Solutions — Source Geothermal

Energy Infrastructure
for the AI Economy.

Source Geothermal builds long-life energy assets powering compute, industry, and future economies through reliable subsurface innovation.

01 THE PROBLEM

Energy demand is outpacing infrastructure.

AI, electrification, and industrial growth require continuous energy. Existing grids cannot scale fast enough to meet accelerating global demand.

0× Projected growth in AI data centre electricity demand, 2025 to 2030 · IEA, Key Questions on Energy and AI, 2026
2025 2027 2030 THE GAP AI DEMAND GRID CAPACITY

02 THE ANSWER IS UNDERFOOT

24/7, always on, near-zero emissions.

Markets need reliable, scalable, autonomous power and cooling. Geothermal delivers always-on energy from the Earth’s boundless heat, using proven drilling expertise and existing workforce capabilities.

03 WHY GEOTHERMAL

The case for firm, clean,
load-following energy.

<1% CO₂e per MWh vs coal
0%+ Capacity factor
0% Less water usage vs cooling towers, up to
0+yr Asset life

The Resource

  • Heat is everywhere with constant recharge
  • New technology unlocks vast new areas of geothermal potential
  • Minimal surface footprint

The Output

  • Always on: 24/7, 365 days
  • Fills the reliability gap wind and solar cannot
  • Power and cooling from a single high uptime source

The Economics

  • The energy is limitless and permanent
  • Stable predictable energy output
  • First-mover window, land still acquirable

The Planet

  • <1% CO₂e per MWh vs coal
  • Up to 90% less water usage vs cooling towers
  • Resource not controlled by foreign nations

The Moment

  • AI data centres driving unprecedented demand for reliable power
  • Geothermal provides reliable, 24/7, weather-independent power & cooling

Geothermal is the only firm, clean, load-following, and scalable energy source delivering power and cooling the world can depend on.

04 THE MOMENT

Demand is exploding.
Firm, clean supply is not.

$175–275BU.S. power & cooling TAM · Source estimate
$500B+U.S. data centre infrastructure · McKinsey, 2030
$720BGlobal grid investment · Goldman Sachs, 2030
$2.5TGlobal AI spending · Gartner, 2026
95%+ of new large-scale data centres require dedicated power infrastructure · Source estimate
$0 incumbent spend in geothermal cooling at AI-infrastructure scale: a first-of-a-kind opportunity in a market with no incumbent
24/7 firm, carbon-free power and cooling from a single source

Where demand is heading

The figures above are U.S. Demand is not. Source is pursuing deployments internationally, and the markets adding data centre load fastest are frequently the ones most tightly constrained on power, cooling and water.

2× Southeast Asia data centre electricity demand by 2030, driven by the Singapore and southern Malaysia hub · IEA, 2026
~80% of global data centre demand growth to 2030 sits in China and the United States, leaving every other market underserved · IEA, 2026

Source targets the power and cooling segment where demand is greatest and supply is absent.

Market estimates: IEA (2026), Gartner (2026), McKinsey (2030), Goldman Sachs (2030), Source estimates.

05 THE SOURCE MODEL

Four systems. One platform.

AI Infrastructure Power + Cooling
↑
Subsurface Modelling
↑
Multilateral Well Systems
↑
Next-Generation Heat Extraction

Outcome: predictable geothermal energy infrastructure for AI computing.

06 INSIDE THE LOOP

Next-gen geothermal systems.

New methods underground extract stable heat from rock far below the surface, turning it into reliable power and large-scale cooling that runs on demand, around the clock.

SEALED SYSTEM NEAR-ZERO EMISSIONS WEATHER-INDEPENDENT DECADES OF OUTPUT
SURFACE CASED SECTION SEALED LOOP HEAT ZONE POWER + COOLING AI DATA HALL COLD FLUID DOWN HOT FLUID UP HEAT ZONE SEALED LOOP · NEAR-ZERO EMISSIONS

07 SERVICES

Full-stack geothermal infrastructure.

01Power & Cooling Infrastructure→ 02AI Data Centre Development→ 03Project Development→ 04Operations Intelligence→ 05Geothermal Operations→

Power that never sleeps.

Whether you’re powering an AI campus, assessing land for geothermal development, or planning district energy, start the conversation.

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