Google signs a 20-year deal for 3,590 MW of Constellation nuclear power, funding 890 MW of reactor uprates
The agreement has three parts: a 20-year power purchase agreement covering 890 MW of new capacity from uprates at 11 reactors, a separate 15-year energy supply deal for 2,700 MW inside the PJM grid, and a five-year expansion of a technology partnership. Constellation will spend about $4.3B modernising turbines, steam generators and digital controls at Braidwood, Byron, LaSalle and Quad Cities in Illinois, Limerick in Pennsylvania and Salem in New Jersey, with the first added megawatts due in 2028. It is the largest hyperscaler nuclear contract to date by capacity, ahead of Meta's and Amazon's earlier Constellation agreements and Microsoft's Three Mile Island restart. The companies say the structure complies with the Ratepayer Protection Pledge, meaning the uprates add supply rather than divert existing output from the grid. For AI companies, the deal is a reminder that compute growth is now gated by firm power. Nokia's CEO said this week that data centers would be going up twice as fast without power and memory shortages; locking in gigawatts for two decades is how Google keeps Gemini training runs on schedule.
