Crusoe Energy Systems

also referred to as: crusoe

6 statements across 2 episodes · 6 bullish · 0 bearish · 1 people on the record · first statement Jul 23, 2025 by Chase Lochmiller · said 19 times in 3 episodes since 2025 · across every show →

Mentions by year

brought up most by Chase Lochmiller (13), Jason Calacanis (5), Gavin Baker (1)

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Everything said about Crusoe Energy Systems, oldest first

Jul 23, 2025 positive
Disclosure
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.”
Chase Lochmiller Jul 23, 2025 ▶ 37:45 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 23, 2025 positive
Disclosure
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.”
Chase Lochmiller Jul 23, 2025 ▶ 38:31 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 23, 2025 bullish
Disclosure
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…”
Chase Lochmiller Jul 23, 2025 ▶ 38:40 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 23, 2025 bullish
Disclosure
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.”
Chase Lochmiller Jul 23, 2025 ▶ 35:48 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 23, 2025 positive
Assertion Partly supported
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.”
Chase Lochmiller Jul 23, 2025 ▶ 38:15 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jan 25, 2026 positive
Disclosure
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 …”
Chase Lochmiller Jan 25, 2026 ▶ 2:00:28 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
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