Google and Constellation Sign Landmark 890 MW Nuclear Deal to Power AI Data Centers

On October 6, 2026, Google and Constellation Energy announced a landmark 20-year power purchase agreement that will bring 890 megawatts of brand-new, round-the-clock nuclear energy capacity onto the PJM Interconnection grid. Equivalent to adding an entire commercial nuclear reactor to the Mid-Atlantic regional grid, the contract provides dedicated carbon-free baseload energy to power Google next-generation artificial intelligence datacenter campuses, while deploying Google Cloud and Gemini AI across Constellation commercial nuclear generation fleet.

890 Megawatts of New Baseload Nuclear Energy for AI Clusters

As compute clusters housing thousands of AI accelerators require steady gigawatt-scale electrical power around the clock, intermittent solar and wind sources have proven insufficient to sustain 24/7 training and inference workloads without fossil-fueled backup. Under the 20-year accord, Constellation will fund major capital uprates and lifetime extensions across its regional nuclear stations, injecting 890 MW of new clean generation directly into the PJM transmission system. This baseload supply allows Google to power dense TPU and GPU clusters while advancing toward its commitment to operate entirely on 24/7 carbon-free energy (CFE).

Agreement & Infrastructure Highlights

• 890 MW New Nuclear Capacity: Adds generation equivalent to a commercial nuclear reactor onto the Mid-Atlantic PJM grid.
• 20-Year Power Contract: Long-term bilateral power purchase agreement securing stable electricity pricing for hyperscale AI.
• 24/7 Carbon-Free Baseload: Delivers steady non-emitting power unaffected by weather, daylight cycles, or fuel price spikes.
• Nuclear Fleet AI Modernization: Constellation will integrate Google Cloud and Gemini models to optimize predictive maintenance and power plant dispatch.
• Grid Reliability Enhancement: Injects substantial zero-emission generation into high-demand regional transmission corridors.

24/7 Carbon-Free AI Operations and Gemini Plant Deployment

The partnership extends beyond utility procurement into deep operational technology integration. Constellation will deploy Google Cloud and Gemini AI across its nuclear generating fleet to monitor thermal telemetry, predict component wear, and optimize turbine scheduling, setting a benchmark for AI integration in mission-critical utility infrastructure. The deal reflects a broader structural trend across hyperscalers, who are increasingly anchoring multi-decade capital allocations to nuclear power generation to insulate AI datacenters from regional grid capacity bottlenecks.

Transaction Profile Sheet