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Google and Constellation announce 20-year deal for 890 MW of nuclear uprates across 11 PJM units

Constellation and Google announced a 20-year power purchase agreement on October 6 for 890 MW of new nuclear capacity from uprates at 11 units in Illinois, Pennsylvania and New Jersey, backed by more than $4.3 billion of Constellation investment.

Google and Constellation Energy announced a 20-year power purchase agreement on October 6, 2026 to add 890 megawatts of new nuclear capacity to the PJM grid. Constellation's release is the primary source, and Utility Dive covered it the same day.

What the companies say the deal does: - The agreement funds uprates, meaning equipment upgrades that raise output, at 11 Constellation-owned nuclear units at six sites in Illinois, Pennsylvania and New Jersey. The first uprate is expected by 2028. - Constellation puts its new investment at more than $4.3 billion. It says the deal helps sustain about 4,400 existing jobs and creates about 7,200 construction jobs during the build. - The companies also signed a 15-year energy supply agreement for another 2,700 MW in PJM. Constellation says this keeps existing plants economically viable without taking them off the grid. - Constellation says it will use Google Cloud and Gemini Enterprise under an expanded five-year technology alliance, for site selection, plant monitoring and securing operational technology networks. - The deal includes demand-response provisions to cut non-critical power use during high-stress grid events, and a framework to explore more clean generation and storage.

The grid context: Constellation calls the deal a "direct response" to PJM's "Bring Your Own Power" proposal and says it fits the White House Ratepayer Protection Pledge. Utility Dive reports PJM is short about 6.8 GW of new capacity as data center demand rises.

How it compares: Utility Dive notes a 690 MW agreement Constellation signed with Amazon on September 30, built around a 190 MW expansion at Calvert Cliffs in Maryland, coming online between 2030 and 2032. Together the two deals support almost 1.1 GW of nuclear expansion, per Utility Dive.

What we could not confirm: the price terms were not disclosed in the sources we read, and the release gives company estimates for jobs and investment that we did not check independently.

Sources: Constellation Energy and Google joint release (October 6, 2026); Utility Dive (October 6, 2026).

Official source: constellationenergy.com ↗