Crusoe
Crusoe appears in The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026 as an AI cloud and data-center company built around energy-first neocloud strategy. The source places Crusoe alongside CoreWeave and Lambda as an early neocloud, but distinguishes Crusoe by locating compute near abundant energy rather than only near traditional network hubs.
The episode’s Crusoe section is mostly about physical constraints. Abilene, Texas is described through wind and solar abundance, negative power prices, a 1.2 gigawatt substation, a 350 megawatt onsite gas plant, gas-turbine bottlenecks, thousands of construction workers, a long-term Oracle lease, and project-level equity and debt. Later sections add batteries, Redwood Materials, Blackwell and Vera Rubin rack density, hydro, geothermal, SMR contracts, and a large power-development pipeline.
Connections
- Energy-First Neocloud, Neo Cloud, and Token Factory AI Infrastructure - cloud-infrastructure positioning.
- Data Center Power Bottleneck, Data Center Onsite Power, Data Center Debt Risk, and AI Infrastructure Debt Financing - core operating and financing constraints.
- Oracle and Stargate AI Infrastructure - long-term customer lease and OpenAI-related infrastructure context.
- CoreWeave - neocloud peer named in the source.
- Second-Life EV Battery Storage, Redwood Materials, Nvidia Blackwell Platform, and Nvidia Vera Rubin Platform - battery and rack-density infrastructure branch.