What happened
Google has signed a 20-year electricity agreement with Constellation Energy covering 890 MW of additional nuclear generating capacity for its data centres. The deal was reported by Enerji Günlüğü as having been signed on 6 October 2026.
Constellation intends to raise output from 11 reactor units at six locations in Illinois, Pennsylvania and New Jersey. It expects to invest more than US$4.3 billion in modernisation work at existing nuclear plants to deliver the added capacity.
The first increment of generation is scheduled for 2028, while the full 890 MW is targeted by the end of 2032. Sustainability and energy procurement teams should track those delivery milestones alongside data-centre load growth.
The companies have also agreed a separate 15-year supply arrangement for 2,700 MW. That electricity will be sourced from Constellation’s existing PJM fleet, which includes nuclear and gas-fired generation. Across both contracts, the capacity total is 3.6 GW.
Why it matters
The transaction links a large data-centre electricity buyer to additional output from operating nuclear facilities, rather than a newly built power station. For Google, it creates long-duration contracted capacity as electricity demand from its data-centre estate grows.
For Constellation, the agreements are intended to provide longer-term revenue support for energy and capacity supplied by its PJM generation fleet. The 890 MW programme is based on upgrading existing reactors, with Constellation comparing its prospective output to that of several small modular reactors or one large conventional reactor.
The second agreement is not tied to a specified plant and draws on a fleet containing both nuclear and natural-gas assets. Readers assessing the contracts’ emissions implications should therefore distinguish between the 890 MW nuclear uprate programme and the broader 2,700 MW PJM supply arrangement.
What to watch
Key execution points are the planned first additional generation in 2028 and completion of the full 890 MW by year-end 2032. Progress will depend on Constellation completing the planned upgrades across the six sites.
