By Simply Wall St
Publication Date: 2026-10-08 04:55:00
- Black Hills Corp. previously disclosed that it signed definitive agreements to supply Google’s planned Cheyenne, Wyoming data center with long term energy service through 2048, supported by US$1.8b of planned natural gas generation and management of 2.1 gigawatts of third party contracted resources.
- The arrangement ties regulated utility infrastructure directly to hyperscale computing demand, giving Black Hills a single customer project that, based on the company’s projections, is expected to contribute to earnings from 2027 and reach about US$150 million of net income in 2030.
- We will now examine how this long dated Google data center supply deal could reshape Black Hills’ investment narrative and earnings mix.
Scan beyond Black Hills and this Google data center agreement by sizing up other regulated utilities and energy infrastructure players in our curated 43 power grid technology and infrastructure stocks aligned with grid and data center demand.
