Google and Constellation Sign 20-Year Nuclear Deal to Add 890 MW for AI-Era Power Demand

Google and Constellation Energy announced a 20-year power purchase agreement to add 890 megawatts of new nuclear capacity to the PJM grid, sending Constellation shares up roughly 14% on Tuesday. The deal is designed to fund upgrades at existing reactors rather than build a new plant from scratch, making it one of the clearest signs yet that AI-driven data-center growth is reshaping U.S. power markets.