Google backs 890 MW nuclear expansion with Constellation

Google and Constellation announced an agreement on October 6 to add 890 megawatts of nuclear capacity to the PJM grid through upgrades at operating plants. Google announcement.
What the deal funds
A 20 year power purchase agreement supports equipment improvements at 11 nuclear units in Illinois, Pennsylvania and New Jersey. Constellation expects more than $4.3 billion in investment, with the first uprate due in 2028.
A separate 15 year agreement covers 2,700 MW of existing generation. Together the arrangements cover 3,590 MW, but only 890 MW represents additional capacity. The announcement describes supply for the grid rather than electricity reserved exclusively for AI training.
Where AI fits
Constellation also plans to use Google Cloud and Gemini Enterprise for planning, asset operations and infrastructure protection under a five year technology agreement. These are intended uses, not demonstrated performance results.
Illustrative turbine hall at the Donald C. Cook nuclear plant in Michigan. Photo Tom Remick via Wikimedia Commons under Creative Commons Attribution 2.5.
For related context, read our coverage of Amazon’s separate Calvert Cliffs agreement.







