Google Signs 890 MW Nuclear Deal

Google and Constellation Energy announced on October 6 a long-term clean energy collaboration centered on securing 890 megawatts of new nuclear capacity for AI data centers.

Rather than building new plants, the deal focuses on upgrading 11 existing nuclear units across Illinois, Pennsylvania, and New Jersey. By installing advanced turbines and digital control systems, thermal efficiency improvements will unlock additional power. Constellation is investing more than $4.3 billion in these modernizations, with the first incremental capacity expected to reach the PJM grid by 2028.

In addition to the new supply, the companies entered a 15-year agreement for 2,700 MW from Constellation’s existing fleet to ensure economic viability. As part of the partnership, Constellation will adopt Google Cloud and Gemini Enterprise to optimize grid operations. This structure addresses PJM’s “bring your own power” requirements for large loads, demonstrating how tech giants are directly funding utility infrastructure expansion to meet AI-driven energy demands.