The Pulse
Google and Constellation Strike 20-Year Deal for 890 MW of Nuclear Power
Google and Constellation Energy signed a 20-year agreement to add 890 megawatts of nuclear capacity to the PJM grid through upgrades at 11 reactors. A separate 15-year agreement covers another 2,700 megawatts from Constellation’s existing f
AI.info Team · Written with AI ·
Google and Constellation Energy announced a 20-year power purchase agreement on October 6 to bring 890 megawatts of additional nuclear capacity onto the PJM grid, tying Google’s growing electricity needs to upgrades at 11 operating reactors. Constellation says the work will require more than $4.3 billion in investment across plants in Illinois, Pennsylvania and New Jersey. The first increase in output is expected in 2028.
The agreement funds equipment and technology upgrades intended to improve the plants’ thermal and electrical efficiency. Google will serve as the long-term buyer for the added capacity, which the companies describe as new supply for the grid—not electricity redirected from existing customers. Google’s separate account of the agreement says all 890 megawatts are expected to arrive before the end of 2032.
Two agreements cover 3,590 megawatts
The nuclear uprates are one part of a wider arrangement. Google and Constellation also signed a separate 15-year energy supply agreement covering 2,700 megawatts from Constellation’s existing PJM fleet. That electricity is distinct from the 890 megawatts the reactor upgrades are intended to add.
The distinction matters: most of the power covered by the combined agreements comes from existing generation, while the new-capacity commitment depends on completing upgrades at the 11 units. The companies did not disclose financial terms for Google’s purchases in the announcement. Constellation put its investment in the uprates at more than $4.3 billion.
Upgrades, jobs and a grid under pressure
Google says the work will sustain about 4,400 existing jobs and support approximately 7,200 construction jobs during the building period. The plants span six sites across Illinois, Pennsylvania and New Jersey. PJM serves 67 million people across 13 states, according to Google’s account of the deal.
“We’re committed to meeting our growth responsibly by actively investing in clean, reliable power that brings new capacity to our nation's grids,” said Amanda Peterson Corio, Google’s global head of energy and power. She said the agreement is intended to strengthen PJM while supporting energy affordability and local union jobs.
For Constellation, the deal combines a buyer for added output with a longer-term commitment to existing generation. “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 while keeping costs affordable for homes and businesses,” said Joe Dominguez, the company’s chairman, president and CEO.
Google adds software to the power partnership
The companies also expanded a technology agreement for five years. Constellation plans to use Google Cloud and Gemini Enterprise agentic workflows in operations including uprate planning, construction coordination, plant-output optimization and infrastructure security. Google says the work aims to shorten planning and engineering tasks and help plants deliver more power.
The announcement places the software effort alongside the physical investment: AI tools may assist project planning and operations, but the promised 890 megawatts depend on equipment upgrades at nuclear units. Google’s account says the agreement supports its data-center growth, while the companies frame the additional capacity as a benefit for the broader PJM grid. The first planned increase is due in 2028; the full 890 megawatts are expected by the end of 2032.