Google has agreed to buy up to 3,590 megawatts of future electricity from Constellation Energy under a 20 year power purchase agreement. The deal includes nearly a gigawatt of new nuclear capacity that will come from upgrading existing reactors rather than building new ones.
Constellation said it will spend about $4.3 billion to carry out the work. The upgrades target turbines, steam generators and digital control systems at at least 11 nuclear plants located in Illinois, Pennsylvania and New Jersey. This process, known as uprating, is expected to add 890 megawatts of capacity. Constellation plans to have its first uprated reactor online by 2028.
The remaining 2,700 megawatts covered by the agreement will come from other sources that Constellation has not yet specified. Google said it needs this power to keep its data centers running as it spends up to $205 billion this year on servers, GPUs and related infrastructure.
The move mirrors similar steps taken by other large tech firms. Microsoft has also partnered with Constellation to restart the Three Mile Island Unit 1 reactor, which could return to service as early as next year. Meta is working with Constellation to preserve a nuclear plant in Illinois and has said its nuclear and clean energy commitments now total 6.6 gigawatts, although that figure depends on the successful deployment of small modular reactors, a technology that has not yet been deployed at scale.
Industry analysts note that securing reliable, low‑carbon electricity is becoming a limiting factor for the expansion of AI workloads. By locking in long‑term nuclear supply, Google aims to hedge against potential shortages or price spikes that could affect its cloud services.
The agreement does not involve any direct ownership of the plants. Google will simply purchase the electricity produced. Constellation will retain responsibility for operating and maintaining the facilities after the upgrades are completed.
Both companies framed the deal as a step toward meeting climate goals while supporting the growing demand for compute power. The contract runs for two decades, providing a stable revenue stream for Constellation and a predictable power cost for Google.
ADFiled by The AI Desk
Models, assistants and the companies and chips behind them, reported from what was released and what was claimed, with the difference kept clear.
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