Google 与 Constellation 签 20 年核电协议升级六座核电站
Google’s power-hungry data centers crave nuclear energy
Google 与美国最大核电运营商 Constellation 签署 20 年购电协议，升级伊利诺伊、宾夕法尼亚和新泽西六座核电站的 11 台反应堆，预计五年内新增 890MW 核电容量，Constellation 称其代表超过 $4.3 billion 的新投资。
原文给出交易规模、升级机组数量和 PJM 电网供需背景，读者可以据此理解 AI 数据中心如何推动核电扩容。
Google announced a new agreement to update six nuclear power plant sites across the US as the tech giant seeks to generate more electricity for its power-hungry data centers.
Google signed the 20-year deal with Constellation, the leading nuclear power plant operator in the US. The power purchase agreement is meant to guarantee the revenue needed to cover the cost of efficiency upgrades at existing nuclear plants and “represents more than $4.3 billion of new investment by Constellation,” according to the press release.
Over the next five years, the companies expect new equipment at each site to collectively lead to 890 megawatts of additional nuclear capacity. That’s roughly equivalent to the amount of electricity one large new nuclear reactor or three small modular reactors might generate, according to Google and Constellation.
PJM has struggled lately to meet growing demand from AI data centers
They plan to modernize 11 reactors at six sites in Illinois, Pennsylvania, and New Jersey. Each is connected to the PJM Interconnection grid, the largest power grid in the US, which spans 13 states and the District of Columbia — including the nation’s largest hub for data centers in Loudoun County, Virginia.
PJM has struggled lately to meet growing demand from AI data centers. An independent market monitor filed a complaint last year with the Federal Energy Regulatory Commission (FERC) saying that PJM was planning to allow huge data centers to connect to the grid that it could not reliably serve, which could lead to blackouts.
In January, the Trump administration and governors from all of the states where PJM operates issued a joint statement calling on PJM to hold an “emergency” power auction to support the buildout of new power plants through long-term contracts. PJM postponed its auction last week following a directive from FERC to revise its proposal in order to ensure stronger protections to prevent data centers from raising electricity bills for other customers. Electricity rates have skyrocketed in states connected to PJM, including New Jersey, where prices have climbed 54 percent over five years.
Along with the nuclear power deal, Google also inked a separate, much larger 15-year energy supply agreement with Constellation meant to guarantee continued revenue for other existing power plants Constellation operates within PJM, regardless of fuel type. Nuclear energy made up 70 percent of Constellation’s total generating capacity last year, and another 8 percent came from renewables. Gas and oil made up the remaining 22 percent, according to the company’s latest sustainability report. Gas also accounts for the largest chunk of PJM’s fuel mix. At 2,700MW, the second deal is much larger than the nuclear power purchase agreement.
Data centers are driving a surge in new gas infrastructure projects in the US, moving many tech companies further from their sustainability goals. Google’s carbon emissions rose by 18 percent last year along with a jump in electricity demand of 37 percent, according to the company’s latest sustainability report.
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- Justine Calma
来源：The Verge：订阅版科技 · theverge.com