Google has signed a massive 3,590-megawatt power agreement with Constellation Energy to secure electricity from the US’s largest power grid.
The key takeaways from the announcement include:
The Nuclear Share: Upgraded nuclear reactors will supply roughly one-quarter of the total power (~890 MW).
Massive Investment: The deal will unlock more than $4.3 billion in new investment by Constellation Energy.
Grid Upgrades: Capital will fund capacity expansions at several existing nuclear facilities located across the Midwest and Mid-Atlantic regions.
Tech giants are racing to secure massive amounts of US electricity for data centers, driving unprecedented deals with power companies.
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The core details of this energy race include:
The Nuclear Trend: Companies are funding the restart and upgrade of nuclear plants to meet massive data center power demands.
Google’s Strategy: Google signed a 20-year agreement for 890 megawatts from multiple Constellation nuclear plants, which will be upgraded for higher output.
Other Major Deals: Microsoft previously partnered with Constellation to restart Pennsylvania’s Three Mile Island, while Google also contracted to revive a NextEra Energy reactor in Iowa.
Google will begin receiving power from the first upgraded plant in 2028 as part of its massive clean energy expansion.
Key details from the latest announcement include:
The 2,700-MW Surplus: Google also signed a long-term agreement for 2,700 megawatts of generic power from Constellation within the PJM grid, providing long-term revenue certainty for Constellation’s operating fleet.
Targeted Facilities: The 11 nuclear units slated for upgrades are located across Illinois, Pennsylvania, and New Jersey, all within the PJM Interconnection grid footprint.
The Partner: Maryland-based Constellation is the largest nuclear plant operator in the US.
Google’s Stance: Amanda Peterson Corio, Google’s global head of energy and power, stated the tech giant is committed to growing responsibly by investing in clean, reliable power that adds capacity to the nation’s grids.
Google’s massive energy deal is a direct response to a proposed PJM policy that would require data centers to either bring their own power or risk being remotely shut off from the grid during peak demand times.
Key context regarding the grid policy includes:
The Ultimatum: PJM management wants data center customers across its 13-state grid to provide their own electricity resources.
Remote Shutoffs: Data centers failing to bring their own power could have their grid access cut off remotely when demand peaks.
The Strategic Fix: Google and Constellation explicitly designed their new partnership to navigate and comply with this proposed “bring your own power” framework.
