The Power Allocation

Google's Geothermal Expansion

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In this episode of The Power Allocation, we analyze Google's deal with Ormat Technologies and NV Energy for up to 150 megawatts of new geothermal capacity in Nevada—and why geothermal is emerging as a strategic power source for hyperscalers.

Geothermal has a unique advantage: it's baseload. Unlike solar and wind, geothermal runs 24/7 at consistent output—matching data center load profiles almost perfectly.

Key topics covered:

  • Why the Ormat deal is for new capacity, not existing plants—genuine additionality
  • Nevada's Basin and Range geology and streamlined geothermal permitting
  • Google's Fervo Energy partnership: 115MW of enhanced geothermal using oil & gas drilling techniques
  • How Google is approaching 300MW of geothermal—enough for a medium-sized campus
  • The geographic limits of geothermal and where it makes strategic sense

    • About The Power Allocation: Brought to you by Spring Street Management Group, translating data center and energy hype into real infrastructure and assets on the daily.

    Keywords: Google geothermal, Ormat Technologies, NV Energy, Fervo Energy, enhanced geothermal, Nevada data center power, baseload renewable, 24/7 clean energy, geothermal data center

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    The Power AllocationBy Spring Street Management Group