Google contracts for 3,590 MW from Constellation, with a quarter tied to nuclear upgrades
The arrangement combines a 20-year nuclear purchase agreement with a larger supply deal whose generation source was not specified.
Two agreements with different power sources
Google has contracted for 3,590 megawatts of power from Constellation Energy in the PJM grid, Reuters reported on October 6. The package includes a 20-year purchase agreement for 890 megawatts from several existing Constellation nuclear plants that will be upgraded to produce more electricity. The companies expect the first upgraded plant to deliver power in 2028. Google also signed a long-term agreement for 2,700 megawatts of additional supply in PJM, but that portion is not tied to a specified generation source.
The companies said the arrangement would enable more than $4.3 billion of new investment by Constellation. Reuters reported that 11 nuclear units in Illinois, Pennsylvania and New Jersey are expected to be upgraded. Google and Constellation described the deal as a response to PJM’s proposal that data-center customers bring their own power or risk remote shutoffs during peak demand. The 3,590-megawatt headline is contracted supply, not electricity already flowing, and only about a quarter is identified as nuclear power. The $4.3 billion figure refers to Constellation’s planned investment, not a disclosed amount Google paid.