Google’s 20‑Year Nuclear Power Bet Could Be A Game Changer For Alphabet (GOOGL)

Earlier this month, Google and Constellation Energy agreed a 20‑year nuclear power deal worth US$4.30 billion to add 890 megawatts of new capacity to the PJM grid, securing long-term clean electricity for Google's expanding AI and cloud data centers. This long-horizon power purchase links Alphabet's AI ambitions directly to physical energy infrastructure, underlining how data center growth now depends on locked-in, carbon-free power supplies. We'll now examine how this long-term nuclear power commitment could influence Alphabet's AI-led investment narrative and capital-intensity profile. Invest in the nuclear renaissance through our list of 16 elite nuclear energy infrastructure plays powering the global AI revolution.