Google Secures 3.6GW For Data Centres

Google has signed a 3.6-gigawatt power agreement with Constellation Energy, securing long-term electricity supply for its expanding data-centre network as artificial intelligence puts growing pressure on US generation and grid capacity.

The agreement covers 3,590 megawatts within PJM, the largest US electricity market. Of that total, 890 megawatts will come through a 20-year purchase agreement linked to upgrades at 11 Constellation nuclear units in Illinois, Pennsylvania and New Jersey. A further 2.7 gigawatts will be supplied under a separate 15-year arrangement.

Constellation plans to invest more than $4.3 billion across its generation fleet, with part of the spending directed towards increasing output from existing reactors. The first additional nuclear power is expected from 2028, with the wider programme extending into the early 2030s.

The agreement reflects a structural change in data-centre development. Power availability is becoming as important as land, fibre connectivity and computing hardware when selecting new sites. New grid connections and generation projects can take years, making long-term electricity contracts increasingly valuable to operators planning large AI campuses.

That is pushing technology companies deeper into energy infrastructure. Rather than simply purchasing electricity from the grid, hyperscalers are increasingly supporting nuclear uprates, renewable projects and new generation capacity to secure predictable supply. PJM has already faced rising demand from data centres and higher capacity prices, increasing pressure on large users to support additional power resources.

Google’s deal illustrates how AI investment is reshaping infrastructure planning. Future data-centre growth will increasingly depend on which operators can secure firm electricity early, turning access to generation capacity into a competitive advantage alongside chips, land and network connectivity.