Google has signed one of the largest power procurement packages yet tied to the U.S. data-center boom, securing 3,590 megawatts from Constellation Energy as technology companies race to lock in reliable electricity for artificial intelligence infrastructure.
The arrangement includes a 20-year power purchase agreement for 890 MW of new nuclear capacity and a separate long-term supply agreement covering another 2,700 MW in the PJM Interconnection, the largest U.S. power grid.
Eleven nuclear units will be upgraded
Constellation said the nuclear portion will support upgrades at 11 units in Illinois, Pennsylvania and New Jersey. The companies expect the work to unlock additional generation from existing reactors, with the first upgraded capacity scheduled to arrive in 2028.
The package is expected to enable more than $4.3 billion in Constellation investment. The companies said it will also support thousands of existing jobs and create construction work during the upgrade program.
AI is changing how tech companies buy power
Google and other large technology companies have increasingly moved beyond conventional renewable-energy contracts as data-center demand grows. Long-duration deals involving nuclear plants and other firm generation are becoming a central part of plans to keep computing campuses supplied around the clock.
The agreement also expands a technology partnership under which Constellation will use Google Cloud and Gemini Enterprise tools in grid and power-plant operations.
The deal arrives as PJM considers tighter requirements for very large data-center customers, including proposals that could require them to bring additional power supply to the system during periods of tight capacity.
Sources
- Google and Constellation joint announcement, Oct. 6, 2026
- Reuters, Oct. 6, 2026
