Google and Constellation Lock In 890 MW of New Nuclear for PJM
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Key Takeaways
- Google and Constellation Energy announced an 890 MW nuclear power agreement on October 6, 2026.
- The new capacity will be integrated into the PJM Interconnection grid to support Google's operations.
Google and Constellation Energy (NASDAQ: CEG) have announced a landmark 20-year power purchase agreement to add 890 MW of new nuclear capacity to the PJM Interconnection grid, the largest power grid operator in the United States. The deal, unveiled on October 6, 2026, will fund more than $4.3 billion in investments to upgrade 11 existing Constellation-owned nuclear units across Illinois, Pennsylvania, and New Jersey, increasing their thermal and electrical efficiency to unlock additional reliable, carbon-free electricity for the grid.
Deal structure and capacity additions
The agreement is structured as a long-term power purchase arrangement under which Constellation will manage the delivery of the incremental 890 MW of nuclear capacity. This additional output, which is roughly equivalent to the capacity of a new large conventional reactor or several small modular reactors (SMRs), will be generated through targeted equipment and technology upgrades at multiple plants rather than by building new reactors from scratch.
Key elements of the nuclear expansion include:
