Google Signs 3.6‑GW Nuclear Power Deal

Google agreed to buy 3,590 MW of power from Constellation Energy across the PJM grid via multi‑year contracts, including a 20‑year PPA tied to upgrades at 11 nuclear units and a 15‑year supply agreement that provides stable revenue for Constellation. The pact includes about $4.3 billion of new investments to increase output from existing reactors, with first upgraded electricity expected by 2028. — The deal exemplifies how hyperscale cloud and AI buyers are underwriting long‑term energy investments (including nuclear upgrades), shifting who pays for grid capacity and altering the political economy of power and climate policy.