Google Signs 3,590-Megawatt Power Deal With Constellation Energy, Its Largest in the U.S. Grid

Google has entered into a power purchase agreement with Constellation Energy covering 3,590 megawatts of electricity across the U.S.'s largest power grid, with new nuclear capacity accounting for roughly a quarter of the total supply, the companies announced Tuesday.

The deal is structured in two parts. Google signed a 20-year power purchase agreement for 890 megawatts of electricity drawn from multiple Constellation-owned nuclear plants, which will undergo upgrades to expand their output. A separate long-term supply agreement covers an additional 2,700 megawatts from Constellation within the PJM Interconnection grid — power not tied to a specific generation source, which Constellation described as providing long-term revenue certainty for its operating plants.

Together, the arrangements are expected to enable more than $4.3 billion in new investment by Constellation. Electricity from the first of the upgraded nuclear facilities is expected to flow in 2028, the companies said.

The 11 nuclear units targeted for upgrades are located in Illinois, Pennsylvania, and New Jersey — all within the PJM Interconnection footprint, the 13-state grid that serves much of the mid-Atlantic and Midwest.

"We're committed to meeting our growth responsibly by actively investing in clean, reliable power that brings new capacity to our nation's grids," said Amanda Peterson Corio, Google's global head of energy and power, in a statement.

The agreement is partly a response to a PJM management proposal that would require data center customers connected to the grid to either supply their own power or face remote disconnection during periods of peak demand, the companies said.

Maryland-based Constellation is the largest nuclear power plant operator in the United States and also owns a significant fleet of natural-gas-fired generating assets.

The deal reflects an accelerating pattern among major technology companies to lock in large, long-term electricity supplies as demand from data centers surges. Constellation previously struck an agreement to restart its Three Mile Island reactor in Pennsylvania to serve Microsoft data centers. Google separately contracted to restart a NextEra Energy nuclear plant in Iowa — a deal that predates Tuesday's announcement.

The latest agreement is the largest Google has signed within a single U.S. power grid, underlining how the race to secure reliable electricity has moved from individual site-level negotiations to portfolio-scale arrangements that reshape utility investment plans.

For Constellation, the scale of committed capacity — and the billions in associated capital expenditure — signals that nuclear uprates, long considered economically marginal, are becoming a core growth strategy as hyperscalers compete for carbon-free baseload power.

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