Google and Constellation Energy sign a $4.3bn nuclear power deal for AI data centres

Google and Constellation Energy announced a $4.3 billion agreement to fund uprates across 11 Constellation-owned nuclear units in Illinois, Pennsylvania and New Jersey, adding 890 megawatts of new capacity to the PJM grid under a 20-year power purchase agreement. A separate 15-year supply agreement adds a further 2,700 megawatts to Google’s contracted power.

The companies also struck a five-year technology alliance under which Constellation will run Google’s Gemini Enterprise agentic tools across its own operations — on site selection and permitting, asset health monitoring, and securing the operational-technology networks that run its plants. Amanda Peterson Corio, Google’s global head of energy and power, said the agreement would “strengthen the PJM grid, which serves 67 million people,” while Constellation chief executive Joe Dominguez called it a model for how technology and energy companies can collaborate. Google said the deal would sustain around 4,400 existing jobs and create roughly 7,200 construction positions.

The agreement extends a pattern of AI companies turning to nuclear power to meet data-centre electricity demand: Constellation has struck similar long-term nuclear agreements with Microsoft, Amazon and Meta since late 2024, each aimed at locking in carbon-free baseload power rather than relying on new gas generation or grid expansion that can take years to build. Uprating existing reactors, as opposed to building new ones, adds capacity faster but is bounded by how much more output ageing plants can be engineered to produce — a limit that explains why these deals have clustered around incremental megawatt gains rather than new nuclear construction.