Google Turns PJM Nuclear Uprates Into a 3.6-Gigawatt AI-Grid Power Rail

Google and Constellation announced a long-term PJM power package on October 6, 2026, centered on 890 MW of new nuclear capacity from uprates at existing reactors and 2,700 MW of additional supply. The structure matters because it links AI data-center growth to new firm capacity, demand flexibility, and AI-assisted grid operations rather than treating clean power as a certificate-only procurement exercise.