Crusoe – Weekly Recap

Crusoe is an energy-enabled AI infrastructure company that continued to demonstrate rapid operational growth and industry validation this week, as reflected in several notable updates spanning headcount milestones, product expansion, and recognition for its flagship data center campus. This recap highlights the key developments and their potential implications for the company’s trajectory in AI-optimized computing and cloud services.

Crusoe announced that it has reached 1,000 employees globally, underscoring the scale it has achieved in a relatively short period. The expanding workforce points to ongoing demand for Crusoe’s compute and energy-infrastructure offerings, but it also implies rising operating expenses and continued investment in capacity and talent. Leadership, including co-founder and CEO Chase Lochmiller and co-founder, president, and CSO Cully Cavness, used year-end events to highlight the company’s progress and signal confidence heading into 2026.

The company also launched its Managed Inference offering, extending its product suite into managed AI inference services. This move positions Crusoe more deeply within the AI infrastructure stack, supporting customers that require high-performance, energy-efficient inference workloads. If effectively adopted, this service could provide more stable, recurring revenue and increase customer stickiness, complementing Crusoe’s existing compute and cloud solutions.

A central theme of the week was the continued build-out and validation of Crusoe’s 1.2 gigawatt Abilene AI Data Center campus in Texas. The Abilene campus received the North American Data Center Project of the Year award at the 2025 Data Center Dynamics Global Awards. Designed as a large-scale “AI factory” supporting Oracle Cloud Infrastructure, the site was recognized for its rapid, modular deployment, high-density liquid-cooled compute, and suitability for next-generation AI workloads. This industry recognition reinforces Crusoe’s thesis that AI data centers must be architected specifically for power, thermal management, and deployment speed.

The Abilene project also highlights Crusoe’s vertically integrated model. By manufacturing critical electrical equipment and switchgear through Crusoe Industries, the company met an aggressive 12‑month timeline for phase one and mitigated supply chain constraints that have challenged traditional data center developments. The campus is expected to have substantial regional economic impact, including thousands of construction jobs and a meaningful contribution to local tax bases over time.

In parallel, Crusoe emphasized its partnership with atNorth to deliver Crusoe Cloud instances powered by hydro and geothermal energy, reinforcing its positioning around cleaner, high‑performance AI infrastructure. Collectively, these developments signal an aggressive scaling strategy, growing market credibility, and a stronger foundation for future customer acquisition and capital formation. Overall, the week marked a period of operational milestones and strategic validation for Crusoe as it deepens its role in the AI infrastructure ecosystem.