Google Strikes 3.6 GW Nuclear Power Deal With Constellation
What Happened
Google announced a 3,590 MW electricity deal with Constellation Energy, covering the PJM Interconnection grid. The agreement includes a 20-year power purchase contract for 890 MW from upgraded nuclear reactors in Illinois, Pennsylvania, and New Jersey, with delivery expected in 2028. A separate long-term supply deal covers 2,700 MW from Constellation’s existing fleet. The arrangement will unlock $4.3 billion in investment, sustain 4,400 jobs, and create about 7,200 construction jobs. The deal also expands a technology alliance, with Constellation adopting Google Cloud and Gemini Enterprise for grid optimization and cybersecurity.
Key Takeaways
Google’s deal ensures a dedicated, long-term electricity supply for its expanding U.S. data centers, directly addressing PJM’s proposed “bring your own power” rules. By funding nuclear uprates, the agreement adds new clean capacity to the grid, strengthens reliability, and supports thousands of jobs.