Google Secures 3.6 Gigawatts of Nuclear Power from Constellation Energy

Google has struck a major deal with Constellation Energy to secure 3.6 gigawatts of electricity, a move aimed at powering its growing network of data centers. The agreement, announced Tuesday, includes a $4.3 billion investment by Constellation to upgrade existing nuclear reactors, boosting their output. Under the 20-year power purchase agreement, Google will receive 890 megawatts from efficiency improvements at 11 nuclear units in Illinois, Pennsylvania, and New Jersey, with the first electricity expected in 2028.

The deal also covers an additional 2,700 megawatts through a long-term supply contract, providing revenue stability for Constellation's diverse energy portfolio, which includes natural-gas facilities. Constellation's stock surged about 5% in pre-market trading following the announcement. The investment is projected to sustain around 4,400 existing jobs and create 7,200 new construction positions.

Google framed the agreement as a response to evolving grid rules, particularly those proposed by PJM Interconnection, which manages the largest electric grid in the U.S. The tech giant is securing its own power supply to avoid potential disconnections during peak demand. 'We're committed to meeting our growth responsibly by actively investing in clean, reliable power,' said Amanda Peterson Corio, Google's global head of energy and power.

The initiative aligns with the federal UPRISE program, which supports public-private efforts to maximize clean electricity from existing nuclear infrastructure. Beyond the power contracts, Google and Constellation expanded their technology partnership, with Google Cloud and Gemini Enterprise developing an 'AI for energy' blueprint to optimize energy delivery and infrastructure protection.