Google, Constellation to add 890 MW nuclear capacity to PJM grid

Google and Constellation Energy said they will add 890 megawatts (MW) of new nuclear capacity to the PJM Interconnection grid under a long-term strategic clean energy collaboration. The 20-year power purchase agreement will support new equipment and technology at 11 Constellation-owned nuclear units in Illinois, Pennsylvania and New Jersey, with the aim of improving thermal and electrical efficiency and unlocking additional reliable, firm power for the grid. The companies said the project will help sustain about 4,400 existing jobs and create about 7,200 new jobs. 3 billion of new investment by Constellation.

Alongside the nuclear expansion, the companies signed a 15-year energy supply agreement for an additional 2,700 MWs in PJM’s fleet. The financial structure is intended to ensure Constellation’s operating generation assets continue supplying energy and capacity to the PJM market. Constellation also chose Google Cloud and Gemini Enterprise under an expanded five-year technology alliance to build an “AI for energy” blueprint aimed at speeding capacity delivery, optimizing asset dispatch and protecting critical infrastructure.

For communities served by Constellation Energy, the goal is to use AI to lower the cost of new infrastructure, improve performance, ensure enough power is generated to meet rising demand and safeguard the energy grid they rely on. Accelerating Grid Capacity Through Nuclear Uprates As national electricity demand accelerates from manufacturing, industrial electrification and digital infrastructure, nuclear uprates are presented as a practical near-term way to add firm, clean megawatts.

By modernizing and upgrading turbines, The collaboration will add 890 MW of incremental nuclear capacity through reactor uprates at existing plants, avoiding the multi-year timelines and interconnection bottlenecks tied to greenfield construction, according to the source text. The 890 MWs of added output is described as equivalent to several Small Modular Reactors (SMRs) or a large new conventional reactor. The initiative is said to support the federal government’s UPRISE program, which promotes public-private cooperation to increase clean electricity output from existing American nuclear infrastructure.

Google global head of energy and power Amanda Peterson Corio said the company is investing in clean, reliable power to support grid growth, while its deal with Constellation is intended to strengthen the PJM grid, which serves 67 million people, and support energy affordability and local union jobs. The source text closes with a statement that preserving and expanding output from the existing nuclear fleet, along with developing new clean generation, is critical to meeting the nation’s growing energy needs. Joe Dominguez, Constellation chairman, president and CEO, said the deal is aimed at keeping costs affordable for homes and businesses.

He said the long-term clean energy partnership with Google could be a model for how technology companies and the energy industry work together to develop the digital economy and invest in energy infrastructure with grid-wide benefits funded by private entities. The agreement is presented as a response to PJM’s "Bring Your Own Power" proposal, and is described as a practical model for major power users to add new supply alongside rising operational needs without state or federal mandates.

It is also said to align with the White House Ratepayer Protection Pledge and reflect Google’s commitment to add new capacity to the PJM system to support growth without passing costs on to residential customers. The commercial agreement includes direct supply expansion through targeted investments at multiple nuclear plants, adding 890 MW of carbon-free capacity to the grid. The first uprate is expected to be delivered by 2028. The agreement is designed to keep existing assets running through a 2,700 MW, 15-year arrangement that aims to preserve economic viability without removing resources from the grid.

It also includes demand flexibility measures, with operational load-shaping and demand-response tools to curb non-critical power use during periods of grid stress. 3 billion of new investment by Constellation. Google and Constellation also agreed a strategic framework to assess potential new clean generation, storage and demand response projects across the United States to support Google’s growth. Under the expanded five-year technology agreement, Constellation will build Gemini Enterprise agentic workflows into its core operations.

The initial three focus areas are speed to power, generation optimization and protecting critical infrastructure. Speed to power covers AI for site selection, power flow modelling, permitting and interconnection planning, aimed at shortening engineering and regulatory work on uprates so new capacity reaches the grid sooner and at lower cost. Generation optimization includes asset health monitoring, outage and turnaround management, and scenario optimization to speed up construction.

Protecting critical infrastructure involves Google Cloud's defence-grade platforms for highly regulated work to secure operational technology networks, including air-gapped networks connected to the bulk electric system. Google and Constellation said their agreement pairs commercial investment in nuclear uprates with Google technologies to support the growth of artificial intelligence and digital infrastructure. The companies said the plan is intended to help strengthen the resilience, affordability and sustainability of the power grid over time.

Constellation said it is a Fortune 200 company headquartered in Baltimore and the largest private-sector power producer in the world. It said its fleet has 55 gigawatts of capacity from nuclear, natural gas, oil, geothermal, hydro, wind and solar facilities, enough to power the equivalent of 27 million homes and provide about 10% of the nation's clean energy. S. and a leading competitive retail provider.

5 million customer accounts nationwide, including 80% of the Fortune 100. The company said it is investing in innovation and new technologies to support a reliable, sustainable and secure energy future. , with products and platforms including Search, Maps, Gmail, Android, Google Play, Google Cloud, Chrome and YouTube. Contact details listed Paul Adams, Constellation Communications, at 667-218-7700, and the notice carried