Constellation Signs 20-Year Deal with Google to Unlock 890 MW of New Nuclear Capacity

Google and energy producer Constellation Energy announced a series of new agreements, including a 20-year power purchase agreement (PPA) enabling investments of more than $4.3 billion, and adding 890 MW of new nuclear energy to the U.S.’ PJM grid.

The deal marks the latest in a series of deals between Constellation and major technology companies enabling the expansion of U.S. nuclear energy capacity without requiring new plants to be built, including a 20-year agreement announced last week with Amazon. Constellation’s shares surged by more than 14% on Tuesday morning following the Google announcement.

Under the new agreement, Google serve as the anchor customer for uprates, including physical and digital upgrades, at six operating nuclear plants across Illinois, Pennsylvania, and New Jersey, adding 890 MW of baseload power by the end of 2032 to the PJM grid, which spans 13 states across the industrial Mid-Atlantic and Midwestern U.S.

The companies noted that uprates, which can include projects such as modernizing and upgrading turbines, steam generators, and digital control systems at operating plants, can deliver substantial capacity gains while avoiding the multi-year timelines or interconnection bottlenecks associated with greenfield construction.

In addition to the uprate agreement, Google and Constellation also announced a new 15-year energy supply agreement for an additional 2,700 MWs in PJM’s fleet, and a 5-year technology alliance in which Constellation will deploy Google Cloud and Gemini Enterprise across its core operations to accelerate uprate planning, streamline construction, and optimize plant output.

The companies also agreed on a strategic framework to evaluate opportunities to develop new clean generation, storage and demand response across the U.S. to support Google’s growth. The framework is intended to identify potential projects, commercial structures, and policy pathways that could support additional clean technologies in the years ahead, and prioritizes near-term efforts in PJM.

Constellation President and CEO Joe Dominguez said:

“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.”

Google has significantly accelerated its clean energy purchase activity in recent years as its datacenter buildout footprint has expanded. The company’s recent Environmental Report indicated its largest ever annual increase in electricity demand, rising 37% in 2025, yet noted that Google achieved a 2% reduction in Scope 1 and 2 greenhouse gas emissions during the year, crediting its massive clean energy purchase program as a key factor in decoupling its energy use from emissions.

Despite the progress on controlling direct emissions, however, the company’s value chain emissions increased significantly during the year, and Google acknowledged in the report that its “moonshot” climate goals, including its  24/7 carbon-free energy (CFE) ambition, are becoming harder to achieve, as its AI infrastructure buildout accelerates faster than the grid is decarbonizing.

The new agreement with Constellation follows shortly after Google’s first-ever deal for a nuclear plant life extension and uprate, with the company signing a 22-year PPA in September with Finnish energy company, Fortum.

Amanda Peterson Corio, Global Head of Energy and Power at Google, said:

“We’re committed to meeting our growth responsibly by actively investing in clean, reliable power that brings new capacity to our nation’s grids. 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.”