Is Geothermal the Next Big Power Play?

Fervo, XGS and Rodatherm report June 2025 advances as interest in reliable clean energy grows

24 Nov 2025

Geothermal energy is drawing renewed attention as the United States looks for dependable sources of clean electricity. Long seen as a specialized resource, it is now attracting investment, corporate partnerships and growing confidence among analysts who say rising electricity needs, particularly from data centers, are intensifying the search for round-the-clock power.

Developers have reported a wave of recent activity that suggests meaningful progress. Fervo Energy advanced work on its Cape Station project in Utah, a site supported by investors who view enhanced geothermal systems as a potential answer to reliability challenges. According to company representatives, demand is increasing for clean power that operates independently of weather conditions, a trend visible among utilities and major corporate buyers.

Technology companies are helping accelerate the shift. In June 2025, Meta announced a partnership with XGS Energy to support data center operations in New Mexico. XGS is developing geothermal systems that function without underground water, a design that could broaden the areas where such plants can be built. A member of Meta’s energy strategy team said the company is seeking clean and consistent electricity that can keep pace with large-scale, AI-driven operations.

New entrants are adding to the sense of momentum. Rodatherm secured Series A financing to expand a closed-loop geothermal design that circulates heat through sealed underground piping rather than natural reservoirs. Supporters of the approach say it could reduce environmental risks and expand the number of viable project sites.

Analysts view these developments as part of a larger shift in U.S. clean energy planning. Solar and wind remain central to decarbonization goals, yet their intermittency continues to challenge grid planners. Geothermal, they say, is emerging as a stable, low-carbon complement. High upfront costs, lengthy development timelines and permitting requirements still pose obstacles, but experts note that sustained interest, ongoing innovation and supportive policy signals are helping the sector gain traction.

Optimism is rising across the field. Many see the latest partnerships, investments and technological advances as early signs of a new phase for the industry. If the momentum persists, geothermal could become a more prominent piece of the nation’s energy mix, informing how homes, businesses and expanding data centers are powered in the years ahead.