Google has contracted for 3,590 megawatts of electricity from Constellation Energy in the PJM grid, including 890 MW of new nuclear capacity produced by upgrading existing reactors. Constellation plans to invest more than $4.3 billion in the work, with the first increase in output expected by 2028.
The new capacity is covered by a 20-year power purchase agreement. Eleven nuclear units at six sites in Illinois, Pennsylvania and New Jersey will receive upgrades, increasing the electricity they can generate without building additional reactors.
A separate 15-year agreement covers 2,700 MW from Constellation’s operating fleet. Google said that supply is not tied to a particular generation source. Constellation, the largest U.S. nuclear operator, also owns a substantial fleet of gas-fired power plants.
New nuclear output accounts for about a quarter of the total capacity contracted. The remaining supply agreement provides revenue certainty for existing plants serving PJM, rather than adding another 2,700 MW to the grid. The $4.3 billion figure describes Constellation’s planned investment, not a disclosed purchase price paid by Google.
The companies describe the arrangement as a response to PJM’s proposal for large electricity users to bring new power supply alongside their demand. The agreement also includes measures to reduce non-critical electricity consumption when the grid is under stress.
PJM’s separate reliability backstop procurement was delayed after federal regulators questioned how its costs would be allocated. The Federal Energy Regulatory Commission suspended that proposal for five months in a September 29 order. A voluntary effort to match large customers with new generation is continuing.
Google has also contracted for nuclear power outside the United States. Its 22-year agreement with Finland’s Fortum starts in 2028 and supports the continued operation of the Loviisa plant. That contract accompanied plans to invest 13 billion euros in Finnish data centers and related infrastructure during 2027 and 2028. Fortum said the agreement would support investment allowing another 10 MW of output beyond upgrades already planned for the plant.
In the United States, Google previously agreed to buy power from NextEra Energy’s planned nuclear restart in Iowa. Constellation has a separate agreement to restart its Three Mile Island reactor in Pennsylvania to supply Microsoft data centers.
The new partnership also includes a five-year technology agreement. Constellation plans to use Google Cloud and Gemini Enterprise for site selection, power-flow modeling, permitting and interconnection work, alongside equipment monitoring and outage management. The companies also plan work on securing the operational networks used to run energy infrastructure.
Sources: Constellation Energy, Reuters
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By the Control Plane Editorial Team