The agreement includes 890 MW from upgraded nuclear units and another 2.7 GW of supply to the PJM grid; Constellation plans to invest more than $4.3 billion in its fleet.
Google has contracted Constellation Energy for a total of 3,590 megawatts of electricity in the PJM grid. About a quarter of the supply is expected to come from additional nuclear generation. The companies said Constellation would invest more than $4.3 billion to expand its generating fleet.
Under a 20-year power purchase agreement, Google will receive 890 MW from several Constellation nuclear plants. The existing reactors will be upgraded to produce more electricity, with the first additional output expected in 2028. A separate 15-year agreement covers another 2,700 MW of power, which is not tied to a specific generation source.
The deal comes as electricity demand from data centres rises. Technology companies are seeking long-term power supplies, while Constellation previously agreed to restart its Three Mile Island plant in Pennsylvania to serve Microsoft data centres. Google also contracted in 2024 to restart a nuclear plant in Iowa.
Eleven reactor units slated for upgrades under the new agreement are in Illinois, Pennsylvania and New Jersey. The Hindu reported that electricity demand helped push PJM capacity prices to more than 11 times their 2024 level. The grid operator has proposed requiring large consumers, including data centres, to bring some of their own power and accept possible curtailment during peak demand.
The companies also announced a framework for potential projects elsewhere in the United States involving generation, battery storage and demand response. Google said it wanted to support growth with reliable, lower-carbon power, while Constellation described the deal as a model for cooperation between technology companies and the energy industry.