Google, Constellation Enter Strategic Framework to Explore New Generation, Announce 890 MW New Nuclear, 2,700 MW Supply Deal

Google and Constellation Energy today announced a long-term strategic clean energy collaboration to bring 890 megawatts (MW) of new nuclear capacity onto the PJM Interconnection grid

The 20-year power purchase agreement will enable investments in new equipment and technology at 11 Constellation-owned nuclear units in Illinois, Pennsylvania, and New Jersey, increasing thermal and electrical efficiency to unlock additional firm power to serve the grid.

"This capacity is entirely new, expanding total electricity generation available across the PJM footprint," the companies said

This new capacity represents more than $4.3 billion of new investment by Constellation. The first uprate is expected to be delivered by 2028.

In addition to expanding nuclear generation, the companies entered into a 15-year energy supply agreement for an additional 2,700 MWs in PJM’s fleet.

"This financial structure ensures that Constellation’s operating generation assets continue to deliver energy and capacity to the PJM market," the companies said

Additionally, "Google and Constellation have agreed upon a strategic framework to evaluate opportunities to develop new clean generation, storage and demand response across the United States to support Google’s growth. The framework is intended to identify potential projects, commercial structures, and policy pathways that could support additional clean technologies in the years ahead, and prioritizes near-term efforts in PJM," the companies said

The agreements also incorporate operational load-shaping and demand-response capabilities

"Constellation also selected Google Cloud and Gemini Enterprise under an expanded five-year technology alliance to establish an 'AI for energy' blueprint that will accelerate capacity delivery, optimize asset dispatch, and protect critical infrastructure," the companies said

Under the expanded five-year technology agreement, Constellation will build Gemini Enterprise agentic workflows directly into its core operations, with an initial three focus areas including:

"Speed to power: AI for intelligent site selection, power flow modeling, permitting and interconnection planning. This shortens the engineering and regulatory work on uprates, so new capacity reaches the grid sooner and at lower cost.

"Generation optimization: Asset health monitoring, outage and turnaround management, and scenario optimization to speed up construction. This keeps plants running at full output, so supply keeps up with rising demand.

"Protecting critical infrastructure: Google Cloud's defense-grade platforms for highly regulated work, used to secure operational technology (OT) networks. Many of these networks are air-gapped and connect to the bulk electric system. This helps keep the grid that homes and businesses rely on secure and resilient.