Advanced geothermal power could supply nearly two-thirds of new data center demand by 2030, according to an analysis by the Rhodium Group. The additions would quadruple the amount of geothermal power capacity in the U.S. — from 4 gigawatts to about 16 gigawatts — while costing the same or less than what data center operators pay today.

"Geothermal can meet 100 percent of anticipated data center demand growth in 13 of the 15 largest markets using the most promising cooling approach"

Off-grid geothermal is ideal to meet surging AI demand because it gets around interconnection issues that hinder wind and solar, the Rhodium Group noted.