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.

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.