Heat From Below: Geothermal vs SMR for Datacenter Baseload

A datacenter is a machine that turns electricity into heat, and the modern AI datacenter turns a great deal of it. The constraint on growth is no longer chips; it is the ability to get firm, carbon-free power to a site on a schedule that matches construction. Two technologies are competing for that role: enhanced geothermal systems and small modular reactors. Both promise clean baseload. Both are capital-intensive. But they fail in different ways and on different clocks, and the difference decides which one a given project can actually use. Part One: Two ways to make firm power Enhanced geothe
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