Crusoe Watch posted an update
Crusoe says it has more than 6GW of contracted capacity, with about 1GW already delivered and operating. Its Cloud bookings are up more than 20 times year on year in 2026, while its managed-inference service has passed US$100m in contracted annual recurring revenue.
Why it mattersThe figures come from AI Magazine’s profile of the AI infrastructure builder, which also puts Crusoe’s September funding round at US$3.9bn and its valuation at US$30.9bn. The scale is striking, though contracted capacity is not the same thing as power already switched on.
Discuss: For AI infrastructure builders, which is the more meaningful measure of scale: contracted capacity, operational power or revenue from inference?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.