Google, Constellation Sign 890 MW Nuclear Uprate Deal

The Agreement

Google and Constellation Energy (Nasdaq: CEG) said on October 6, 2026 that they had signed a 20-year power purchase agreement to bring 890 MW of new nuclear capacity onto the PJM Interconnection grid. Google is a subsidiary of Alphabet (Nasdaq: GOOGL).

The contract gives Constellation long-term revenue certainty to invest in new equipment and technology at 11 Constellation-owned nuclear units in Illinois, Pennsylvania and New Jersey. The release counts six sites and does not name the plants or give a unit-by-unit split of the 890 MW. Google’s video on the agreement, from which the image above is taken, is set at the Braidwood Clean Energy Center in Illinois. Constellation expects to deliver the first uprate by 2028. Google said in a company blog post published the same day that the full 890 MW will be added before the end of 2032.

Constellation put its new investment at more than $4.3 billion. It said the agreement helps sustain roughly 4,400 existing jobs and creates approximately 7,200 construction jobs during the building period.

“This long-term clean energy collaboration with Google can serve as a model for how technology companies and the energy industry can work together to responsibly develop the digital economy and invest in our nation’s energy infrastructure in a way that delivers grid-wide benefits for all, funded by private entities.”

— Joe Dominguez, Chairman, President and CEO, Constellation

How Uprates Add Capacity

All 890 MW comes from reactors that are already operating. The release describes uprates as modernizing and upgrading turbines, steam generators and digital control systems at operating plants, which increases thermal and electrical efficiency. It does not list the specific work planned at each of the 11 units.

The companies said the added capacity is entirely new to PJM and compared it with the output of one large conventional reactor or several small modular reactors. The release said uprates avoid the multi-year timelines and interconnection bottlenecks of greenfield construction. It does not explain why; GSR’s reading is that the units are already connected to the grid.

“As electricity demand grows in the U.S., the fastest new megawatt is often the one that can be provided by existing infrastructure.”

— Amanda Peterson Corio, Google, company blog post, October 6, 2026

Google’s post counts 94 reactors operating in the United States as of October 2026 and says nuclear generates nearly 20% of US electricity.

The release also tied the project to the federal government’s UPRISE program, which it described as encouraging public-private collaboration to raise clean electricity output from existing US nuclear plants.

Supply Agreement and Load Flexibility

Alongside the uprate contract, the companies entered a 15-year energy supply agreement covering an additional 2,700 MW in PJM. Constellation described it as a financial structure under which its operating generation continues to deliver energy and capacity to the PJM market, and said the revenue keeps existing assets economically viable without taking resources off the grid.

The release lists load-shaping and demand-response capabilities among the key elements of the overall commercial agreement, intended to curtail non-critical power consumption during high-stress grid events. It does not say which party would curtail or give a megawatt figure for that flexibility.

Both companies framed the structure as a response to PJM’s “Bring Your Own Power” proposal, under which large consumers add new supply alongside new load. They also cited the White House Ratepayer Protection Pledge and said Google’s growth in PJM would be supported without passing costs to residential customers. PJM spans 13 states and serves 67 million people.

“By serving as the anchor customer for these uprate projects, we’re providing the long-term revenue certainty Constellation needs to invest in upgrades for 11 of their nuclear reactors, while ensuring other grid customers bear none of the associated costs.”

— Amanda Peterson Corio, Google, company blog post, October 6, 2026

Technology Alliance and Development Framework

Constellation selected Google Cloud and Gemini Enterprise under an expanded five-year technology agreement. The release named three initial uses: site selection, power-flow modeling, permitting and interconnection planning; asset health monitoring and outage management at operating plants; and security for operational technology networks.

Constellation said the first of those is intended to shorten the engineering and regulatory work on the uprates themselves.

The two companies also agreed a strategic framework to evaluate new clean generation, storage and demand-response projects across the United States, with near-term priority on PJM. The framework is intended to identify potential projects, commercial structures and policy pathways. No specific project was announced with the framework.

Constellation’s Technology Company Contracts

The Google agreement is Constellation’s second uprate-backed contract with a technology company in a week. On September 30, 2026, Amazon signed a 20-year agreement for 690 MW from Calvert Cliffs in Maryland, including an uprate of approximately 190 MW scheduled to come online between 2030 and 2032.

Two earlier 20-year contracts preceded them. In September 2024, Microsoft agreed to buy power from the restart of the unit now named the Crane Clean Energy Center in Pennsylvania, which the release put at approximately 835 MW. In June 2025, Meta contracted 1,121 MW from the Clinton Clean Energy Center in Illinois, with the agreement beginning in June 2027.

The table covers nuclear power purchase agreements only, so Google’s separate 15-year, 2,700 MW energy supply agreement is not shown. Between them, the Amazon and Google contracts account for about 1,080 MW of planned uprate capacity.

Neither release disclosed pricing. Constellation’s release and Google’s post both leave out the names of the 11 units and the capital spending by year.

For Google, the contract takes the new nuclear capacity it says it has enabled in the United States through uprates and restarts to more than 1.5 GW. Its other agreements include uprates at four Georgia Power reactor units and the restart of NextEra Energy’s Duane Arnold Energy Center in Iowa, which Google put at more than 600 MW.

The post cites a Department of Energy goal of 5 GW of nuclear expansion from uprates and restarts by 2030. Google said its agreements are expected to enable nearly 25% of that goal by the end of the decade.

Constellation describes itself as the largest nuclear energy company in the United States, with 55 GW of generating capacity across all fuel types as of October 2026.