Google has entered a 20-year strategic agreement with Constellation Energy to secure 890 megawatts of nuclear power for its AI data centers. This partnership allows Constellation to invest over $4.3 billion in modernizing 11 nuclear units across Illinois, New Jersey, and Pennsylvania. The upgrades include installing new turbines and advanced digital control systems to increase plant efficiency.
The energy will be supplied to the PJM Interconnection grid, which serves approximately 67 million people across 13 states. Additionally, the companies signed a separate 15-year contract for 2,700 megawatts from existing plants. As part of the deal, Constellation will utilize Google Cloud and the Gemini Enterprise platform for five years to optimize infrastructure management and site selection.
The project is expected to support 4,400 existing high-skilled jobs and create 7,200 new construction roles. This move follows similar industry trends, as other major tech firms like Amazon, Microsoft, Oracle, and Meta have also secured long-term nuclear power agreements to meet the growing energy demands of their data centers.
The nuclear sector is seeing increased investment, with startups like Bluecore Energy, Valar Atomics, X-energy, and Radiant Industries raising significant capital for small modular reactor development. These investments reflect a broader shift among hyperscalers toward nuclear energy as a reliable and climate-friendly power source for large-scale AI infrastructure.
