The Partnership secures natural gas agreements with Oracle, Fermi America and Entergy to fuel AI-driven data centers

As the AI revolution accelerates, Energy Transfer is rising to meet the demand. In a span of just two months, the Partnership announced three strategic agreements that solidify its position as a premier provider of natural gas for AI-driven data centers.

Together, these landmark agreements highlight Energy Transfer’s unique position at the crossroads of energy and technology. By delivering reliable natural gas to power the next generation of AI infrastructure, Energy Transfer is not only fueling innovation but also strengthening America’s economic foundation in a rapidly evolving digital era.

Expanding the Data Center Footprint

In October, Energy Transfer announced a 10-year agreement with Fermi America to exclusively provide an initial gas supply of approximately 300,000 MMBtus per day to Fermi’s HyperGrid™ AI campus located outside Amarillo, Texas. The project is described as the world’s largest “behind-the-meter” AI private grid campus.

Momentum continued in November with the announcement of a massive long-term agreement with Oracle. Energy Transfer will supply natural gas to three of the cloud giant’s U.S. data center sites, two of which are in Texas. Under the agreement, Energy Transfer will deliver approximately 900,000 Mcf per day of natural gas sourced from its extensive intrastate pipeline network.

Also in November, Energy Transfer entered into a 20-year binding agreement with Entergy Louisiana to provide 250,000 MMBtus per day of firm transportation service via its Tiger Pipeline to fuel Entergy’s power plants in North Louisiana. Entergy’s power plants support critical projects like Meta’s upcoming hyperscale AI data center in Richland Parish.

Energy Transfer’s data center push began earlier this year when it entered into a long-term agreement with CloudBurst Data Centers. That agreement calls for Energy Transfer’s Oasis Pipeline to provide up to 450,000 MMBtu per day of firm natural gas supply to CloudBurst’s Next-Gen Data Center campus near San Marcos, Texas.

Co-CEOs Mackie McCrea and Tom Long underscored the Partnership’s optimism and strategic advantage during Energy Transfer’s third-quarter 2025 earnings call:

“We couldn’t be more upbeat about where we sit today with data centers throughout the country, but especially in Texas, because of our ability to perform and provide reliable gas service. We’re very excited for the future and we expect data centers and power plants to be part of our growth for many years.” – Mackie McCrea, Co-CEO, Energy Transfer

“These opportunities continue to show how extensive our interstate pipeline network is throughout the country and how fortunate we are to have so many of them near our pipeline assets.” – Tom Long, Co-CEO, Energy Transfer