This article was originally published by Canary Media.

The geothermal startup Fervo Energy is now selling power to the grid from its Cape Station project in Utah — marking the first time a utility-scale, next-generation geothermal facility has achieved such a feat worldwide.

The Houston-based firm turned on an initial 33-megawatt unit late last week and has been testing and ramping up output since then. On Thursday, Fervo will officially begin commercial operations, supplying carbon-free electricity to Shell Energy, a retail power provider in California.

Cape Station, a $2 billion project that will eventually be 500 MW, is unique among the world’s commercial geothermal plants. While other facilities draw on naturally occurring hot water and steam, Fervo has engineered its own geothermal resource deep underground. The startup uses drilling techniques from the oil and gas industry to create reservoirs in hot, dry rocks that generate steam to produce electricity.

“Traditional geothermal would have never been done in southern Utah,” says Dawn Owens, Fervo’s senior vice president and head of development and commercial markets.

With the first unit online, Fervo says it is working to commission two more 33-MW power blocks by 1 January, 2027. The project’s remaining 400 MW — which is supported by a new agreement with Google — is under construction and slated to come online in 2028.

Fervo’s Next-Generation Geothermal Journey

Fervo already operates a 3.5-MW commercial pilot plant in Nevada, which went online in late 2023. Owens says the pilot, called Project Red, was important for demonstrating the technology itself. But firing up Cape Station proves that Fervo’s approach can achieve utility scale and export power to wider markets.

“This is massive for both Fervo and the geothermal industry at large,” she says.

Fervo, which went public in May, is leading the fast-growing movement to develop clean, always-on geothermal power to meet soaring demand from data centers and balance growing supplies of intermittent solar and wind energy. Next-generation geothermal firms have raised billions of dollars in private capital in recent years to develop and deploy technologies that can harness energy in harsh, deep environments.

Drilling continues at Fervo Energy’s Cape Station geothermal plant in Beaver County, Utah, where the company plans to ramp up production to 500 MW. Fervo Energy

Today, geothermal represents just 0.4 percent of total U.S. electricity generation every year. Expanding geothermal’s share of the mix will require not just building more projects like Cape Station but also tackling high upfront drilling costs and other economic and regulatory barriers — all while working to limit potential impacts on communities and the environment, experts say.

“Fervo’s first power achievement shows investors the size and scale of the opportunity to fuel many more such milestones across developers and sites in the future,” says Mitchell Smith, who serves as grid lead for the Mountain West Geothermal Consortium. The bipartisan initiative is calling for increased public and private financing “to help bring more projects online responsibly and at the speed of demand,” he added.

Enhanced Geothermal Energy Gets Cheaper

Fervo has declined to disclose the terms of its power purchase agreements for in-progress and future development, which together represent about 1,000 MW, or enough to power roughly 1 million U.S. homes every year. Phase 1 of Cape Station is set to deliver power at $7,000 per kilowatt, while Phase 2 should come at $5,500 per kilowatt, the company previously told Canary Media. (By comparison, the average cost to build a natural gas–fired power plant was $2,157 per kilowatt in 2025.)

Along with slashing drilling costs, enhanced geothermal projects could improve their economics by delivering power when it’s most valuable to utilities, according to researchers. While geothermal plants traditionally provide around-the-clock, baseload power, next-generation facilities might operate flexibly during certain periods — like in the evening, when solar output declines — to reduce overall grid costs. Geothermal plants could also operate “behind the meter” to directly power data centers, so that the costs of adding new electricity capacity aren’t passed on to utility customers, Owens says.

“We’ve been saying all along that our technology makes geothermal more scalable and affordable in more places,” she says. On Cape Station’s powering-up, she adds, “That’s just something no next-generation geothermal company has ever been able to do before.”

The U.S. Air Force will buy data collected by WindBorne Systems‘ fleet of autonomous weather balloons under a new contract that could be worth nearly $50 million to the startup.

WindBorne currently has about 700 weather balloons flying around the globe, collecting atmospheric sensor readings that the company sells to customers and also feeds into its own AI weather forecasting model. WindBorne, founded in 2015 and based in Redwood City, Calif., is one of the first organizations to directly feed empirical data into a deep-learning weather model.

The company has worked closely with the U.S. government, particularly the National Weather Service and the U.S. Air Force and Navy, but this is the single largest contract the company has participated in. The contract is worth up to $49 million, but the Air Force pays only as it needs data. It can place orders for specific regions at specific times. So far, it has ordered $1.7 million worth, and executives expect more orders to follow.

“This is largely a vehicle through which continued growth of the constellation can be supported, as well as some work on research and development to continue to improve the hardware and performance of the balloons,” WindBorne co-founder and CTO Andrey Sushko told TechCrunch. He adds that the contract, which was awarded without competitive bidding, is “a determination by the government that for this capability of collecting global data, we were the only company able to provide it in the way that met their needs for these operations.”

