Google signs the largest nuclear energy agreement in tech history: 3,590 megawatts locked in for 20 years; Gemini integrated into energy operations

Google has entered into the largest technology-sector energy cooperation agreement to date with Constellation Energy—the United States’ largest nuclear power operator—securing a total of 3,590 megawatts (MW) of electricity supply, including 890 MW from upgraded and expanded nuclear units. On Tuesday, October 6, Google and Constellation Energy announced a long-term power purchase agreement totaling up to 3,590 MW, including a 20-year nuclear power procurement contract. This contract will add 890 MW of clean, baseload electricity to the PJM grid through upgrades to existing reactors. Constellation will invest over $4.3 billion to modernize 11 nuclear reactors across Illinois, Pennsylvania, and New Jersey—enhancing thermal efficiency and power generation capacity. The first upgraded unit is expected to begin supplying power to the grid in 2028. Following the announcement, Constellation’s stock rose more than 12%, while Google’s share price remained largely unchanged. Wall Street Insights noted that Google has already signed power purchase agreements with multiple nuclear energy companies. Last year, Google agreed to procure power from NextEra Energy to support the restart of the Duane Arnold reactor in Iowa—a facility shut down in 2020. Last month, Google invested in upgrading two nuclear plants operated by Southern Company, securing newly added capacity. This agreement with Constellation directly responds to PJM grid management’s ‘Bring-Your-Own-Power’ initiative, which requires data center customers to ensure their own power supply—or risk remote disconnection during peak demand periods. The two companies stated that this collaboration provides a replicable, market-driven model enabling technology firms to independently increase electricity supply—without relying on government-mandated policies. Agreement Structure: Nuclear Upgrades Paired with Long-Term Supply Assurance The collaboration consists of two separate agreements: First, a 20-year power purchase agreement covering the 890 MW of newly added capacity resulting from nuclear unit upgrades—equivalent to several small modular reactors or one large conventional nuclear unit. Second, a 15-year power supply agreement covering an additional 2,700 MW of Constellation’s generating assets within the PJM grid, providing long-term revenue certainty for these existing units and ensuring their continued delivery of power and capacity to the market. Technically, Constellation will achieve capacity increases by replacing aging steam turbines, steam generators, and digital control systems—known as ‘nuclear uprates’. This approach avoids the lengthy construction timelines and complex grid interconnection processes associated with building new nuclear plants, making it the most direct means of rapidly unlocking additional clean electricity from existing nuclear infrastructure.

Largest nuclear energy agreement in tech history! Why is Google betting on aging nuclear plants?

Global Zero Carbon The 'New Youth' of Carbon Neutrality Google Blog Summary: Google has secured a 3.6-gigawatt nuclear power deal—a veritable 'emergency prescription' for America’s electricity-starved grid. As AI competition enters a new phase defined by 'racing for computing power—and for electricity', U.S. tech giants are increasingly turning their attention to nuclear energy. This time, Google has chosen a distinctly pragmatic path: rather than building nuclear reactors from scratch, it is leveraging technological retrofits to boost output from existing nuclear plants. On October 6, 2026, Google and Constellation Energy—the largest nuclear power operator in the United States—announced a long-term energy partnership covering a total of 3.59 gigawatts (GW) of electricity supply. Media outlets have dubbed it the 'largest technology-sector energy agreement to date'. Structurally, the nuclear procurement contract comprises two complementary supply arrangements. The first is a 15-year energy supply agreement for 2,700 MW—drawn from Constellation’s existing generation assets within the PJM region. The second component—drawing significant industry attention—is a 20-year procurement agreement for 890 MW of *newly added* nuclear capacity. This additional power will be generated via nuclear uprates—capacity enhancements achieved by upgrading existing nuclear units. The newly added electricity will feed into the PJM Interconnection grid, effectively adding the output of a full-scale nuclear reactor to the U.S. grid. Constellation plans to invest over $4.3 billion to modernize 6 nuclear power plants and 11 nuclear units across Illinois, Pennsylvania, and New Jersey—boosting thermal and electrical efficiency to unlock new generation capacity. The first uprate projects are scheduled to enter operation in 2028, and Google expects the full 890 MW of newly added capacity to be fully operational by the end of 2032. Following the announcement, Constellation’s stock rose more than 12%. In this partnership, Google is not merely a power buyer—it is also positioning itself as an AI technology supplier to the nuclear industry. The two companies plan to expand technical collaboration further, deploying Google Cloud and Gemini Enterprise at Constellation facilities to support nuclear plant upgrade planning, equipment performance optimization, and infrastructure protection. Notably, this 'largest-ever' collaboration signals a pivotal strategic shift: AI giants are moving beyond competing for existing electricity resources—and are now directly investing in, and creating, new generation capacity. Constellation’s partnership with Google marks the second such deal in recent days. Just one week earlier, Amazon struck a similar agreement with Constellation to add 190 MW of capacity at Calvert Cliffs—the sole nuclear plant in Maryland. This market signal also lifted shares of other nuclear operators with uprate potential: Vistra and Talen Energy both rose over 9% on October 6, while uranium enrichment firm Centrus gained more than 7%.

Google Enters Massive 3.6-GW Power Deal with Constellation Energy

Oct 6, 2026

Google signed a 3.6-GW power deal with Constellation Energy, investing $4.3 billion to upgrade nuclear reactors for US data centers. The agreement ensures long-term clean energy supply amidst grid capacity challenges.

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Google Enters Massive 3.6-GW Power Deal with Constellation Energy

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