Data center energy company representing the convergence of AI infrastructure and energy investment themes.
- Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions
- Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails
- AI has security chiefs scared stiff
- Claude Now Leads 26% of Anthropic's R&D
- War in the Middle East & Rising Interest Rates Threaten the Funding for AI Build-Out
- OpenAI's Agents Conspired for More Than a Month Without the Company Knowing About It
- Oura's $1B+ pre-IPO buybacks
- Data center dollars chase quantum
- Anthropic Overtakes OpenAI in Quarterly Sales
- 50 VCs that actually delivered
- Axios Pro Rata_ Director dispute
- Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
“If anyone's doing data center security, by the way, would love to invest in that business.”
Source→“Gavin Baker, one of your investors, has said that the lowest cost producer of intelligence wins.”
Source→“we're long-term partners of NVIDIA and we'd been working with NVIDIA... as the power density goes up, it's going to change what the data center looks like.”
Source→“there's really like three products that we ultimately sell to customers... we can sell data centers, we can sell GPUs, and we can sell tokens.”
Source→“Who are the most relevant NeoClouds today? It's Nscale, IRAN, and Nobius and Crusoe.”
Source→“Crusoe's $3.9B raise at $30.9B valuation, with ~$140B in contracted order book.”
Source→“I want to think CoreWeave is at 60 and Nvidia is at 40... Crusoe at 30... it's smaller than CoreWeave growing much more quickly.”
Source→“They're able to build their own modular data centers... they own the chain from power to tokens.”
Source→“Crusoe, an AI infrastructure provider, raised a $3.9 billion Series F at a $30.9 billion valuation led by Atreides Management, Mubadala Capital and Valor Equity Partners.”
Source→“Crusoe... raised a $3.9 billion Series F round at a $30.9 billion post-money valuation.”
Source→“Crusoe... raised a $3+ billion round at a $30 billion post-money valuation and just signed a five-year, $13 billion deal with Jane Street.”
Source→“Crusoe has a fresh contract with trading firm Jane Street worth $13 billion, Bloomberg reported.”
Source→“raised $3b at a $30b valuation, per Bloomberg.”
“raised $3b at a $30b valuation' while prepping an IPO”
“Crusoe | Clean energy-powered data centers, Denver | In IPO talks with BofA, Goldman, Morgan Stanley, JPMorgan”
Source→“Denver-based Crusoe, a data center developer, is in IPO talks with at least four banks, Axios reported.”
Source→“Crusoe, a Denver-based data center developer valued by VCs at $10b, is meeting with banks about an IPO.”
Source→“The only companies that have brought on more than 500 megawatts of power in a year are the hyperscalers, CoreWeave, Crusoe, and SpaceX.”
Source→“Largest US round of the week at $3B, clean-energy-powered AI infrastructure”
Source→“We got CoreWeave and Crusoe and Nebius and Oracle and Microsoft and Amazon and Google and OpenAI to contribute to us compute... We've got over $50 million of hardware donated to us. Once we launched TPUs and Tranium, it would actually be over $100 million of hardware... Maybe about 15 different chip types, all running these benchmarks every single day on all the latest models.”
Source→“Cited alongside Fireworks to illustrate the danger of category-level investing; builds data centers, acquires power/land/permits — a fundamentally different capital intensity from Fireworks”
“Crusoe is actually going and constructing data centers. They're going and acquiring power, land, permits. And they're building data centers oftentimes for hyperscaler counterparties who become their customers.”
Source→“Crusoe has a site in Nevada, powered by Redwood Materials, that runs completely on solar and used EV batteries.”
Source→“Crusoe has a ton of experience connecting their data centers to alternative energy sources... Crusoe has a site in Nevada, powered by Redwood Materials, that runs completely on solar and used EV batteries.”
Source→“There's also other players like Crusoe and Firebird and there's a bunch of companies.”
Source→“Ribbit Capital, known for fintech and lately in hot deals everywhere — from AI coding startups like Cognition to neoclouds like Crusoe.”
Source→“Crusoe was one of the first clouds to adopt Envy Sentinel, NVIDIA's own GPU monitoring and self-healing software for enhanced GPU uptime utilization and reliability... Crusoe can swap in a healthy node in less than 10 minutes.”
Source→“Cited as one of only five gold-tier providers in Semi Analysis's ranking of ~100 GPU clouds. Gold-tier providers had 5-15% lower total cost of ownership even at identical GPU pricing.”
Source→“Crusoe — AI cloud infrastructure company — Portfolio company or company to watch; referenced in episode resources at crusoe.ai”
“Crusoe, a data center energy company, is even among a Fed Chair nominee's personal portfolio holdings.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.