to increase customer bill savings by at least $500 million in Arkansas and bring savings to at least $7.5 billion across Entergy’s utility companies. Entergy Arkansas filed for approval of the contract, $600 million of battery-storage investment, and a power purchase agreement for Big Island Solar; the expansion is expected to begin ramping in 2028, pending commission approval targeted for the first half of 2026.