Top 8 Enhanced Geothermal Data Center Projects: Google’s 150 MW Ormat Deal and Meta’s 300 MW Pacts (2025-2026)

Hyperscale data center operators are aggressively pursuing large-scale geothermal power agreements to secure the 24/7 “clean firm” energy required for AI workloads, bypassing traditional grid constraints. This strategic shift is being led by tech giants like Google and Meta, who are acting as crucial anchor offtakers to de-risk and commercialize the next-generation geothermal industry. Key deals in 2025 and 2026, including Google’s 150 MW agreement with Ormat and Meta’s dual 150 MW contracts with XGS Energy and Sage Geosystems, signal a market pivot toward dedicated, baseload renewable power. The dominant theme is the rise of privately-funded energy infrastructure to meet the fivefold projected growth in U.S. data center power demand by 2030.

The following projects, announced or advanced between January 2025 and April 2026, highlight the most significant commercial activities in the geothermal-for-data-center market.

1. Quaise Energy Plans 250 MW Project for AI Campus

Company: Quaise Energy / (AI Campus Developer)
Installation Capacity: 250 MW
Applications: Powering a future AI data center campus in Newberry, USA.
Source: Posts and White Papers – Tidal Wave Technologies, LLC

2. Google Signs 150 MW Geothermal PPA with Ormat

Company: Google / Ormat Technologies
Installation Capacity: 150 MW
Applications: Supplying Google’s Nevada data centers with baseload clean energy via NV Energy.
Source: Ormat inks geothermal PPA for 150 MW to power Google’s Nevada …

3. CTR Launches 600 MW American Data Power Complex

Company: CTR (Controlled Thermal Resources) / (Hyperscale Data Centers)
Installation Capacity: 600 MW
Applications: An integrated energy complex designed specifically to power hyperscale data centers.
Source: CTR Launches American Data Power to Deliver 600 MW Energy …

4. Switch Secures 13 MW PPA with Ormat Technologies

Company: Switch / Ormat Technologies
Installation Capacity: 13 MW
Applications: Long-term baseload power for Switch’s colocation data center campuses in Nevada.
Source: Switch signs 13 MW geothermal PPA with Ormat Technologies in …

5. Shell Energy and Fervo Energy Announce 31 MW PPA

Company: Shell Energy / Fervo Energy
Installation Capacity: 31 MW
Applications: Supplying geothermal power to retail load customers, which include data centers.
Source: Google, Cal STRS, others back $462 M funding round for geothermal …

6. Meta and XGS Energy to Develop 150 MW Project

Company: Meta / XGS Energy
Installation Capacity: 150 MW
Applications: Powering Meta’s AI infrastructure and data centers in New Mexico with next-generation geothermal.
Source: Meta signs geothermal power deal for New Mexico data centers

7. Meta Signs 150 MW PPA with Sage Geosystems

Company: Meta / Sage Geosystems
Installation Capacity: 150 MW
Applications: Securing firm power for AI data centers from a project planned east of the Rocky Mountains.
Source: Meta inks a new geothermal energy deal to support AI – The Verge

8. Google Gets Approval for 115 MW Fervo Energy Deal

Company: Google / Fervo Energy
Installation Capacity: 115 MW
Applications: Adding 24/7 enhanced geothermal power to Google’s energy portfolio for its Nevada data centers.
Source: Google Secures Approval for Geothermal to Power Data Centers

Table: Top Geothermal-Data Center Power Agreements (2025-2026)

AI Data Centers, Google and Meta Drive 1.46 GW Geothermal Surge

The staggering power demands of AI are forcing a strategic diversification in corporate energy procurement, driving adoption beyond hyperscalers. While Google and Meta are leading the charge with a combined 565 MW in new PPAs, the market is broadening. Colocation giant Switch’s 13 MW deal with Ormat demonstrates that even enterprise-focused data centers require the long-term price stability and reliability of baseload geothermal. This trend has spurred direct investment into geothermal data centers. More profoundly, developers like CTR are moving beyond simple PPAs to build integrated, master-planned energy and data campuses, like its 600 MW “American Data Power” complex, signaling a future where power generation is co-located and designed specifically for data center loads.

