Summary
Google and Constellation announced a 20-year power purchase agreement intended to add 890 MW of nuclear capacity to the PJM grid through upgrades at existing plants. A separate 15-year agreement covers 2,700 MW from Constellation’s operating fleet.
Google and Constellation Energy announced a 20-year power purchase agreement intended to add 890 megawatts (MW) of nuclear capacity to the PJM grid. The additional output is planned through upgrades at existing nuclear plants, with the first uprate expected to be delivered by 2028.
The deal also includes a separate 15-year agreement covering 2,700 MW from Constellation’s existing generation fleet, plus a five-year technology partnership in which Constellation plans to use Google Cloud and Gemini Enterprise in energy operations.
New capacity from existing plants
The 890 MW is to come from equipment and technology investments at 11 Constellation-owned nuclear units in Illinois, Pennsylvania and New Jersey. The companies describe this process as nuclear uprating: modernising equipment such as turbines, steam generators and digital control systems to increase the electrical output of operating plants.
This is an expansion of existing stations, not a new-reactor construction project. The companies say the added capacity will be new supply for the PJM grid, rather than electricity transferred from another part of Constellation’s fleet. The announcement describes the 890 MW as comparable to the output of a large conventional reactor.
The separate 2,700 MW agreement has a different role. It is intended to support continued energy and capacity delivery from existing PJM generation assets. The two figures therefore describe distinct parts of the deal: planned additional capacity from uprates and a longer-term arrangement involving operating generation.
MW measures power capacity; the electricity generated over time depends on how much and how consistently a plant operates. Constellation says the investments will involve more than $4.3 billion in new spending and help sustain about 4,400 existing jobs, while creating approximately 7,200 construction jobs during the building period.
AI tools and grid operations
Under the five-year technology alliance, Constellation plans to build Gemini Enterprise agentic workflows into its operations. The companies identify three intended uses: modelling power flows and planning sites and interconnections; monitoring plant health and managing outages and construction; and supporting security for operational-technology networks, which control physical infrastructure.
The agreement also includes operational load-shaping and demand response. These approaches can reduce or shift non-critical electricity use during periods of grid stress, complementing the planned increase in supply. The companies present AI as a way to speed planning, improve plant operations and support infrastructure security; these are aims of the partnership, not reported outcomes from its deployment.
Together, the arrangements pair future output increases with support for existing generation and a technology programme focused on energy operations. For a grid facing demand growth from manufacturing, industrial electrification and digital infrastructure, the central change is a plan to add nuclear capacity through upgrades to plants already in service.