Google + Constellation (6 Oct) announce a 20-year PPA that funds uprates at 11 nuclear units in IL/PA/NJ to add 890 MW of new capacity to PJM (first uprate expected 2028; full package targeted before end-2032) plus a separate 15-year / 2,700 MW supply agreement on existing fleet — Constellation also expands a five-year Google Cloud / Gemini Enterprise alliance. Soft hold: no Google data-center offtake MW named; price not disclosed.
Google and Constellation’s 6 Oct 2026 Press Corner release announces a 20-year power purchase agreement that funds equipment and technology upgrades at 11 Constellation-owned nuclear units across six sites in Illinois, Pennsylvania and New Jersey, adding 890 MW of new capacity to the PJM grid — first uprate expected in 2028, full package targeted before end-2032 — plus a separate 15-year / 2,700 MW supply agreement on the existing fleet, with Constellation citing more than $4.3B of investment and an expanded five-year Google Cloud / Gemini Enterprise alliance. Soft hold: no named Google campus offtake megawatts; PPA price undisclosed. Ops frame: Google-funded nuclear uprates adding firm MW to PJM, not a greenfield reactor. Distinct from the Oct 2 Google space-sat Brief and from Oct 6 Applied Digital Finland power-access.
Sources: Google Cloud Press Corner — 890 MW new nuclear capacity to PJM (2026-10-06) · Google blog — backing America’s existing nuclear plants · Soft hold: no named campus offtake MW; PPA price undisclosed; Google blog “>1.5 GW” cumulative nuclear claim is company framing