Google compute deals

The 20-year agreement covers 890 MW of new nuclear capacity from uprates at 11 Constellation units, with the first uprate expected in 2028. A separate 15-year agreement supports 2,700 MW from existing generation on the PJM grid. Neither amount is a Google data-center allocation or evidence of energized data-center power. Constellation's stated $4.3B investment is not Google's contract value and is excluded.

Google campus under construction since June 2025. Connected to Goodnight 1 wind farm (265.5 MW, operational) and Goodnight 2 (265.5 MW, under construction). Wind generation ratings are not campus load or energized IT capacity. Campus MW, agreement value and first-capacity date are undisclosed. Separate from Crusoe’s Abilene campuses.

Crux AI launched as the U.S.-based compute-as-a-service company formed through the Blackstone and Google TPU cloud venture. Crux says Blackstone funds committed $5 billion in equity and Google will provide TPUs, software, and services. Crux plans to bring its first 500 MW of TPU capacity online in 2027 as the initial phase of a multi-gigawatt roadmap. The 500 MW is provider-level planned compute capacity, not a customer allocation; the source does not define critical IT load versus facility power or disclose site allocations. Bloomberg reported delays at proposed sites, including Google's scrapped plan for Crusoe to build in Cheyenne, but did not quantify the affected share or report a revised Crux-wide target. Keep the 2027 target as announced; no dated operating or energization evidence is established. The $5 billion is an equity commitment to the platform, not customer contract value or disclosed construction spend, and is excluded from financial totals.

Hardware: Google Tensor Processing Units (TPUs)

Google announced a €13B two-year Finland program covering digital infrastructure, clean energy, and partnerships. This is not a site cost or contract value. Google named activity in Hamina, Kajaani, Muhos, and Vaala, but disclosed no site-level MW or first-capacity dates. On October 6, 2026, the Finnish Licensing and Supervision Agency asked Tuike Finland Oy to suspend work that significantly changes the environment at the planned Muhos and Kajaani sites by October 23, until the environmental impact assessments are complete. The notice does not cover planning, measurements, soil studies, or other low-impact and readily reversible work. It is a permitting and delivery risk, not evidence of energization or a revised delivery date.