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Google Secures 890 MW Of Nuclear Power from Constellation Energy

Google Secures 890 MW Of Nuclear Power from Constellation Energy | EN590 Commodities Group
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Market Analysis

Google Secures 890 MW Of Nuclear Power from Constellation Energy

October 08, 2026
Source: oilprice.com
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Apollo Joins $11.5 Billion Race for German Gas Giant Uniper Germany’s proposed €2-billion eSAF double… With over two decades of journalistic experience working in newspapers, trade publications and as a mining reporter, Andrew Topf is a seasoned writer specializing in… Google/Alphabet (NASDAQ:GOOG) says it has contracted 3,590 megawatts of power from Constellation Energy (NASDAQ:CEG) in the largest US power grid, PJM Interconnection, which serves 67 million people across 13 states and Washington, D.C.

New nuclear energy will account for about a quarter of that supply, or 890 megawatts.

Artificial intelligence and data center expansion have drastically increased Google's electricity usage and carbon emissions.

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Major tech companies are racing to secure massive amounts of electricity supplies to power data centers across the US by striking unprecedented power deals and reviving the country’s nuclear industry,Reuters reportedon Tuesday.

Unlike renewables, nuclear provides continuous base-load power.

Data centers are inherently energy-intensive, and their power consumption is projected to double globally by 2030, reaching around 945-980 terawatt-hours (TWh) annually.

In some countries like the US, they could account for up to 12% of total electricity consumption by 2030, straining existing power grids.

The Google-Constellation deal involves adding capacity at several of Constellation’s nuclear reactors in the Midwest and Mid-Atlantic regions.

“The 20-year power purchase agreement will enable investments in new equipment and technology at 11 Constellation-owned nuclear units in Illinois, Pennsylvania, and New Jersey, increasing thermal and electrical efficiency to unlock additional reliable, firm power to serve the grid,” Constellation wrote in astatement.

The company will make over $4.3 billion of new investments in its fleet as part of the agreement.

Electricity from the first of the upgraded plants would be delivered in 2028.

Reuters notes the agreement between Google and Constellation is in response to PJM’s “bring your own power” proposal: Rising electricity demand driven largely by the data center expansion has contributed to a more than 11-fold increase in PJM capacity prices since 2024 and left the grid with a power shortfall.

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Indicative Market Prices October 08, 2026 00:47 UTC
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Brent Crude$102.14/bbl +0.34%
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Mazut M100$450/MT -0.15%
Bitumen 60/70$470/MT +0.08%
Sulphur Gran 99.5%$470/MT -0.44%
Urea 46% Gran$650/MT +1.12%
NPK 16-16-16$460/MT -0.28%
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