Pull to refresh
Logo
Google signs 20-year nuclear power deal with Constellation Energy

Google signs 20-year nuclear power deal with Constellation Energy

Money Moves

890 MW of new capacity from upgrades at 11 existing reactors, plus 2,700 MW supply agreement on the PJM grid

Today: Google and Constellation announce 3.6 GW power deal

Overview

Updated 1 hour ago

Google signed a 20-year power purchase agreement with Constellation Energy on October 6, covering 3,590 megawatts on the PJM grid, the largest US power market. The deal includes 890 MW of new nuclear capacity from efficiency upgrades at 11 existing reactors in Illinois, Pennsylvania, and New Jersey.

Google's long-term commitment gives Constellation the revenue certainty to invest $4.3 billion in uprates. Modernized turbines, steam generators, and digital control systems squeeze more output from existing reactors. That's new capacity years faster than building a reactor from scratch, and it's a direct answer to PJM's proposal to require large data centers to bring their own power.

Why it matters

Google becomes the anchor customer for America's nuclear fleet, unlocking new capacity years faster than new reactors without raising other customers' rates.

Questions about this story

Free account needed to ask — your question is kept and asked for you right after sign-up. Answers are public.

No questions yet — be the first to ask.

Key Indicators

890 MW
New nuclear capacity from uprates
Incremental capacity from efficiency upgrades at 11 existing reactors.
$4.3B
Constellation investment
New investment in equipment and technology at 11 nuclear units.
11
Reactors to be upgraded
Constellation-owned units in Illinois, Pennsylvania, and New Jersey.
3,590 MW
Total power contracted
890 MW new nuclear capacity plus 2,700 MW supply agreement on the PJM grid.
7,200
New construction jobs
Jobs created during the building period across six nuclear sites.

Voices

Curated perspectives — historical figures and your fellow readers.

Ever wondered what historical figures would say about today's headlines?

Sign up to generate historical perspectives on this story.

People Involved

Organizations Involved

Timeline

2025 October 2026

4 events Latest: Today
Tap a bar to jump to that date
  1. Google and Constellation announce 3.6 GW power deal

    Today Agreement

    Google signs 20-year PPA for 890 MW of new nuclear capacity from uprates at 11 reactors, plus a 15-year supply agreement for 2,700 MW on the PJM grid.

  2. Bloomberg reports deal nearing

    Report

    Bloomberg News reports Google is nearing a multi-year nuclear power deal with Constellation worth $1 billion or more.

  3. Google signs Southern Co nuclear deal

    Agreement

    Google signs a deal with Southern Co to support upgrades at two nuclear plants.

  4. Google partners with NextEra on Iowa restart

    Agreement

    Google partners with NextEra Energy to restart an Iowa nuclear power plant.

Scenarios

1

First uprate delivers power by 2028

Likely Resolves by End of 2028

Discussed by: Constellation and Google in the deal announcement

The first uprate is expected to deliver power by 2028. Constellation must complete turbine, steam generator, and control system upgrades at one or more units, pass regulatory review, and connect to the PJM grid.

2

All 890 MW online by 2032

Possible Resolves by End of 2032

Discussed by: Constellation and Google in the deal announcement

All 11 units' uprates complete, delivering the full 890 MW of incremental capacity. This requires regulatory approvals, supply chain, and construction to stay on schedule across six sites.

3

PJM adopts Bring Your Own Power rules

Possible Resolves by End of 2027

Discussed by: PJM management proposal; the deal is a direct response

PJM's proposal would require data center customers to bring their own power or face remote shutoff during peak demand. If adopted and approved by the Federal Energy Regulatory Commission, it would reshape how large customers connect to the grid.

Historical Context

2 moments from history that rhyme with this story — and how they unfolded.

September 2024

Microsoft-Constellation Three Mile Island restart (2024)

Microsoft signed a 20-year power purchase agreement with Constellation to restart Three Mile Island Unit 1 in Pennsylvania, renamed the Crane Clean Energy Center. The restart is expected online in 2028.

Then

The deal established the hyperscaler-as-anchor-customer model for nuclear power.

Now

It showed tech companies would pay a premium for firm, carbon-free power, opening the door for similar deals.

Why this matters now

This Google deal extends the same model from restarting a shuttered plant to uprating operating reactors.

March 2024

Amazon-Talen nuclear data center deal (2024)

Amazon bought a nuclear-powered data center campus from Talen Energy at the Susquehanna plant in Pennsylvania, securing dedicated nuclear power for its cloud business.

Then

Amazon secured dedicated nuclear power for its cloud business.

Now

It showed data centers co-locating with nuclear plants, a model PJM's Bring Your Own Power proposal addresses.

Why this matters now

Both deals show hyperscalers seeking direct access to nuclear power, which PJM now wants to regulate.

Sources

(8)