The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 13 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
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: 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.”
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 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.”
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: Crusoe has over 45 gigawatts in its development pipeline
“Crusoe has over 45 gigawatts in our pipeline”
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 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.”
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.”
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…”