Google locks 3.6 GW Constellation deal, 890 MW from reactor uprates

Google has agreed to buy 3,590 megawatts of power from Constellation Energy, roughly a quarter of it from new nuclear capacity sourced from upgrades to existing reactors. Reuters reported the deal on October 6.

The structure is two contracts. A 20-year power purchase agreement covers 890 MW of new nuclear output, financed by upgrades to 11 Constellation-owned reactors in Illinois, Pennsylvania and New Jersey. A separate long-term supply agreement covers another 2,700 MW from Constellation's capacity inside PJM Interconnection. Electricity from the first upgraded plant is expected in 2028.

The "new" nuclear here is not a new reactor. It is uprates: new equipment and higher thermal and electrical efficiency at reactors that already exist, pulling more megawatts out of the same fleet. Constellation says the project represents more than $4.3 billion of new investment, sustains roughly 4,400 existing jobs, and creates approximately 7,200 new construction jobs during the building period.

"Preserving and expanding the output of the existing nuclear fleet and developing new clean generation is critical to meeting our nation's growing energy needs while keeping costs affordable for homes and businesses," said Joe Dominguez, chairman, president and CEO of Constellation.

The deal lands amid a steady run of hyperscaler-utility pairings we've been tracking on the AI infrastructure beat, with contracts shifting from one-off site tie-ups toward multi-decade capacity blocks.