Chase Lockmiller (Crusoe) on the AI Data Center Economy
Source
Stanford Online
Author
Stanford Online
Indexed
Why it matters
Crusoe's Abilene campus shows energy availability, not GPU supply, is now the binding constraint on scaling AI compute, and negative power prices in West Texas are actively shaping where hyperscale AI infrastructure gets built.
Key quotes
“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.”
