Google Secures 890 MW Of Nuclear Power from Constellation Energy
Google/Alphabet (NASDAQ:GOOG) says it has contracted 3,590 megawatts of power from Constellation Energy (NASDAQ:CEG) in the largest US power grid, PJM Interconnection, which serves 67 million people across 13 states and Washington, D.C. New nuclear energy will account for about a quarter of that supply, or 890 megawatts. Artificial intelligence and data center expansion have drastically increased…
Google, the tech giant, has secured 890 megawatts of nuclear power from Constellation Energy for its expanding data centers across the United States. This deal, a part of the PJM Interconnection grid that serves 67 million people, marks a significant shift towards reliable, firm power as data centers' energy demands surge. The 20-year power purchase agreement will aid in upgrading 11 Constellation-owned nuclear units in Illinois, Pennsylvania, and New Jersey, enhancing their thermal and electrical efficiency.
This move comes as data center electricity consumption is projected to double globally by 2030, potentially accounting for up to 12% of total electricity consumption in countries like the US. The need for this power surge has led to an 11-fold increase in PJM capacity prices since 2024, with the grid currently facing a power shortfall.
Other major tech companies, including Microsoft, Amazon, and Meta, have also invested in nuclear power, with Constellation Energy offering power purchase agreements for 690 megawatts in Maryland and 1,121 megawatts for Meta. These agreements are part of a broader strategy to ensure a stable and sustainable electricity supply for data centers, driven by the increasing energy demands of technologies like generative artificial intelligence.
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