谷歌与星座能源达成3590兆瓦电力协议Google and Constellation Energy Strike 3,590-Megawatt Power Deal
谷歌与美国最大的核电运营商星座能源达成了一项总规模为3,590兆瓦的电力采购协议，以满足其数据中心不断增长的用电需求。根据两家公司于2026年10月6日公布的内容，新增核电容量占到该笔供电总量的约四分之一，预计将带动星座能源投入超过43亿美元的新投资，对其位于中西部和大西洋中部地区的核反应堆实施增容升级。整套交易方案包含一份为期20年的890兆瓦核电购电协议，覆盖伊利诺伊州、宾夕法尼亚州和新泽西州11个核电机组的技术改造，首批升级电量预计于2028年开始交付；谷歌还同时签署了来自PJM电网区域的额外2,700兆瓦长期供电合同，该部分电力未绑定具体发电来源。两家公司明确表示，达成该合作是对PJM互联电网管理层针对数据中心提出的“自带电力”政策提议的直接回应，旨在确保电网运行安全的同时锁定长期稳定的清洁能源供给。
Google has contracted for 3,590 megawatts of power from Constellation Energy in the largest U.S. power grid, with new nuclear capacity accounting for roughly a quarter of that total supply, the companies announced on Tuesday, October 6, 2026. The major commercial agreement will facilitate more than $4.3 billion in new capital investments by Constellation to boost output across its existing nuclear fleet in the Midwest and Mid-Atlantic regions. Under the terms of the deal, Google secured a 20-year power purchase agreement for 890 megawatts generated through reactor upgrades at 11 nuclear units across Illinois, Pennsylvania, and New Jersey, with initial deliveries scheduled to begin in 2028. In addition, Google entered into a long-term supply agreement for another 2,700 megawatts of power within PJM Interconnection that is not tied to a specific generation source. Both companies stated that the arrangement directly responds to PJM management's proposal requiring data center operators to bring their own power to safeguard grid reliability.
01协议概述与规模明细Deal Overview and Capacity Breakdown
按照两家企业达成的商业方案，该项3,590兆瓦的总体电力合作由两个不同性质的供应部分组成。核心部分是一份期限长达20年的购电协议，由谷歌向星座能源采购890兆瓦的电力。这部分电量全部来自星座能源现有核电站机组的技术升级工程，通过在既有反应堆上增加发电出力，形成针对数据中心的高可靠性清洁能源供给。
Under the commercial framework announced by both companies, the 3,590-megawatt transaction is structured into two distinct supply components designed to support expanding operations. The centerpiece of the package is a 20-year power purchase agreement for 890 megawatts, which Google will procure directly from capacity uprates at existing nuclear facilities operated by Constellation Energy to secure clean baseload electricity.
除针对特定核电机组扩容的采购外，谷歌还同星座能源签署了另一份规模达2,700兆瓦的长期供电协议。这批电能将接入覆盖13个州的PJM互联电网，其供电配额并不与某一座特定的发电厂绑定。谷歌方面表示，该项非绑定发电资产的长期协议，能够为星座能源旗下处于运营状态的发电设施提供长期稳定的商业收入确定性，同时保证数据中心在区域电网中获得连续的负荷支撑。
Alongside the targeted nuclear capacity additions, Google entered into a separate long-term supply contract for an additional 2,700 megawatts of electricity within the PJM Interconnection grid footprint. This larger volume is not tied to any single designated generation asset, providing Constellation's broader operating plant fleet with long-term revenue certainty while securing massive continuous power delivery for data center infrastructure.
02核电升级投资与实施时间表Nuclear Fleet Investment and Implementation Timeline
为落实890兆瓦的新增核电出力，总部位于马里兰州的星座能源将启动超过43亿美元的新资本投资。该工程旨在对现有核电站实施增容改造，提升反应堆的运行效率与发电能力，而非建设全新的核电机组。这项资本支出计划覆盖星座能源分布在中西部和大西洋中部地区的核电资产，使既有核反应堆能够在原有设施基础上向区域电网额外输送数以百兆瓦计的电力。
To deliver the 890 megawatts of incremental nuclear capacity, Maryland-based Constellation Energy will direct more than $4.3 billion in new capital investments toward uprating existing nuclear reactors across its Midwest and Mid-Atlantic fleet. The capital program focuses on boosting generation output from established facilities through comprehensive reactor modifications rather than constructing brand-new nuclear power plants, providing a practical mechanism to expand baseload electricity production on existing sites.
