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Conference Presentation, Fireside Chat, Interview

Crusoe's Energy-First Vision for the AI Cloud | Chase Lochmiller | RAISE Summit 2026

RAISE SummitChase Lochmiller, Henri Delahaye, Francesc Campoy, DAN GALPIN, FRANCOIS BEAUFORT
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  • Crusoe targets a development pipeline exceeding 40 gigawatts to supplement over 5 gigawatts already contracted, while anticipating exponential demand growth that necessitates unprecedented speed and scale in infrastructure delivery.
  • The company expects physics constraints in the Northern Virginia corridor to drive the adoption of new energy sources, with its Spark self-contained AI factory enabling deployment at 10, 20, or 50 megawatt scales in locations previously inaccessible for gigawatt-scale sites.
  • Plans include leveraging an "outsider" position to outpace incumbents, relying on internal manufacturing to resolve supply chain bottlenecks, and deploying "Crusoe Memory Alloy" technology to distribute KV cache across HBM, DRAM, and VM object storage for accelerated inference.
  • Growth strategies involve expanding the team in Tel Aviv following the Atero acquisition and focusing on a corporate culture of resilience with comprehensive backup plans for complex data center projects.
  • The outlook for the next 24 months prioritizes execution and delivery over announcements, expecting massive productivity gains while acknowledging that not all industry commitments will be fulfilled.