GOOGL · News · 20260921N

Nuclear Power Capacity Agreements

Alphabet Inc. · 2026-09-21 · Importance 34 · Surprise 42 · In source text

Google signed an agreement with Georgia Power to upgrade the Vogtle and Hatch nuclear plants, potentially adding 96 megawatts of capacity, subject to regulatory approval. The arrangement is associated with approximately $900 million in customer benefits and includes Google subscribing to a new tariff and receiving Zero-Emission Credits. Separately, Kairos Power selected Samsung C&T to help build a 50-megawatt demonstration reactor targeted for completion by 2030 for Google’s power needs.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
operating_incomenegativeprobable-0.4%Georgia Power and Google have announced a $900 million deal for nuclear power plant uprates aiming to add approximately 96 megawatts to…