Google is on the brink of locking in a $1 billion-plus nuclear power contract with Constellation Energy Corp, Bloomberg reports. The multi‑year deal would supply electricity to the company’s sprawling data centers, which are powering an AI renaissance that has spiked demand for reliable, low‑emission power.
Earlier this year, the Alphabet giant signed a similar pact with NextEra Energy to buy nuclear electricity, and last month it secured upgrades at two Southern Co. plants. In addition, Google plans to restart the Duane Arnold reactor in Iowa, which has been idle since 2020.
Why nuclear? Because these plants offer 24‑hour baseload output without carbon, a precious commodity as data‑center heat loads climb and electricity tariffs swing. Building new reactors would take a decade, so companies are leaning on existing facilities.
The move mirrors a broader industry trend: Amazon last week agreed to purchase 690 MW from Constellation's Calvert Cliffs upgrade, while Microsoft signed a 2024 deal to tap the Three Mile Island plant.
The Constellation talks are still confidential, but insiders say a signing ceremony could happen later this week, paving the way for Google to secure a stable power supply that matches its AI expansion.