Google and Constellation Energy sign deal for 890 MW of nuclear power

Bloomberg reports the agreement could be worth $1 billion or more over its multi-year term.

Google and Constellation Energy have signed a contract for 890 megawatts of nuclear power, part of Google's effort to lock in carbon-free electricity for its data centers.

Google already has a string of nuclear agreements in place. Last month it arranged new capacity from Southern Co by funding upgrades at two nuclear plants, according to Investing.com, citing Bloomberg. Last year it agreed to buy power from NextEra Energy tied to plans to restart the Duane Arnold reactor in Iowa, which has been shut since 2020. The Constellation contract also follows a deal Amazon struck with Constellation last week for 690 megawatts of nuclear power, including capacity from an upgrade to the Calvert Cliffs plant in Maryland, Investing.com reported, citing Bloomberg.

The contract gives Google long-term, carbon-free baseload power tied directly to its data center buildout, a firmer commitment than the efficiency and electrification measures it had previously outlined. It comes as President Trump has criticized Google's practice of siting data centers overseas over friction with US permitting, making a domestic nuclear supply deal a counterpoint that keeps capacity expansion onshore. Constellation's move also follows its recent portfolio changes with Shell, a sign of growing demand from large technology companies for dedicated power generation. Power supply has become a limiting factor for AI infrastructure expansion, and the 890 megawatt contract addresses that constraint directly for Google's computing growth plans.