Google secures $4.3B power deal for data centers with Constellation Energy

Google has signed a 3,590-megawatt power agreement with Constellation Energy, committing more than $4.3 billion to secure reliable electricity for data centers across the United States.

The contract divides into two sections. Google will purchase 890 megawatts through a 20-year power agreement tied to capacity upgrades at existing Constellation nuclear plants. The company also secured a long-term supply of 2,700 megawatts to provide steady revenue for Constellation's operating facilities. Delivery from the first upgraded plant is expected in 2028.

The deal directly addresses a new policy from PJM Interconnection, which manages a 13-state grid spanning Illinois, Pennsylvania, and New Jersey. PJM recently proposed that data centers must generate their own power or risk remote disconnection during peak demand. This agreement guarantees Google's supply without triggering those grid limits.

Technology firms are securing massive electricity contracts to fuel expanding data center networks. Constellation previously agreed to restart the Three Mile Island reactor in Pennsylvania to serve Microsoft data centers. Google also previously contracted to restart a NextEra Energy nuclear plant in Iowa.

The eleven nuclear units scheduled for upgrade sit within the PJM footprint. Maryland-based Constellation operates the largest fleet of US nuclear plants and a major natural gas network. "We're committed to meeting our growth responsibly by actively investing in clean, reliable power that brings new capacity to our nation's grids," said Amanda Peterson Corio, Google's global head of energy and power.