AI Infrastructure Spending Reveals Power and Cooling as Core Investment Categories
For every $100 of AI capex, about $27.50 goes to power and cooling and just $1 to land. Energy and heat decide which sites win.
October 26, 2026
Stay informed on the latest developments in geothermal energy, industry insights, and Source Geothermal’s perspective on the energy transition.
For every $100 of AI capex, about $27.50 goes to power and cooling and just $1 to land. Energy and heat decide which sites win.
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On Episode 250 of Energy Transition Solutions, Joe Batir interviews Malcolm Ross, a key advisor to Source Geothermal, and Gigawatt CEO Gordon Baier on building next-gen geothermal into integrated industrial parks.
Four geothermal innovators won $20.8 million from Emissions Reduction Alberta to drill deeper and cheaper, turning oilfield expertise into a global export.
U.S. data centres already draw 62 GW of power and 70 million gallons of water a day. The AI race now hinges on power, cooling and delivery.