Google and Constellation Energy to Add 890 MW of Nuclear Capacity to PJM Grid

Google and Constellation Energy have signed a landmark agreement to bring 890 megawatts (MW) of new nuclear capacity to the PJM Interconnection grid. This 20-year power purchase agreement will fund upgrades at 11 Constellation-owned nuclear units in Illinois, Pennsylvania, and New Jersey, increasing their efficiency and output. The deal is expected to sustain approximately 4,400 existing jobs and create about 7,200 new construction jobs during the building period, with Constellation investing over $4.3 billion.

In addition to the new capacity, the companies have entered into a 15-year agreement for 2,700 MW from existing assets, ensuring continued energy and capacity delivery to the PJM market. Constellation will also use Google Cloud and Gemini Enterprise to develop an "AI for Energy" blueprint aimed at optimizing grid operations, reducing costs, and improving resiliency. The first uprate is expected to be delivered by 2028.

Amanda Peterson Corio, global head of energy and power at Google, stated that the agreement aligns with Google's commitment to investing in clean, reliable power. Joe Dominguez, chairman, president, and CEO of Constellation, emphasized the importance of expanding nuclear generation to meet growing energy needs while keeping costs affordable. The initiative also supports the federal government's UPRISE program, which encourages maximizing clean electricity output from existing nuclear infrastructure.

The agreement provides a model for how major power consumers can expand new supply alongside growing operational requirements without state or federal mandates. It includes elements such as direct supply expansion, revenue certainty, demand flexibility integration, and economic community investment. The companies have also agreed to evaluate opportunities for new clean generation, storage, and demand response across the United States.