Google has entered a major long-term power arrangement with Constellation Energy covering nearly 3.6 gigawatts of electricity on the PJM Interconnection, the largest power grid in the United States. The deal includes a 20-year power purchase agreement for 890 megawatts of additional nuclear capacity generated through upgrades at existing reactors, alongside a separate 15-year supply agreement for 2,700 megawatts from Constellation’s operating fleet.

Constellation will invest more than $4.3 billion to upgrade equipment and technology at 11 of its nuclear units located across six plants in Illinois, Pennsylvania and New Jersey. The projects are designed to increase thermal and electrical efficiency, delivering new firm capacity to the grid without constructing entirely new reactors. The first upgraded output is expected to reach the market in 2028, with the full 890 megawatts anticipated by the end of 2032.

Structure of the Agreements

The nuclear portion of the arrangement functions as a classic power purchase agreement that directly finances the uprates. The additional 2,700 megawatts is structured as a long-term energy supply contract not tied to any specific generating unit. Constellation has said this second agreement provides revenue certainty that helps keep existing plants economically viable and available to the broader PJM market.

Together the contracts total approximately 3,590 megawatts. The companies described the package as a direct response to PJM’s proposed “bring your own power” rules, under which large data-center loads could face restrictions or remote disconnection during periods of grid stress unless they secure matching new supply.

Jobs, Timeline and Broader Context

The nuclear upgrades are projected to sustain roughly 4,400 existing jobs and create about 7,200 temporary construction positions during the build-out phase. Constellation operates the largest nuclear fleet in the United States, and the added 890 megawatts is described as roughly equivalent to the output of a large conventional reactor or several small modular reactors.

The announcement follows a similar Constellation agreement with Amazon reached the previous week that supports 190 megawatts of additional capacity at the Calvert Cliffs plant in Maryland. Rising electricity demand from artificial-intelligence data centers has tightened capacity in PJM, contributing to sharp increases in capacity prices and prompting calls for large customers to bring matching supply.

Shares of Constellation Energy rose approximately 14 percent following the news as investors treated the contracts as further evidence that power producers are becoming critical infrastructure partners for technology companies expanding AI computing capacity.

Additional Collaboration

Beyond the power contracts, the companies said Google Cloud and Gemini Enterprise technologies will be deployed across Constellation’s operations to support uprate planning, construction efficiency and plant optimization. Google has previously enabled other nuclear capacity additions through restarts and uprates, bringing its cumulative contribution of new U.S. nuclear output above 1.5 gigawatts when the latest projects are included.

The arrangement is structured so that the costs of the new nuclear capacity are borne by the contracting parties rather than shifted to other ratepayers on the PJM system. First deliveries of the upgraded nuclear power are scheduled for 2028, with progressive additions continuing through 2032.