Google contracted 890 MW of planned uprate output while separately buying 2,700 MW.
Why it matters: The agreements give Constellation long-term contracted demand for both planned incremental output and existing nuclear generation. They also show how AI and data-center electricity demand is supporting investments in operating reactors rather than new builds.
- The 20-year agreement targets 890 MW of planned incremental output from 11 existing units in Illinois, Pennsylvania and New Jersey.
- A separate 15-year agreement covers 2,700 MW from Constellation's existing PJM generation fleet.
- Constellation says the uprate program represents more than $4.3 billion of investment, sustains about 4,400 jobs and creates about 7,200 construction jobs.
- The uprates require Nuclear Regulatory Commission license amendments and do not involve building a new reactor.
Google and Constellation Energy announced a 20-year power-purchase agreement tied to planned uprates at 11 existing Constellation-owned units in Illinois, Pennsylvania and New Jersey. The companies say the work will increase reactor output, rather than add a new reactor. Their announcement describes the target as 890 MW of new nuclear capacity.
The supplied materials do not specify whether the 890 MW is gross or net output, or whether it should be treated as incremental nameplate capacity or licensed capacity. The figure is tied to reactor uprates, which the Nuclear Regulatory Commission defines as increases in a reactor's maximum licensed power level. NRC approval is required to amend each plant's operating license.
The transaction also includes a separate 15-year agreement covering 2,700 MW from Constellation's existing PJM generation fleet. The companies' materials describe this component as an agreement covering existing generation, not as the 890 MW uprate program. A separate Reuters report hosted by Investing.com independently reported the two agreements and their combined approximately 3,590 MW.
Constellation says the uprate program represents more than $4.3 billion of investment, sustains about 4,400 jobs and creates about 7,200 construction jobs, according to the announcement. Google has framed the broader strategy as securing firm, low-carbon power from existing nuclear plants in response to rising electricity demand from data centers and AI infrastructure. Google's explanation outlines that rationale.
By the numbers
- 890 MW - planned incremental output associated with uprates at 11 existing units
- 2,700 MW - existing PJM generation covered by a separate 15-year agreement
- $4.3 billion-plus - Constellation's stated investment in the uprate program
Yes, but: The materials do not specify the 890 MW figure's gross-versus-net basis, the plant names, or any required PJM, transmission or market approvals beyond the NRC license amendments.
What's next: Each planned uprate must receive an NRC amendment to the relevant reactor operating license. The companies' materials do not specify whether separate PJM, transmission or market approvals are required or provide a schedule for those decisions.