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Energy & Climate · 3 min read

Google Signs 3.6 GW Power Deal With Constellation Energy, Betting on Nuclear to Feed AI Data Centers

Google signed a 3.6-gigawatt power agreement with Constellation Energy — the largest deal on the PJM grid — with nuclear accounting for 25% of supply to power AI data centers starting in 2028.

Oct 7

Energy & Climate · 4 min read

PJM CEO Says America's Largest Grid Needs a Fundamental Redesign to Survive the AI Boom

The CEO of PJM Interconnection — which manages electricity for 65 million people across 13 states — says the U.S. grid needs a fundamental structural redesign, not upgrades, to absorb AI-driven data center demand.

May 8