Google and Constellation Energy seal 20-year nuclear pact for AI data centers

Google and Constellation Energy announced a 20-year nuclear-power agreement aimed at meeting the growing electricity demands of AI data centers. The core of the deal is an 890-megawatt power-purchase contract that will increase output at 11 reactors across Illinois, Pennsylvania and New Jersey. Constellation, the nation’s largest nuclear-plant owner, will spend more than $4.3 billion on uprating the facilities, with the first upgrade expected in 2028 and subsequent projects extending through 2032 or 2033.

In addition, the companies signed a 15-year supply contract for another 2,700 megawatts in the PJM regional market. They will also collaborate on new power generation, battery storage, and demand-response initiatives. Executives highlighted the need for rapid, clean, and reliable power to support data-center operations amid increasing scrutiny of their energy use.