Google contracts for 3.6 GW of power from Constellation Energy in the US' largest power grid, with new nuclear energy accounting for ~25% of that supply (Laila Kearney/Reuters)

Google’s multi-gigawatt power agreement with Constellation Energy underscores how electricity supply has become a core strategic constraint for hyperscale IT, AI infrastructure, and data center growth. The deal’s inclusion of new nuclear power signals a shift toward long-term, carbon-aware baseload procurement to secure capacity, improve reliability, and manage rising demand from AI workloads. For IT organizations, energy strategy is increasingly part of digital infrastructure planning, affecting cloud capacity, resiliency, sustainability commitments, and total cost of ownership.