Crusoe Cloud

part of Crusoe

13 statements across 1 episodes · 6 bullish · 1 bearish · 1 people on the record · first statement Jan 25, 2026 by Chase Lochmiller · said 1 times in 1 episodes since 2026 · across every show →

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Everything said about Crusoe Cloud, oldest first

Jan 25, 2026
Disclosure
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.”
Chase Lochmiller Jan 25, 2026 ▶ 1:51:00 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 negative
Assertion Not checkable as stated
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.”
Chase Lochmiller Jan 25, 2026 ▶ 1:55:20 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 bullish
Assertion Not checkable as stated
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.”
Chase Lochmiller Jan 25, 2026 ▶ 1:54:09 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026
Disclosure
Lockmiller: Crusoe Cloud will employ 2,000 permanent staff in Abilene
“Long-term, we're going to have about 2000 permanent workers at the campus.”
Chase Lochmiller Jan 25, 2026 ▶ 1:50:32 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 bullish
Disclosure
Lockmiller: Crusoe has over 45 gigawatts in its development pipeline
“Crusoe has over 45 gigawatts in our pipeline”
Chase Lochmiller Jan 25, 2026 ▶ 2:07:19 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026
Disclosure
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.”
Chase Lochmiller Jan 25, 2026 ▶ 1:45:35 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 bullish
Disclosure
Lockmiller: Crusoe Cloud sees compute demand accelerate going into 2026
“No, we're seeing things accelerate.”
Chase Lochmiller Jan 25, 2026 ▶ 1:55:47 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 positive
Disclosure
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.”
Chase Lochmiller Jan 25, 2026 ▶ 2:13:48 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026
Disclosure
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…”
Chase Lochmiller Jan 25, 2026 ▶ 1:43:53 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026
Disclosure
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.”
Chase Lochmiller Jan 25, 2026 ▶ 1:47:03 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 bullish
Prediction Open · timeframe Jan 2031
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.”
Chase Lochmiller Jan 25, 2026 ▶ 2:06:54 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026
Assertion Not checkable as stated
Lockmiller: Crusoe Cloud has 8,000 workers on site in Abilene, Texas
“So in Abilene today, we have 8000 people on site every day.”
Chase Lochmiller Jan 25, 2026 ▶ 1:49:51 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 bullish
Prediction Open · timeframe Dec 2027
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.”
Chase Lochmiller Jan 25, 2026 ▶ 2:09:20 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
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