Cloud Infrastructure

Crusoe

High2/6 relationships sourcedProfile verified Sep 1, 2026
OverviewMore SignalsSourcesM&A fitRelationship mapStoryMilestones

30-Second Executive Brief

Executive Assessment

Crusoe functions as an established institution within Cloud Infrastructure, backed by 47% sourcing coverage, with accelerating strategic relevance.

  • Maintains 6 mapped relationships across the graph
  • 47% sourcing coverage across sourced relationships
  • Tracked as established institution within the Cloud Infrastructure category

Executive Snapshot

Strategic Role
Established Institution
Sourcing Coverage
47%
View Methodology →

Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.

Ecosystem Influence
High
Strategic Momentum
Accelerating

Coverage

Mapped Relationships
6
Technology Domains
4

Strategic Implications

  • Central node connecting multiple strategic ecosystems
  • Directly influences technology and capital flows
  • Material relevance to downstream dependency mapping

Top Opportunities

Continued build-out of data center capacity powered by stranded and renewable energy as power pipeline exceeds 45 GWPotential later-stage funding close (Blue Owl participation expected) to further extend the Series E round

Top Risks

Business model depends on availability of stranded/renewable energy sources at scale, which may face regulatory or grid-interconnection constraintsRapid ~5x bookings growth invites questions about long-term customer concentration and contract durability

Critical Dependencies

NVIDIA (Is supplied by)Mubadala Investment Company (Is supplied by)
Continue to Dependency Graph ↓

A vertically integrated 'AI factory' company that builds and operates data centers powered by stranded and renewable energy sources, offering GPU cloud compute for AI workloads. Crusoe raised a $1.375 billion Series E in October 2025 co-led by Mubadala Capital and Valor Equity Partners at a valuation above $10 billion, with Crusoe Cloud bookings growing approximately 5x year-over-year and its power pipeline exceeding 45 gigawatts, bringing total funding raised since founding to approximately $3.9 billion.

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Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Federal contract disclosures

Department of Defense — $999,876: 873AUTHORITY

USAspending.gov · Jul 31, 2024

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Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

1 source

Correlated Activity

Both Crusoe and Neocloud & Sovereign AI Compute — which it depends on — are showing accelerating Activity at the same time (1 recorded change for Neocloud & Sovereign AI Compute in the last 90 days).

Timing correlation only — not evidence of a causal link

Both Crusoe and NVIDIA — which it depends on — are showing accelerating Activity at the same time (8 recorded changes for NVIDIA in the last 90 days).

Timing correlation only — not evidence of a causal link

Both Crusoe and Mubadala Investment Company — which it depends on — are showing accelerating Activity at the same time (2 recorded changes for Mubadala Investment Company in the last 90 days).

Timing correlation only — not evidence of a causal link

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Acquisition & Investment Fit

AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.

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Relationship Map

The relationships surrounding Crusoe — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.

2 levels3 levels 🔒5 levels 🔒

Connection type

Sign in free to click a node and explore →

Click any node to make it the new center. Scroll to zoom, drag to pan.

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The Story So Far (last 6 months)

Jun 2026: Touts nearly 5GW in data center contracts; pauses 1.8GW Wyoming campus→Jul 2026: Reportedly in talks to raise $3 billion at roughly a $30 billion valuation (unconfirmed)

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Market Intelligence

Unverified

Credibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.

Reportedly in talks to raise $3 billion at roughly a $30 billion valuation

45% confidence

Crusoe was reported to be in talks to raise about $3 billion in new funding that would roughly triple its valuation to around $30 billion, up from about $10 billion in October 2025, as competition for AI data-center capital intensifies.

Reported by Bloomberg citing people familiar with the matter; Crusoe has not confirmed final terms or close of the round.

Bloomberg · Jul 6, 2026

Crusoe
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Crusoe's Timeline

A sourced, dated history of Crusoe's key moments — founding to present.

  1. Jan 2018 · Founded

    Crusoe was founded to build data centers powered by stranded and renewable energy sources for AI and HPC compute.

  2. Oct 2025 · $1.375B Series E at $10B+ valuation

    Crusoe announced the initial close of a $1.375 billion Series E co-led by Mubadala Capital and Valor Equity Partners at a valuation above $10 billion, with Crusoe Cloud bookings growing approximately 5x year-over-year and its power pipeline exceeding 45 GW; total funding raised since founding reached approximately $3.9 billion.

  3. Jun 2026 · Touts nearly 5GW in data center contracts; pauses 1.8GW Wyoming campus

    Crusoe disclosed contracted AI infrastructure capacity approaching 5 gigawatts across its data centers and cloud business, including a 900MW AI Factory Campus in Abilene, Texas supporting Microsoft AI infrastructure and a roughly 750MW power agreement with Bergen Engines, while pausing work on Project Jade, a planned 1.8GW facility in Cheyenne, Wyoming, at its customer's request. Crusoe also expanded battery storage capacity via a 12-gigawatt-hour Form Energy purchase and a scaled-up Redwood Materials partnership, and invested $200 million in prepackaged modular data centers aimed at cutting typical 24-48 month construction timelines.