Crusoe CEO Chase Lockmiller discusses supply chain bottlenecks facing AI compute infrastructure.
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Lockmiller: Half an H100 per US adult would require 250 GW
“If every, you know, American adult used half an H 100 as, You know, a form of co-pilot for their, you know, daily workflows and, you know, social interactions, et cetera. Like, that would require 250 gigawatts of power, right?”
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Lockmiller: Crusoe is developing compute at an upstate New York Alcoa site
“You know, other markets like upstate New York you know, we're working on a former Alcoa factory that's you know, powered by a large hydro dam that's, you know, being currently massively underutilized.”
Insight
Lockmiller: Remote AI training in clean-energy hubs improves on aluminum smelting model
“Training a large language model is a far better manifestation of that trade where, you know, you can move data across subsea cables to get to a data center based in Iceland. You can run your back propagation and large scale pre-training on significant amounts …”
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Lockmiller: AI data centers drive massive shortages of electricians, welders, and plumbers
“We're experiencing massive shortages of electricians, of welders, of plumbers, like these large scale liquid cooling architectures that we've described that require tremendous amounts of plumbing, right? So you're building all these different pipes to move wat…”
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Lockmiller: Crusoe has 12 gigawatts in its data center pipeline
“I think we have about 12 gigawatts in, in our pipeline of either development or, you know, in advanced commercial discussions.”
Insight
Lockmiller: Synchronized GPU clusters create extreme power spikes like breathing
“The cluster itself is like moving in, in, in sync with one another. So, you know, you're sort of, ah, all of the data is sort of being broadcast out across this high performance network, you know, to the GPUs. They're running their compute workloads and then p…”