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Co-founder and chief executive of the data centre developer Crusoe.
Kazakhstan's July decree lets oil producers supply flared-gas power to crypto miners, as Crusoe did before assembling 10 gigawatts of AI projects. Crusoe sold those flare operations to NYDIG, so AI demand in Kazakhstan more likely lands on new grid capacity.
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Crusoe confirmed on September 28 that Google is the end user of its Goodnight campus near Amarillo, a site wired to two 265.5MW wind farms. The deal takes Crusoe's power-first model past Abilene, with the same customer whose request halted a 2.7GW Crusoe build in Wyoming in June.
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Crusoe's Series F values the Denver data centre builder at $30.9bn and pays for capacity customers have already contracted. One gigawatt is running, and the company now makes its own circuit breakers and industrial controls.
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Atreides Management, Mubadala Capital and Valor Equity Partners co-led an initial close of $3.9 billion at a $30.9 billion post-money valuation. One of Crusoe's six contracted gigawatts is running today.
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The Series F closed at a $30.9bn post-money valuation on one operating gigawatt and $140bn of contracted value spread across six. Turning the other five gigawatts into cash is what the new money bought.
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Two compute landlords raised $4.5bn between them while cloud security, protein bars, payroll software and robot silicon split under $900m, and the second-biggest cheque came from a trading firm rather than a venture fund.
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The capacity line carries no date and no named owner, so it cannot go into anyone's plan. The number an evaluation team can use is the 37.2 points between Astra's score in OpenAI's harness and its score in ARC Prize's.
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