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Google signs for 3.6 GW from Constellation, including upgraded nuclear plants

The context on PJM's power shortfall explains why data-center deals now come with new generation attached.

Google contracted for 3,590 megawatts of power from Constellation Energy in PJM, the largest U.S. grid, Reuters reports. That includes a 20-year agreement for 890 megawatts from upgrades at 11 existing nuclear units in Illinois, Pennsylvania and New Jersey, with the first power expected in 2028, and a 15-year supply deal for another 2,700 megawatts not tied to a specific source. Constellation will invest more than $4.3 billion. The companies present it as a response to PJM's proposal that data centers bring their own power.

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