Google Secures Multi-Decade Nuclear Power Deal with Constellation Energy

Alphabet’s Google has entered a long-term partnership with Constellation Energy Corp. that will supply 3,590 MW of electricity to Google’s data-center operations. The agreement comprises a 20-year contract for 890 MW of new nuclear capacity generated by efficiency upgrades at 11 existing reactors in Illinois, Pennsylvania and New Jersey, and a separate 15-year supply deal for 2,700 MW from Constellation’s existing fleet. Constellation will invest more than $4.3 billion in the upgrades, with the first additional output slated for delivery in 2028.

UtilityDive

The artificial-intelligence boom has driven hyperscalers to lock in firm, round-the-clock power. PJM Interconnection, the nation’s largest grid, has proposed a “bring-your-own-power” rule that would force large data-center customers to secure their own supply during peak periods. Google’s deal is a direct response to that proposal and follows similar nuclear agreements announced by Amazon, Microsoft and Meta over the past two years.

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• Total contracted power: 3,590 MW (890 MW new nuclear + 2,700 MW existing).

Google and Constellation Energy Sign $4.3B Deal to Add 890 MW of Nuclear Power for AI

• Investment: > $4.3 billion from Constellation to upgrade 11 reactors.

Google and Constellation Lock In 890 MW of New Nuclear for PJM

• Job impact: Approximately 7,200 construction jobs and 4,400 ongoing union positions are expected to be sustained.

UtilityDive

• Timeline: First upgraded capacity online in 2028; the agreement runs for two decades for the new nuclear portion.

The Straits Times

• Market reaction: Constellation shares rose about 12 % in pre-market trading and nearly 14 % in morning trading after the announcement.

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Both parties framed the partnership as a model for private-sector collaboration that delivers grid-wide benefits while supporting the AI compute surge.

Google and Constellation Energy Sign $4.3B Deal to Add 890 MW of Nuclear Power for AI

• “We're committed to meeting our growth responsibly by actively investing in clean, reliable power that brings new capacity to our nation's grids,” — Amanda Peterson Corio

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• “Preserving and expanding the output of the existing nuclear fleet and developing new clean generation is critical to meeting our nation's growing energy needs,” — Constellation Chairman, President and CEO Joe Dominguez

UtilityDive

Sources differ on the overall financial magnitude of the deal. Earlier reporting described the arrangement as a near-$1 billion multi-year purchase, while later disclosures cite a $4.5 billion contract that funds the $4.3 billion upgrade program. Both figures appear in reputable outlets, but the companies have not clarified the discrepancy.

UtilityDive

Similarly, the total capacity figure varies across reports. Some articles list the deal as 3,590 MW of power, breaking it into 890 MW of new nuclear and 2,700 MW of existing generation; other pieces focus solely on the 890 MW nuclear component without mentioning the broader supply agreement. The precise locations and scale of the upgraded reactors were also noted as “not determined” in early statements.

Google and Constellation Lock In 890 MW of New Nuclear for PJM

The first upgraded reactors are expected to begin delivering power in 2028, providing a steady carbon-free supply for Google’s AI data centers. PJM’s “bring-your-own-power” rule remains under discussion, and the agreement could set a precedent for additional hyperscaler-energy contracts as grid capacity constraints intensify.

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