Chase Lockmiller (Crusoe) on the AI Data Center Economy

An available AI chip is useful only when a site can power and cool it. In this interview, data-center builder Crusoe describes energized buildings ready to accept computing equipment as a major bottleneck. Its account separates access to chips from the electrical equipment, cooling and power connections needed to operate them.

The company explains its energy-first approach as locating computing facilities where power is available, including places outside established data-center hubs. Because the limiting component can change, it argues for coordinating several layers of construction and operation. That explains why purchasing processors and adding usable AI capacity are different milestones.

“I'm turbo long Crusoe”

Chase Lockmiller

“It's been good to be a shareholder of GE Vernova.”

Chase Lockmiller

“The invisible hand of capitalism is, you know, a very powerful force.”

Chase Lockmiller

“Have we got a power-hungry application for you?”

Chase Lockmiller