Google and Constellation Team Up to Boost Nuclear Capacity on PJM Grid

Google and Constellation have struck a 20-year power purchase agreement (PPA) to bring 890 MW of emissions-free nuclear capacity to the PJM Interconnection grid. The deal, announced on Tuesday, will fund upgrades at 11 Constellation-owned nuclear units across Illinois, Pennsylvania, and New Jersey. The first phase of this $4.3 billion initiative, known as an uprate, is expected to be completed by 2028. This agreement ensures continued operations for an additional 2,700 MW over a 15-year period.

Constellation is financing the project, while Google will serve as the guaranteed buyer, ensuring revenue stability without taking existing assets offline. Joe Dominguez, chairman, president, and CEO of Constellation, emphasized the importance of preserving and expanding nuclear capacity to meet growing energy demands affordably. The partnership aligns with the federal UPRISE program, which promotes public-private collaboration to maximize nuclear output.

Beyond the PPA, Google will deploy its Cloud and Gemini Enterprise services as part of a five-year alliance to create an 'AI for energy' blueprint. This initiative aims to accelerate grid capacity delivery for hyperscalers and optimize asset outputs. The agreement also supports PJM’s 'Bring Your Own Power' (BYOP) proposal, addressing the grid operator’s challenge of securing sufficient generation for households, businesses, and data centers.

Google plans to invest approximately $25 billion in the PJM territory over the next two years to support AI and data center infrastructure without increasing costs for residential customers. Amanda Peterson Corio, global head of energy and power at Google, highlighted the company’s commitment to responsible growth through clean, reliable power. The deal also supports local union jobs and strengthens the grid for 67 million people.