Published Oct. 6, 2026. Google and Constellation Energy have announced long-term agreements covering 3,590 megawatts of electricity in the PJM market, including a 20-year power purchase agreement designed to add 890 megawatts of new output at existing nuclear plants.
The companies said the arrangement will support more than $4.3 billion in investment across 11 nuclear units in Illinois, Pennsylvania and New Jersey. The first added capacity is expected in 2028.
What the agreements cover
The companies’ Oct. 6 announcement separates the arrangement into two major pieces:
- A 20-year agreement for 890 megawatts of incremental nuclear generation created through equipment and efficiency upgrades at operating plants.
- A 15-year supply agreement covering another 2,700 megawatts from Constellation’s PJM fleet.
Constellation said the work would sustain about 4,400 existing jobs and create approximately 7,200 construction jobs during the upgrade period. Those figures are company estimates, not independently audited employment totals.
Why Google wants more power
Electricity demand from data centers has become a major planning issue for PJM, the grid operator serving all or parts of 13 states and the District of Columbia. Google framed the deal as a way to bring additional supply to the grid as its computing needs grow, rather than simply competing for existing electricity.
Reuters reported Oct. 6 that the full 3,590-megawatt package is one of the largest recent power-procurement arrangements tied to U.S. data-center growth.
The companies also expanded their technology relationship. Constellation plans to use Google Cloud and Gemini Enterprise in work involving grid planning, plant operations and critical-infrastructure protection. Those applications remain planned deployments, and the announcement does not establish how much they will reduce costs or improve performance.
What happens next
The nuclear portion relies on uprates—modernizations that increase output from existing reactors—rather than construction of a new nuclear station. Individual projects will still have to move through applicable engineering, regulatory and grid processes.
Financial terms were not disclosed. The announcement also does not say that all 3,590 megawatts will go directly to a single Google facility; the agreements are structured within the broader PJM market.
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Featured image: Photo by Lukáš Lehotský on Unsplash. Image is illustrative.