Google has agreed to buy power from Constellation Energy under two long-term contracts totaling 3,590 megawatts on the PJM Interconnection grid, the companies said Oct. 6. About a quarter of that, 890 MW, is new nuclear capacity that Constellation will squeeze out of reactors it already runs.
Under a 20-year power purchase agreement, Constellation will install new equipment and technology at 11 of its nuclear units across six sites in Illinois, Pennsylvania and New Jersey, raising their output. The companies said the work represents more than $4.3 billion of new investment by Constellation, with the first upgrade expected by 2028. Google said in a blog post that the projects will add the full 890 MW before the end of 2032, roughly the output of a new large reactor.
The second contract is a 15-year energy supply agreement for 2,700 MW from Constellation's existing PJM fleet. The joint release calls it a "financial structure" that keeps Constellation's operating plants delivering energy and capacity to the market. Google told CNBC that power is not tied to a specific generation source. Neither company disclosed pricing, and they did not name the reactors being upgraded.
The companies framed the deal as a direct response to PJM's "Bring Your Own Power" proposal, offering a model for big power users to add new supply as they grow, and said Google would do so without passing costs on to residential customers. The agreement also includes load-shaping and demand-response measures to cut non-critical power use during high-stress grid events.
"Our agreement with Constellation to fund nuclear reactor uprates will strengthen the PJM grid, which serves 67 million people, all while protecting energy affordability and supporting local union jobs," said Amanda Peterson Corio, Google's global head of energy and power. Constellation CEO Joe Dominguez said the deal "can serve as a model for how technology companies and the energy industry can work together."
Google said the agreement brings the new nuclear capacity it has enabled through uprates and restarts to more than 1.5 gigawatts, including its deal to restart NextEra's Duane Arnold plant in Iowa. Separately, Constellation will expand its use of Google Cloud and Gemini Enterprise under a five-year technology agreement. Sayer found no SEC filing on the deal from Constellation as of Oct. 12.
*Sources: Joint Google–Constellation release (Oct. 6, 2026); Google blog; CNBC; SEC EDGAR. Total capacity is the sum of the two agreements.*