Google signs 3.6-GW power supply agreement with Constellation Energy (nuclear and natural gas baseload) covering the PJM Interconnection service area (Mid-Atlantic data-center hub).
Google has secured 3.6GW of power through a comprehensive energy agreement with Constellation Energy, combining a 20-year nuclear power purchase agreement (PPA) and a 15-year capacity agreement covering the PJM service area.
Under the nuclear PPA, Google will purchase 890MW of power, enabling Constellation to invest $4.3 billion in new equipment and technology across 11 nuclear units in Illinois, New Jersey, and Pennsylvania. The complementary 15-year agreement covers 2.7GW of energy from Constellation's assets across the broader PJM service area. That portion is not tied to any specific power plant and is structured to "ensure that Constellation's operating generation assets continue to deliver energy and capacity to the PJM market," the companies said. Constellation operates both nuclear and natural gas plants across the service area.
The nuclear investment is expected to secure 4,400 existing jobs and create 7,200 new positions during the buildout phase. "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. "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."
The PJM market spans 13 states, including data center hubs in Virginia and Pennsylvania, and is projected to see peak load growth of up to 30GW through 2030 driven largely by the AI data center expansion. Google has further secured nuclear capacity through a PPA with NextEra Energy for Iowa's 615MW Duane Arnold plant and an offtake agreement with the operators of Finland's Loviisa nuclear station.
Constellation is executing a broader strategy to meet regional demand through multiple long-term commitments. The company is pursuing the restart of Three Mile Island to serve Microsoft and concluded a 20-year PPA with Amazon for 190MW of new capacity at its nuclear facility in Maryland. Joe Dominguez, Constellation's chairman, president and CEO, stated: "This long-term clean energy collaboration with Google can serve as a model for how technology companies and the energy industry can work together to responsibly develop the digital economy and invest in our nation's energy infrastructure in a way that delivers grid-wide benefits for all, funded by private entities."