Google and Constellation to Invest $4.3 Billion in Nuclear Grid Expansion

Google and Constellation Energy have signed a 20-year deal backed by a $4.3 billion investment to boost the PJM Interconnection grid with 890 MW of additional nuclear capacity. The agreement focuses on upgrading existing nuclear facilities rather than building new ones, with improvements expected to include turbines, steam generators, and digital control systems. The first phase of the project is set to begin delivering extra power by 2028.

The deal aligns with Google’s strategy to ensure reliable electricity supply for its growing operations while avoiding cost shifts to residential customers. It also supports the PJM grid, which serves 67 million people in the Mid-Atlantic and Midwest, where demand is rising due to industrial electrification and data centers. Constellation will invest in upgrades across 11 nuclear units in Illinois, Pennsylvania, and New Jersey, sustaining around 4,400 jobs and creating 7,200 construction jobs.

Beyond the nuclear upgrades, Google and Constellation have entered a separate 15-year agreement for 2,700 MW of existing nuclear generation. The partnership also includes a five-year technology alliance using Google Cloud and Gemini Enterprise to optimize energy production, asset management, and cybersecurity. This collaboration aims to accelerate new power capacity, improve plant efficiency, and protect critical infrastructure.

The initiative supports federal programs like UPRISE, which promotes public-private investment in U.S. nuclear infrastructure. Constellation, the largest U.S. nuclear operator, sees this as a model for future clean energy collaborations between tech companies and the energy sector.