Crusoe contracts 4.9 GW of AI infrastructure capacity
Crusoe said it contracted 4.9 gigawatts of AI infrastructure capacity across its data center projects and its Crusoe Cloud platform. The company tied the figure to work it is conducting to expand capacity for customers that want AI infrastructure at scale.
Crusoe reported that its total development pipeline—covering contracted projects, sites under active tenant negotiation, and sites in advanced development—exceeds 40 GW. It also referenced what it described as accelerating demand from hyperscalers, enterprises, and AI natives for its vertically integrated approach to AI infrastructure.
Crusoe described a vertically integrated model spanning energy, compute, and cloud services. It said it co-developed power and construction from the start, manufactures long-lead electrical components at its facilities in Colorado, Oklahoma, and Louisiana, and ships prefabbed equipment ready for installation. It also said Crusoe Cloud supports training, inference, and high-performance computing, alongside design, build, and operation of its infrastructure.
On the data center side, Crusoe said its development portfolio contracted to hyperscale clients spans five AI data center campuses across the United States. It cited a flagship 1.2 GW Abilene, Texas campus purpose built for Oracle, with the first two buildings operational and an additional six under construction. It also said it broke ground on a second 900 MW Abilene campus for Microsoft and is contracted for two additional large-scale Texas campuses and a fifth in Missouri, each at various stages, with each campus paired with a dedicated power strategy.
“The demand from the world's leading technology companies for AI infrastructure – quickly and at scale – has never been greater, and Crusoe is uniquely positioned to meet it,” said Chase Lochmiller, Co-founder and CEO of Crusoe. “We work shoulder to shoulder with our customers to move from vision to operational infrastructure at the speed AI demands. The nearly five gigawatts under contract is a reflection of the trust our customers have placed in Crusoe, and that’s a responsibility we take seriously. We're building the AI factories of the future and making sure every AI builder – from the most innovative AI startups to the world’s largest hyperscalers and enterprises – has the infrastructure to match their ambitions.”
Crusoe also stated that a pipeline exceeding 40 GW is aimed at an AI-related data center capacity need projected in a McKinsey & Company project, and that its power strategy includes natural gas, renewables, batteries, grid interconnection, and partnerships with energy infrastructure companies.