Google and Constellation Agree on Nuclear Capacity Deal

Constellation Energy and Google have agreed to a 20-year arrangement tied to 890 megawatts of additional nuclear capacity from upgrades at 11 operating reactors in Illinois, Pennsylvania and New Jersey. The capacity is intended for the PJM Interconnection grid, as technology companies seek long-term electricity supplies for energy-intensive data centers and artificial intelligence systems. The planned upgrades, known as uprates, would increase output at existing plants rather than involve construction of new reactors. The work is expected to include improvements to turbines, steam generators and digital control systems. Constellation said it would invest about $4.3 billion in the projects. Google’s payment terms were not disclosed, and the agreement’s financial value has not been made public. A separate 15-year agreement, reported as covering 2,700 megawatts from Constellation’s existing plants, is distinct from the 890-megawatt uprate arrangement. One report puts the two agreements’ combined capacity at about 3,590 megawatts in PJM. The terms and plant sources for the separate agreement were not detailed in all reports.