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    Two cooling towers at a nuclear power station release white vapor beside green fields, with electricity pylons running across the foreground in morning light.
    Alternative Investments

    Google's 890 MW Nuclear Deal and the Grid It Plugs Into

    TL;DR: Google signed a 20 year power purchase agreement with Constellation Energy on October 6, 2026. It funds upgrades at 11 nuclear units that add 890 megawatts to the PJM grid, backed by more than…

    Jeff Barnes, MBA··6 min read
    Close-up of polished steel turbine blades in a power plant, lit by a cool glow.
    Alternative Investments

    Google's 890 MW Constellation Deal: What Isn't Priced

    TL;DR: Google and Constellation Energy signed a 20 year power purchase agreement on October 6, 2026 to add 890 megawatts of nuclear capacity to the PJM grid through upgrades at 11 reactors in Illinoi…

    Jeff Barnes, MBA··6 min read
    Elevated view of a nuclear power station at twilight, with cooling towers, reactor buildings and power lines stretching toward a distant lit data-centre campus.
    Alternative Investments

    Google and Constellation Sign 890 MW Nuclear Deal

    TL;DR: Google and Constellation Energy announced a 20 year power purchase agreement on October 6, 2026. It adds 890 megawatts of nuclear capacity to the PJM grid through upgrades at 11 reactors, and …

    Jeff Barnes, MBA··5 min read