Key facts
- Google contracted for 3,590 MW of power from Constellation Energy.
- The deal involves over $4.3 billion in new investment by Constellation.
- 890 MW will come from upgraded nuclear power plants, with deliveries starting in 2028.
- An additional 2,700 MW is for general power supply in PJM.
- Constellation is the largest US nuclear power plant operator.
Google has entered into a significant power purchase agreement with Constellation Energy, securing 3,590 megawatts of electricity supply, with about a quarter of that coming from new nuclear capacity. The deal, announced Tuesday, is expected to drive more than $4.3 billion in new investment by Constellation, including upgrades to several of its nuclear reactors in the Midwest and Mid-Atlantic regions.
This arrangement is part of a broader trend where major technology companies are seeking massive electricity supplies to power their data centers by striking large-scale deals with power providers. Google's agreement includes a 20-year power purchase agreement for 890 megawatts from Constellation-owned nuclear plants, which will be upgraded to increase output from existing reactors. Deliveries from these upgraded plants are anticipated to begin in 2028.
Additionally, Google has secured a long-term supply agreement for another 2,700 megawatts of power from Constellation within the PJM grid. This portion of the deal is not tied to a specific generation source and provides revenue certainty for Constellation's operating plants. Constellation, based in Maryland, is the largest nuclear power plant operator in the U.S. and also operates natural-gas-fired power plants.
The deal between Google and Constellation is partly a response to a proposal by PJM Interconnection, the operator of the 13-state grid, which suggests that data center customers may need to provide their own power during peak demand times or face being disconnected. Google's global head of energy and power, Amanda Peterson Corio, stated the company is committed to meeting its growth responsibly by investing in clean, reliable power that adds new capacity to the grid.