WindBorne CEO John Dean told TechCrunch in August that the company had raised a $37 million Series B round to continue scaling its business. Earlier this summer, the company released the latest version of its forecasting model, WeatherMesh 6, which it says provides more accurate forecasts than the traditional model run by the European Centre for Medium-Range Weather Forecasts (ECMWF), which simulates the atmosphere using the laws of physics.

Since the arrival of transformer model architectures and the ECMWF’s release of a massive weather dataset a few years ago, AI weather forecasting has become one of the more productive uses of deep-learning technology. Meteorologists previously relied on expensive supercomputers running detailed equations that approximate how the atmosphere behaves. Now, end-to-end learning can ingest decades of weather data and issue predictions more quickly.

Models built by frontier labs and government agencies are proving more accurate than traditional forecasts, although it is still a jagged frontier, with both types of forecasts required to enable useful understanding of the weather. Google DeepMind’s latest weather model offers important new capabilities, and its cyclone forecasting tools are becoming increasingly central to how the US government responds to hurricane season.

In August WindBorne became the first organization to send an unpowered flight system — one with no engine — to collect data in the eye of a typhoon. The company maneuvers its balloons by adjusting their altitude, bleeding air, or dropping sand carried as ballast, to send the vehicles into winds that take them where they need to go.

“That’s a pretty novel step, and the two ingredients for that are one, having good wind and weather models, and knowing how to navigate them; and two, having a large enough constellation that you have balloons in the right places,” Sushko said. “It’s one of the first times that a deep-learning model was used for actual operational decisions.”

Journalists, entrepreneurs, and even some public relations professionals will tell you that the PR process is broken (buy me a drink sometime, and I’ll give you my rant). But could AI actually make things better?

Honeyjar, which will be attending this week’s TechCrunch Disrupt as part of the Startup Battlefield 200, wants to use AI to make the expertise and judgment of the best PR pros available to everyone, including founders who have no idea where to start.

The startup’s founders, CEO Michelle Masek and Chief Communications Officer Nadia Jamshidi, certainly fit the bill when it comes to PR expertise. They’ve both spent decades in the field, doing in-house communications and working at agencies. Masek recently served as senior vice president of marketing and communications for Ev Williams’ venture firm, Obvious Ventures.

As Masek described the challenges involved in “helping with the why and when of comms and marketing for 110 portfolio companies” (the startups her firm had invested in), I flashed back to my own brief stint leading marketing at an early-stage VC firm, where founders were constantly asking for help getting into TechCrunch. So I wasn’t surprised that Masek found herself asking, “Is there a way to scale the senior-level expertise into AI [in a way] that actually helps users do the work of comms in the proactive and skilled way that we do?”

Honeyjar is her answer to that question. It automates processes like writing announcements, finding the best journalists to pitch, and identifying the most promising speaking opportunities. But Jamshidi told me in a follow-up email that Honeyjar’s vision goes beyond getting press coverage and beyond specific AI tools.

“Honeyjar can find reporters, build media lists, scan news and social, track coverage, and surface opportunities,” she said. “Those capabilities are important, but they’re just one piece of what we’re building. The bigger idea is bringing the whole communications workflow together: signals, context, strategy, judgment, timing, and execution.”

And it’s not just for founders. Masek said she’s come to realize there are “millions and millions of unassigned communicators responsible for the work of comms.”

“They don’t have the title of comms, but they’re marketers, investors, authors, creators, school superintendents, sports team leaders,” she added. “It’s incredibly horizontal, this need to nail strategic communications. It’s always passed around, but the problems are very often not solved.”

Nor is Honeyjar trying to replace PR professionals. Masek said she and Jamshidi built the tool they wanted to use themselves. She argued that Honeyjar can make PR firms and in-house comms teams more effective, while allowing individual PR practitioners to “take on that third client without any scaling cost.”

When Honeyjar opened its waitlist, it received 10,000 signups in the first 24 hours, said Masek. Beta testers include Nextdoor, tech startup Coco Robotics, investor Bloomberg Beta, and agencies Mission North and Full Picture.

That sounds promising for companies looking to get more attention, but it could be a nightmare for journalists. We receive more pitches than we can respond to, many of them already written by AI chatbots.

When I raised my fears about getting inundated with even more PR slop, Masek noted that while Honeyjar can draft a pitch email or a social media post in the customer’s voice, the customer actually has to hit send or publish.

“We never want a world where the human is removed from the loop,” she said.

And that’s also where judgment is key. Masek said she and Jamshidi tried to “infuse and encode Honeyjar with our wisdom.” Through a broader initiative called the Comms Lab, they’re now training the product on the judgment of other PR pros as well.

“For us, judgment is knowing what to do, what not to do, when to act, and how to adapt to the situation,” Jamshidi added. “That comes from understanding a company’s goals and priorities, what’s happening inside and outside the organization, and knowing what to say, to whom, where, and when.”

In some cases, Masek said Honeyjar might even tell a founder that they’re simply not ready for coverage.

“We hear from reporters all the time who want better pitches, who want to hear from experts directly,” she said. “We actually see a future where there are more credible pitches in your inbox from sources who you actually want to hear from.”