Is Google that confident in Geothermal? Or that desperate for power?
Probably both.
What strikes me is the fast timeline – generating for the grid in ’26-’27 time frame.
I’ve been saying for years that Geothermal is the dark horse, and it might be breaking from the pack right now.
- Enhanced geothermal company Fervo Energy announced Tuesday that it has made a 396-MW power purchase agreement with Google, the largest-ever geothermal PPA, with Google planning to use that power as a “foundational building block” for a potential data center in Utah.
- “As part of the PPA, Fervo will offer Google an option to expand its offtake by approximately 600 MW, for a total of nearly 1 GW, by June 2030,” Fervo said. “Final data center plans remain subject to a variety of factors including engineering feasibility, state and local approvals, and commercial conditions.”
- In a Tuesday research note, financial services company William Blair said the PPA deal “increases contracted revenue across Fervo’s portfolio by about 65% and strengthens our belief that Fervo’s enhanced geothermal systems provide a critical solution to address our ‘baseload imperative’ thesis by delivering firm, dispatchable power to fuel AI data centers.”
Wall Street Journal:
The agreement for nearly 400 megawatts of electricity is enough to power a midsize city and would be Fervo’s largest-ever power deal. Fervo plans to begin selling power to Google in 2028 from its Cape Station project in southwestern Utah.
Google intends to buy the power for a data center in Utah—though it has yet to determine the location. The company still needs to work with local communities and go through state and local regulatory approvals before it can move forward with the plans.
Continue reading “Google’s Big Geothermal Bet”


