Google Taps Constellation To Uprate Nuclear Reactors

Google signed a 20-year power purchase agreement with Constellation Energy covering 3,590 megawatts of future supply, including 890 megawatts of new nuclear capacity created by "uprating" at least 11 existing reactors across Illinois, Pennsylvania and New Jersey. Constellation will spend $4.3 billion upgrading turbines, steam generators and digital control systems, with the first uprated reactor expected online by 2028.

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The deal lets Google lock in nearly a gigawatt of carbon-free nuclear capacity without waiting on slow greenfield reactor construction or grid interconnection queues, directly supporting its roughly $205 billion 2026 datacenter and compute spending plan. Constellation Energy, already the largest US nuclear operator, gains a long-dated revenue stream and capital commitment ($4.3 billion) to fund uprates at a dozen plants, reinforcing its position as the go-to power partner for hyperscalers. The agreement intensifies a broader pattern in which Microsoft (Three Mile Island restart) and Meta (Illinois plant rescue plus 6.6GW of nuclear/clean commitments) are all competing with Google for Constellation's reactor fleet, tightening supply of available US nuclear capacity for other buyers. Expect continued capital flows into uprate projects, turbine and control-system suppliers, and uranium fuel markets as existing reactors are pushed to higher output. The deal also underscores datacenter power scarcity as a structural bottleneck on AI buildout timelines, independent of chip or software progress.