Google-Backed Fervo Energy Hits First Power at Cape Station; Planet Labs Jumps on Google Satellite

The pairing is the signal: Google is anchoring both the demand side (geothermal offtake) and the compute-hungry infrastructure layer (its own TPU test payload) with the same capital and procurement logic. That gives Fervo a bankable customer beyond a single pilot and hands Planet a marquee reference for sovereign and hyperscaler satellite work. The open question is whether First Power translates into sustained output and contracted capacity, and whether Google's satellite compute experiment stays a test or becomes a repeatable procurement pattern.