Chase Lochmiller
Co-Founder & CEO, Crusoe. On 2 shows, 2 appearances. The Shows tab opens the full record on each.
founderexecutiveinvestor@ChaseLochmiller ↗LinkedIn ↗crusoe.ai ↗
Chase Lochmiller is the co-founder, CEO, and Chairman of Crusoe, which builds AI data centers powered by stranded energy and clean power sources. He previously worked as a quantitative trader at Jump Trading and GETCO, and served as a partner at Polychain Capital.
2shows
2appearances
26statements
6resolved
3supported
1contradicted
50%fully supported
Everything Chase Lochmiller said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Lockmiller: Crusoe aims to energize an SMR-powered AI data center in 2027
“We're actually hoping to energize the first AI, AI factory powered by an SMR in twenty-twenty-seven.”
Lockmiller: Crusoe placed a 1.2 billion dollar gas turbine order
“Now we're, you know, their first large purchase order for 1.2 billion dollars of, ah, gas turbines to power AI, critical AI infrastructure.”
Lockmiller: Crusoe runs an off-grid AI data center cheaper than grid power
“We actually deployed a fully off-grid solar plus battery energy storage system that powers an AI data center, 24 hours around the clock, with a power price that's lower than the power price in Northern Virginia.”
Crusoe CEO Lockmiller: No leading AI lab has enough compute
“Nobody has enough compute. None of the, you know, leading labs, none of the leading application companies can get their hands on enough compute.”
Lockmiller: Competitors would quickly absorb compute capacity if OpenAI failed
“Imagine, imagine they did go out of business. The reason they'd go out of business is because some other model company, whether it be, you know, Anthropic or Gemini or Grok, like really blew them out of the water. But if that were to happen, the group that mas…”
Lochmiller: AI infrastructure is driving human history's largest CapEx
“And it's driving the biggest capital investment in human history.”
Lochmiller: Hyperscalers' AI talent spending is a rounding error compared to infrastructure
“The investments they're making in people are actually rounding errors compared to the investments they're making in infrastructure”
Lockmiller: Crusoe Cloud sees compute demand accelerate going into 2026
“No, we're seeing things accelerate.”
Lockmiller predicts AI data center racks will reach 1 megawatt density
“The next generation, Vera Rubin, is gonna be 250. And then Vera Rubin Ultra is expected to be 600. We're ultimately gonna get to one megawatt racks.”
Lochmiller: Data centers will drive 20% of US power demand growth
“Data centers are forecasted to account for 20% of the growth in power demand between now and 2030.”
Lochmiller: Data centers will grow to consume 10% of total US power
“Data center total power consumption is gonna go from two and a half percent of US power consumption to 10%.”
Lochmiller: Crusoe holds a 40 GW energy capacity project pipeline
“If you look at our pipeline, we have about 40 gigawatts of capacity that spans all sorts of energy resources from new energy technologies like you know, like small modular reactors to renewables and natural gas to power this innovative future.”
Lochmiller: Crusoe and Redwood built the largest US EV battery microgrid
“We did a partnership with Redwood Materials where we built the largest we built the largest microgrid with in the United States with 60, 60 megawatt hours of batteries, end-of-life EV batteries, and 20 megawatts of solar to power an AI factory.”
Lochmiller: Crusoe partnered with GE Vernova for 4.5GW gas generation
“We have a partnership with GE Vernova and Engine Number One, ah, for four and a half gigawatts of new, ah, gas generation capacity to power future AI data centers.”
Lockmiller: Crusoe built a 350-megawatt gas plant for a Texas data center
“We have a 1.2 gigawatt substation there. We've also built a 350 megawatt gas plant on site. To energize one of the largest clusters of GPUs in the world.”
Lockmiller: Crusoe Cloud plans to build a 10-gigawatt data center in Wyoming
“We have another project in outside Cheyenne, Wyoming, that we've announced we're planning to build a 10 gigawatt campus.”
Lockmiller: Syncing massive AI GPU clusters causes extreme power draw fluctuations
“When you're deploying giant clusters of GPUs you know, the entire data center is acting as a single computer. It's running one single workload that's training some breakthrough foundational model. And what that results in is actually massive load fluctuations …”
Lockmiller: Crusoe secured a 15-year Oracle off-take agreement in Texas
“We have a long-term lease agreement with Oracle. Right, so we have a long-term, you know, fifteen-year off-take agreement with Oracle and so they're committed to sort of paying us for that, you know, time frame. So that helped unlock a lot of the construction …”
Lockmiller: Crusoe has over 45 gigawatts in its development pipeline
“Crusoe has over 45 gigawatts in our pipeline”
Lockmiller: Crusoe Cloud will add 2,400 full-time employees this year
“We're gonna add 2400 people this year. Full-time employees. And then tens of thousands of contractors.”
Lochmiller: Crusoe raised $15 billion to build its flagship AI data center
“We raised fifteen billion dollars to basically put this facility and bring it into existence.”
Lochmiller: Crusoe announces Tallgrass partnership scaling to 10GW power
“We want to announce a new partnership that we're doing with Tallgrass Energy in Wyoming that will initially power 1.3 gigawatts of total compute load, ah, alongside two gigawatts of power generation, and ultimately we feel like this can scale to 10 gigawatts o…”
Lockmiller: Crusoe Cloud is vertically integrated across energy, data centers, and AI
“We're a vertically integrated business, which means we're focused on not just the compute layer, but also the energy development, the data center development as well as the, you know, application layer where we're, you know, running things like our managed inf…”
One line per show, most statements first. The link opens Chase's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 ALL-INLEDGER | Co-Founder & CEO, Crusoe | 2 | 26 | 33% 1/3 | full record on All-In → |
 CATALYSTLEDGER | Co-Founder & CEO, Crusoe | 0 | 0 | 67% 2/3 | full record on Catalyst → |