Google Nears Nuclear Power Deal With Constellation

Google is close to signing a nuclear power deal with Constellation Energy worth one billion dollars or more, the latest sign that the artificial intelligence boom is turning the nuclear industry into Big Tech's favorite electricity supplier. The multi-year agreement could be announced as soon as this week, according to Bloomberg News, which first reported the talks on Monday. People familiar with the discussions told Bloomberg the exact scale and location of the supply have not been made public, and both Google and Constellation declined to comment.

If it lands, this nuclear power deal would be Google's most significant direct purchase of nuclear electricity to date, and it arrives just days after Amazon signed a comparable contract with the same company. The back-to-back agreements show that the race for firm, carbon-free power is moving faster than ever.

What the reported deal involves

According to Bloomberg, Google would pay Constellation one billion dollars or more over the course of the agreement, making this nuclear power deal one of the largest corporate nuclear purchases ever announced. The report did not specify which reactors would supply the electricity or how many years the contract would run. Constellation is the largest operator of nuclear reactors in the United States, and it has become the go-to supplier for tech companies hunting for reliable power.

Neither side is talking yet. Reuters noted that Constellation declined to comment, while Google could not be reached outside regular business hours, reported by Reuters in its coverage of the Bloomberg scoop. That silence is standard for deals still being finalized, and the announcement could still shift in timing or terms.

Google's 2026 nuclear timeline

This would not be Google's first nuclear power deal of the year. Last year, the company partnered with NextEra Energy on a project to restart an Iowa nuclear plant, and in May 2025 it teamed with Elementl Power to develop three new plants. Then in September 2026, Google signed an agreement with Georgia Power, a unit of Southern Company, to support power upgrades at the Vogtle and Hatch nuclear stations that could add about 96 megawatts of capacity.

That Georgia deal shows Google's evolving playbook: rather than only building new reactors, it is paying to squeeze more electricity out of existing ones. The upgrade work, which still needs approval from the Georgia Public Service Commission, would modify turbines, pumps, motors and cooling systems, and Georgia Power says it could deliver about 900 million dollars in projected customer benefits over the lives of the units. Structuring the upgrade as a nuclear power deal lets Google claim the clean electricity while keeping ordinary customers shielded from the upgrade costs, according to Georgia Power.

Constellation's Big Tech winning streak

Constellation was already having a blockbuster week before the Google news broke. On September 30, Amazon signed a 20-year nuclear power deal with Constellation for the Calvert Cliffs plant in Maryland, a pact that runs to 690 megawatts in total, including 190 megawatts of new capacity expected by 2032, according to JQJO's reporting on the announcement. The partnership is expected to unlock three billion dollars in regional infrastructure investment for plant upgrades, relicensing and advanced nuclear technology.

Calvert Cliffs generates about 80 percent of Maryland's carbon-free electricity and powers more than 1.3 million homes, so the Amazon nuclear power deal locks in a large share of the state's clean power for two decades. Constellation has also signed nuclear supply agreements with Microsoft, which backed the restart of the Crane Clean Energy Center in Pennsylvania. For readers following the broader trend, our earlier look at how Big Tech went nuclear to feed AI's data center hunger maps out where these pacts began.

Why AI giants keep buying nuclear

The driver is simple: data centers consume enormous amounts of electricity around the clock, and AI computing is pushing demand sharply higher. Nuclear plants run nearly all the time and emit no carbon dioxide, which makes them an unusually good match for tech companies that need steady power while meeting climate commitments.

The numbers behind the surge are striking. Goldman Sachs has projected that United States data center power use will roughly triple between 2023 and 2030, requiring about 47 gigawatts of new generation capacity. The Breakthrough Institute counts more than 70 gigawatts of prospective new American nuclear capacity in the pipeline, with large technology companies directly tied to 41 percent of it. For context, that much capacity could power tens of millions of homes. Every deal like this one locks in a slice of that future supply before it gets scarce.

What skeptics are watching

Not everyone is cheering. Energy analysts note that many of these corporate nuclear deals fund upgrades to existing reactors rather than brand-new ones, so they add relatively little net generation. The 96 megawatts Google backed in Georgia is modest next to the gigawatt-scale demand of a single large data center campus. Upgrades also depend on engineering success and regulator sign-off, which can take years.

Critics also point to cost history: new reactors have a record of running over budget and behind schedule, and no permanent disposal site for nuclear waste exists in the United States. The counterpoint from supporters is that buying uprates and restarts is exactly how you get carbon-free power quickly, while advanced reactor designs mature toward the 2030s. This new nuclear power deal, if announced this week, will give both camps fresh data to argue over.

For now, all eyes are on the expected announcement. A confirmed nuclear power deal would make Google the third major tech company to sign with Constellation, cementing the reactor giant's position as the industry's landlord of last resort for clean, always-on electricity. Watch regulatory filings and company statements in the coming days, and keep browsing The Feed for the latest.