Google buys up to 996 MW of geothermal power from Fervo for Utah data center

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Google geothermal power deal

Highlights

Google agreed to purchase up to 996 MW of geothermal power from Fervo's Cape Station in Utah, with 396 MW contracted initially for 2028.
Fervo's Cape Station may be developed to 4 GW, potentially doubling total U.S. geothermal capacity and supporting Google's AI-driven data center expansion.
Fervo shares rose about 30% after the Google deal announcement, reflecting strong investor interest in large-scale next-generation geothermal contracts.

Utah geothermal supply plan

As reported by TechCrunch, the power purchase agreement announced Tuesday links Google to Fervo’s Cape Station power plant in Utah, where the initial contracted capacity totals 396 megawatts. The project is expected to come online in 2028, and the option for additional purchases could lift the total to nearly 1 gigawatt.

The deal comes as Google and other hyperscalers seek new electricity sources to support fast-growing data center demand. Google has been one of the larger buyers of clean energy in the U.S. and other markets, using wind, solar, and battery purchases as part of its net-zero emissions target for 2030.

That target became more complex in April, when Google signed a 933-megawatt natural gas power deal in Texas with data center developer Crusoe. The Fervo agreement could support the company’s AI expansion while helping limit pressure on its clean energy strategy.

Fervo is permitted to develop up to 2 gigawatts at Cape Station, though Sarah Jewett, Fervo’s senior vice president of strategy, told TechCrunch in May that a third-party engineer said the site may hold enough heat to generate twice that amount.

Geothermal growth and market impact

If Cape Station is fully developed to 4 gigawatts, it would roughly double total U.S. geothermal generating capacity, based on a recent U.S. Department of Energy report cited in the source text. Enhanced geothermal systems such as Fervo’s are designed to reach deeper heat resources, and the same report says the U.S. could generate up to 57 terawatts of electricity using those technologies.

The agreement also extends a relationship between Google and Fervo that has lasted more than five years, including Google’s earlier purchases of Fervo power and its investment in the company’s last funding round before the startup went public. Fervo’s shares rose about 30% on news of the Google deal before giving back part of those gains the following day, showing investor focus on large contracted demand for next-generation geothermal power.

Our earlier article on the BLS 2025–2035 job-growth projections highlighted how AI adoption and expanding data-center infrastructure are expected to push electricity demand higher, lifting several energy-related occupations. We noted that while overall U.S. job growth is set to slow, renewable energy roles still rank among the fastest-growing, reflecting the buildout needed to support more power-hungry digital services.

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