3,590 MW. Two agreements. One distinction worth understanding.
Google and Constellation’s October 6 announcement combines 890 MW of planned additional nuclear capacity with a separate 2,700 MW energy supply agreement in PJM. Adding the figures is straightforward. Calling the entire total new nuclear capacity would be misleading.
What the numbers represent
890 MW: a 20-year agreement supports equipment and efficiency upgrades at existing nuclear units. The announcement describes additional output, not construction of a new reactor.
2,700 MW: a separate 15-year arrangement covers energy supply in PJM. The release does not describe all this supply as new or exclusively nuclear.
Why the distinction matters
Our analysis: a supply contract and an expansion of generating capacity answer different business questions. One concerns securing electricity; the other concerns increasing the amount the system can produce. Neither headline number, by itself, establishes that the power is available today.
When evaluating infrastructure announcements, ask: what already exists, what must still be built or upgraded, and what timing or conditions stand between the agreement and delivery? These questions are more useful than treating every megawatt in a headline as interchangeable.
Follow the physical infrastructure
Capital Unpacked examines the business behind technology: power, computing, construction and the contracts connecting them. Follow our coverage for clear explanations of the numbers behind the headlines.
Subscribe to Capital Unpacked Brief · Watch our AI electricity explainer.
Source: Google and Constellation’s joint announcement, October 6, 2026. Reviewed October 12, 2026.
Questions or factual corrections: corrections@capitalunpacked.com.
