Constellation is now Big Tech’s nuclear landlord: Google contracted 3,590 MW inside PJM, including 890 MW of new nuclear under a 20-year PPA backed by >$4.3B of $CEG investment from 2028, plus 2,700 M

What happened: Alphabet contracted with Constellation Energy for 3,590 MW of power in PJM, the largest US grid. About 890 MW is new nuclear capacity from upgrades at 11 existing reactors under a 20-year PPA, with the rest a long-term supply agreement for 2,700 MW. Key numbers: 3,590 MW total; 890 MW new nuclear; 2,700 MW supply Why it matters: The companies said the deal responds to PJM's "bring your own power" proposal, which would require large new loads to secure their own power or face curtailment. The deal is larger than Constellation's Microsoft, Meta and Amazon agreements combined.

Google taps nuclear power via Constellation as PJM adopts bring-your-own-power model.

Google taps nuclear power via Constellation as PJM adopts bring-your-own-power model. — impact context not separately stored; see What changed.