Lochmiller: Data centers will grow to consume 10% of total US power
Chase Lochmiller · Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller · Jul 23, 2025 · at 34:23
Chase Lochmiller, Co-Founder and CEO of Crusoe, addresses the electrical grid capacity needed to support AI data center expansion.
0:00 / 0:04exact quote · 4.7s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“Data center total power consumption is gonna go from two and a half percent of US power consumption to 10%.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Chase Lochmiller
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…”