A 20-year power agreement will fund upgrades to 11 nuclear units, while Constellation adopts Google Cloud and Gemini Enterprise for energy operations.
Google and Constellation Energy announced a long-term power and technology agreement on October 6, 2026, linking Google’s growing electricity needs with upgrades to existing nuclear plants. Constellation plans to invest more than $4.3 billion to increase output at 11 units in Illinois, Pennsylvania and New Jersey.
The upgrades are expected to add 890 megawatts of capacity to the PJM grid, with the first increase anticipated in 2028 and the projects scheduled to deliver capacity in phases through 2032. The companies say the additions would be comparable to the output of a large nuclear reactor. A separate 15-year agreement covers 2,700 MW from Constellation’s existing PJM generation fleet.
The deal also includes a five-year technology alliance: Constellation will use Google Cloud and Gemini Enterprise agentic workflows in parts of its operations. Initial applications include planning plant upgrades, modeling power flows, coordinating construction and maintenance, and supporting protection of operational technology networks. The companies say the work is intended to help bring capacity online sooner and improve plant performance.
For AI infrastructure, the agreement highlights a practical constraint on expansion: data centers need dependable electricity, and new generating plants can take years to build. Upgrading operating reactors offers a route to additional supply using existing sites, though the announced capacity will arrive over several years rather than immediately. The arrangement combines an energy purchase commitment with investment in generation and an AI deployment at the supplier, rather than relying on a standalone data-center power contract.
Constellation also said the projects are expected to sustain roughly 4,400 existing jobs and support about 7,200 construction jobs during the build period. Google and Constellation described the agreement as part of a broader collaboration to examine further clean-generation, storage and demand-response opportunities. The companies’ stated next milestone is the first uprate, expected in 2028.