Geothermal Power Surges for AI

This infographic visualizes the surge in geothermal projects for AI, directly supporting the section’s focus on Google, Meta, and the overall market expansion.

(Source: CarbonCredits.com)

Beyond Nevada, Sage Geosystems and Meta Expand Geothermal to New US Regions

While the geothermal heartland of Nevada remains a critical hub for development—hosting major projects for Google, Fervo, Ormat, and Switch—the latest deals show a deliberate geographic expansion. This push into new territories is essential for aligning power generation with the distributed nature of data center infrastructure. Meta’s strategy is particularly illustrative; its 150 MW deal with XGS Energy is sited in New Mexico, while its 150 MW agreement with Sage Geosystems is the first major project announced “east of the Rocky Mountains.” This move is significant, as it suggests that next-generation geothermal technologies are successfully unlocking resource potential outside traditional high-temperature zones. Similarly, plans for massive data center campuses like Joule Power‘s 12 GW vision in Utah are predicated on tapping into the state’s significant, though historically underdeveloped, geothermal resources.

1.46 GW in Deals, Enhanced Geothermal Moves from Pilot to Commercial Scale

The slate of recent agreements demonstrates a rapid maturation of the geothermal technology stack. The market shows a healthy mix of established and next-generation solutions. Conventional, hydrothermal technology from established players like Ormat Technologies remains a bankable source of large-scale, reliable power, as seen in its 150 MW deal with Google. Simultaneously, Enhanced Geothermal Systems (EGS) have officially moved from pilot to commercial viability. Fervo Energy’s 115 MW PPA with Google is a landmark validation of the technology’s ability to provide 24/7 power at scale. Further down the innovation pipeline, Meta‘s dual investments in XGS Energy‘s closed-loop system and Sage Geosystems‘ hybrid approach show hyperscalers are now willing to underwrite and commercialize multiple next-generation technologies to secure their future energy supply, accelerating the entire industry’s development cycle.

Next-Gen Geothermal Projects Grow

This chart supports the section’s theme by showing the steady increase in next-generation projects, visually confirming that Enhanced Geothermal Systems (EGS) are moving to commercial scale.

(Source: Trellis)

Google, Meta 1.46 GW Geothermal Push Signals Grid Bypass Trend (2026-2028)

If utility interconnection queues and transmission constraints continue to stifle data center growth, expect hyperscalers to increasingly bypass the public grid by directly funding and co-locating dedicated power plants. The most critical strategic action to watch for is the acceleration of privately financed “AI power campuses” that merge gigawatt-scale energy and computing infrastructure into a single project.

• The clearest signal of this trend is CTR‘s “American Data Power” initiative, a 600 MW hybrid energy complex explicitly designed to serve hyperscale clients, moving beyond a simple PPA to a fully integrated energy-as-a-service model.
• Meta‘s “shotgun” strategy of backing multiple next-generation developers (XGS Energy, Sage Geosystems) simultaneously indicates it is not waiting for a single winner but is actively cultivating a diverse ecosystem of private power providers to ensure supply chain resilience.
• Joule Power‘s blueprint for a 12 GW AI campus in Utah, a state rich in geothermal potential, represents the ultimate endgame of this trend: massive, vertically integrated developments that treat power generation as a core component of the data center itself.
• Google‘s continued role as an anchor offtaker for both established (Ormat) and pioneering (Fervo) geothermal firms solidifies its position as a market catalyst, providing the financial certainty needed to get capital-intensive projects built.

Data Center Growth Fuels Grid Bypass

The chart’s forecast of doubling data center capacity by 2030 provides crucial context for why hyperscalers are pursuing grid bypass strategies and developing dedicated ‘AI power campuses’.

(Source: CarbonCredits.com)

The questions your competitors are already asking

This report covers one angle of the commercialization of next-generation geothermal power for AI data centers. The questions that matter most depend on your work.

• Which geothermal developers are gaining ground in the race to power AI data centers?
• What is the outlook for enhanced geothermal deployment in the US data center sector by 2030?
• Which hyperscale operators beyond Google and Meta are adopting geothermal power to bypass grid constraints?

This report does not answer these. Enki Brief Pro does.

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