具体的增容改造工程涉及分布在伊利诺伊州、宾夕法尼亚州和新泽西州三个关键能源枢纽的11个核电机组，这些机组全部位于全美最大的电力调度网络PJM互联电网的运营范围内。根据两家公司公布的时间安排，首批完成技术升级的核电机组预计将于2028年开始向谷歌的数据中心正式输送电力，后续机组的扩容改造工程也将分阶段推进。
The physical upgrade work encompasses 11 individual nuclear units located across Illinois, Pennsylvania, and New Jersey, which all operate within the service territory of PJM Interconnection, the largest regional electric transmission network in the United States. Under the project timeline established by the two companies, the first tranche of upgraded nuclear units is slated to begin commercial electricity deliveries to Google data centers in 2028, with the remaining unit enhancements coming online in subsequent stages.
03电网政策驱动与PJM提议背景Grid Policy Context and PJM Proposal
这笔商业合作的达成与PJM互联电网管理层近期推进的政策提案直接相关。作为覆盖美国13个州的最大区域电网，PJM管理层此前提出一项针对大型用电负荷的监管提议，要求接入其电网系统的数据中心客户要么“自带电力”，要么在电网用电高峰期面临被远程切断电网供电的限制措施。电网运营方以此促使高耗能企业承担相应的电源建设与保供责任，维护整个区域电力网络的负荷平衡与运行稳定。
The transaction directly stems from regulatory proposals recently advanced by the management of PJM Interconnection, the operator of the nation's largest electrical grid spanning 13 states. Under a policy proposal presented to grid stakeholders, PJM management suggested requiring data center customers connected to its network to either bring their own power generation supplies or face the prospect of being remotely disconnected from grid power during periods of peak demand. This regulatory initiative aims to ensure grid reliability by placing the responsibility of power resource adequacy onto major new energy consumers.
谷歌与星座能源在声明中证实，本次敲定的3,590兆瓦整体供电协议正是对PJM管理层“自带电力”提议的直接回应。谷歌能源与电力全球主管阿曼达·彼得森·科里奥表示，公司致力于以负责任的方式支持业务增长，通过主动投资清洁、可靠的电力，为全美电网注入新的供电能力。通过出资支持核电机组升级并锁定长期供应，企业在保障自身运算设施能源供给的同时，避免了单纯依靠既有公共电网配额带来的潜在断电风险。
Google and Constellation Energy confirmed that their agreement serves as a direct response to PJM's "bring your own power" mandate. Amanda Peterson Corio, Google's global head of energy and power, stated that the company is committed to meeting its growth responsibly by actively investing in clean, reliable power that adds new capacity to national grids. By financing nuclear fleet uprates and securing long-term electricity volumes, the tech company seeks to sustain data center operations while insulating its computational infrastructure from peak-demand grid shutoffs.
04科技巨头锁定清洁能源的行业趋势Tech Industry Rush for Clean Power Supplies
美国主要科技公司正加速与电力生产商达成规模空前的购电协议，以确保分布在全美各地的数据中心获得海量电力供应。随着数据运算需求持续增加，科技行业正将目光投向核能资产，通过直接签约或出资支持核电站重启来获取不间断的基荷电力。
Major technology companies are accelerating efforts to lock in massive volumes of electricity supplies to support data centers across the United States through unprecedented commercial agreements with power producers. Faced with expanding computational workloads, enterprise tech firms are increasingly turning to nuclear energy assets to secure constant, around-the-clock baseload generation.
在过去两年中，同类核电采购与重启合作频繁出现。星座能源此前公布了一项重启其位于宾夕法尼亚州三里岛反应堆的协议，专门为微软的数据中心供电。与此同时，谷歌此前也签署了商业合同，推动重启NextEra能源公司位于艾奥瓦州的核电站设施。本次谷歌与星座能源达成的扩容合作延续了科技巨头通过锁定核能来满足能源需求的行业路径。
Over the past two years, several landmark agreements have targeted the reactivation and procurement of nuclear generation. Constellation Energy previously unveiled a commercial deal to restart its Three Mile Island reactor in Pennsylvania specifically to serve Microsoft data centers, while Google separately contracted to restart a nuclear power facility owned by NextEra Energy in Iowa. The new arrangement between Google and Constellation continues this broader industry pattern of major tech companies contracting directly with nuclear plant operators.
