Key facts
- Google contracted 3,590 MW of power from Constellation Energy.
- 890 MW of the total supply will be from new nuclear energy.
- The deal covers 11 Constellation-owned nuclear units in Illinois, Pennsylvania, and New Jersey.
- Constellation will invest over $4.3 billion in its nuclear fleet.
- Electricity delivery from upgraded plants begins in 2028.
- The agreement is a 20-year power purchase agreement.
Google has secured 890 megawatts of nuclear power from Constellation Energy as part of a larger 3,590-megawatt deal, aiming to meet the escalating electricity demands of its expanding data centers and artificial intelligence operations. This agreement, spanning 20 years, will facilitate over $4.3 billion in new investments to enhance the efficiency of 11 Constellation-owned nuclear units across Illinois, Pennsylvania, and New Jersey. The first deliveries of power from the upgraded plants are anticipated in 2028.
The surge in electricity consumption by data centers, projected to double globally by 2030, is straining power grids. In response to a power shortfall and a significant increase in capacity prices, the PJM Interconnection grid, which serves 13 states and Washington D.C., has proposed requiring data center customers to secure their own power supplies. This deal between Google and Constellation is a direct response to such proposals.
This move aligns with a broader trend among major technology companies to secure stable, large-scale electricity sources. Google is also working with NextEra Energy to restart a nuclear plant in Iowa. Constellation is restarting its Three Mile Island reactor for Microsoft and has existing agreements with Amazon for 690 megawatts and Meta for 1,121 megawatts from its nuclear facilities. Data center operator Equinix has also announced deals to secure over one gigawatt of advanced nuclear power.