Google’s power-hungry data centers crave nuclear energy
Google has signed a landmark long-term agreement with Constellation Energy to bring 890 megawatts of new nuclear capacity to the PJM grid. The energy will support Google's expanding data centers and AI build-out by securing power from existing nuclear plants. As part of the arrangement, Constellation will invest $4.3 billion across an 11-unit uprate plan to squeeze more power out of old plants. The agreement has sparked a broader rally in nuclear energy stocks and Australian uranium miners.
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- ✓ Google signed a long-term agreement with Constellation Energy to support upgrades at nuclear power plants and bring 890 MW of new nuclear capacity to the PJM grid.
- ✓ Constellation plans to invest $4.3 billion in an 11-unit uprate plan.
- ✓ Black Hills plans $1.8 billion in natural gas generation and will manage a 2.1-GW microgrid to power Google's planned data center in Cheyenne, Wyoming.
What changed
Google announced a major 20-year nuclear power agreement with Constellation Energy to fund facility upgrades and secure carbon-free energy.
Live updates
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Google Signs Landmark Nuclear Power Deal with Constellation Energy
Google has signed a landmark long-term agreement with Constellation Energy to bring 890 megawatts of new nuclear capacity to the PJM grid. The energy will support Google's expanding data centers and AI build-out by securing power from existing nuclear plants. As part of the arrangement, Constellation will invest $4.3 billion across an 11-unit uprate plan to squeeze more power out of old plants. The agreement has sparked a broader rally in nuclear energy stocks and Australian uranium miners.
Why it matters
Technology corporations face unprecedented energy demands driven by the rapid expansion of artificial intelligence infrastructure and data centers. Power-hungry operations are increasingly turning to nuclear energy and specialized generation assets to meet soaring electricity requirements. This trend includes both securing nuclear uprates and supporting microgrid developments, such as a natural gas project in Wyoming.
What is confirmed
- Google signed a long-term agreement with Constellation Energy to support upgrades at nuclear power plants and bring 890 MW of new nuclear capacity to the PJM grid.
- Constellation plans to invest $4.3 billion in an 11-unit uprate plan.
- Black Hills plans $1.8 billion in natural gas generation and will manage a 2.1-GW microgrid to power Google's planned data center in Cheyenne, Wyoming.
What to watch next
- Execution and completion timelines for the 11-unit nuclear uprate plan
- Progress on the Black Hills natural gas generation and microgrid project in Wyoming
- Potential follow-up power purchase agreements by Big Tech companies for carbon-free energy
confidence 100%Sources used for this update (18)
- ai.google — Google AI - How we're making AI helpful for everyone
- en.wikipedia.org — Google - Wikipedia
- www.google.com — Google
- about.google — About Google: Our products, technology and company ...
- about.google — About Google: History, office locations, commitments ...
- Yahoo Finance — Google signs 20-year nuclear deal with Constellation Energy to power AI build-out
- CNBC — Google squeezes more power from existing nuclear plants in Constellation deal. These stocks benefit
- The New York Times — A New Trend in Nuclear Energy: Squeezing More Power Out of Old Plants
- search.google — Google Search - A new kind of help
- The Verge — Google’s power-hungry data centers crave nuclear energy
- Yahoo Finance — CEG, VST, TLN Jump: Google’s Power Deal Sparks A Nuclear Rally
- www.constellationenergy.com — Google and Constellation Announce Landmark Agreement to Bring 890 MW of New Nuclear Capacity to PJM Grid as Part of Long-Term Power Deal
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