Baltimore-based Constellation Energy has entered into a significant long-term partnership with Google aimed at expanding electricity supply and integrating advanced artificial intelligence (AI) into power grid management. Announced on Tuesday, the agreement features a 20-year power purchase deal and a separate technology collaboration designed to strengthen grid performance and support clean energy development across multiple states.
Under the power purchase agreement, Google will acquire 2,700 megawatts of electricity over 15 years from the PJM grid, which stretches across Maryland, the District of Columbia, and a dozen other states, serving approximately 67 million people. This purchase will enable Constellation to invest more than $4.3 billion to upgrade 11 nuclear units in Pennsylvania, New Jersey, and Illinois. Improvements to six plants within this group are expected to add roughly 890 megawatts of generating capacity, equivalent to the output of a new nuclear reactor, enhancing the reliability and output of the existing nuclear fleet.
Alongside the power deal, the companies will launch a five-year "AI for Energy" partnership involving Google Cloud and Gemini Enterprise to develop next-generation grid operations. This alliance aims to use artificial intelligence to reduce infrastructure costs, optimize plant performance, and ensure sufficient electricity generation to meet rising demand driven by the expansion of data centers, manufacturing, and industrial electrification.
Google’s global head of energy and power, Amanda Peterson Corio, said the company is committed to responsibly supporting its growth by investing in clean, reliable power that increases grid capacity. Both Google and Constellation have also pledged to explore new opportunities for clean-energy generation and storage across the United States, as well as policies that promote clean-energy technologies.
The deal follows closely on the heels of a similar 20-year agreement between Constellation and Amazon, under which the tech giant will purchase power from Maryland’s Calvert Cliffs nuclear plant. As part of that arrangement, Constellation plans to invest $3 billion in the Lusby site to boost generation capacity, renew its operating license, and explore development of small modular reactors.
Joe Dominguez, Constellation’s chairman, president, and CEO, emphasized the critical role of preserving and expanding nuclear power alongside new clean generation to meet the nation’s growing energy needs while maintaining affordability for consumers. He expressed hope that the partnership with Google will serve as a model for collaboration between technology companies and the energy sector, demonstrating how large power customers can support new supply additions without regulatory mandates or cost increases passed on to residential customers.
Constellation’s modernization efforts under the agreement will include upgrades to turbines, steam generators, and digital control systems at existing plants. The initiative is expected to generate approximately 7,200 new construction jobs and maintain about 4,400 current positions, supporting economic growth alongside infrastructure development.