Google will buy 890 MW of new nuclear output from Constellation Energy under a 20-year power purchase agreement covering 11 reactors across the PJM Interconnection, the companies announced on Oct. 6. Constellation will spend more than $4.3 billion upgrading reactors in Illinois, Pennsylvania and New Jersey, with the first uprate expected by 2028. The 890 MW is new supply, not reshuffled output, coming through uprates that modernize turbines, steam generators and digital control systems so reactors already running produce more electricity.
A second agreement runs 15 years and covers 2,700 MW from Constellation's existing PJM fleet. Together the two contracts total about 3.6 GW. Constellation has not published the full unit list, but a company spokesman told ANS Nuclear Newswire that the work spans Braidwood, Byron, LaSalle and Quad Cities in Illinois, Limerick in Pennsylvania, and PSEG Nuclear's Salem in New Jersey, where Constellation owns 43 percent. The deal sustains roughly 4,400 existing jobs and creates about 7,200 construction jobs, and it adds a five-year agreement for Constellation to run Gemini Enterprise agentic workflows on Google Cloud for grid planning and operations.
The structure adds supply inside the grid rather than routing around it. PJM has proposed that large loads bring their own generation or face curtailment at peak demand, and Reuters reported that the contract is a direct response to that proposal. For operators and developers in PJM, the arithmetic is blunt: firm, always-on power is the scarce input in the AI buildout, and 890 MW is modest against a single gigawatt-scale campus. The deal shows hyperscalers moving from buying clean energy credits to underwriting the physical expansion of the grid's existing fleet.
What remains unknown is the full unit list and the precise timing of each uprate beyond the first expected by 2028. The dossier does not specify how the 890 MW is distributed across the 11 reactors, nor does it detail the demand response terms or the financial mechanics of the $4.3 billion investment. The agreement lands one week after Constellation's 20-year deal to add 190 MW at Calvert Cliffs for Amazon, but the source does not compare pricing or contract terms between the two deals.