Crusoe

August 26, 2026

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Tranche Power Gates Blackstone's Three AI Factory Campuses

August 11, 2026

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Gov. Abbott's Audit Leaves Batch Zero With No Restart Date

July 31, 2026

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Google's Guarantee on Anthropic's Lease Is What Unlocked $14B in Bridge Debt

July 24, 2026

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At 500 MW, the Campus Becomes the Grid Plan. Texas Wired $33B In.

July 23, 2026

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Georgia Lands OpenAI's $30B Bet While Texas Owns the Queue Fix

July 12, 2026

Reporting on Crusoe's Stargate campus in Abilene documents at least 38 Texas data centers securing minor air permits since 2024 for onsite generation, a mechanism former TCEQ staffer Kathryn Guerra says gets granted quickly without public awareness.

July 11, 2026

Crusoe, meanwhile, is expanding its Abilene, Texas campus with a new 900 MW AI Factory for Microsoft and moving beyond raw GPU supply into managed fine-t

July 9, 2026

OpenAI's Stargate site in Abilene, developed by Crusoe, runs 10 gas turbines and 62 backup diesel generators today, with plans for 41 more turbines and 18 additional generators, pushing combined capacity past 1,000 MW.

July 1, 2026

Blue Energy and GE Vernova's 2.5 GW Port of Victoria project pairs two 7HA.02 turbines (roughly 1 GW by 2030) with up to five BWRX-300 SMRs (1.5 GW by 2032), FID targeted for 2027, anchored by Crusoe's 4.9 GW of contracted capacity.

June 22, 2026

Vantage's 1.4GW Shackelford County campus, Crusoe's Abilene build, QTS in Dallas, and Microsoft's San Antonio development all sit in that 75MW+ bracket.

June 21, 2026

Risk: developers betting on ERCOT interconnection alone now carry transmission-cost exposure they didn't price, and Crusoe's paused 1.8 GW Cheyenne project shows even pre-solved power deals can stall.

June 19, 2026

Meta signed a reported 1.6 GW capacity agreement with Crusoe across Childress, Texas (tied to Lancium's ERCOT-approved 1 GW interconnect) and Warrenton, Missouri.

June 18, 2026

Crusoe won a 360 MW gas permit in six days, then ordered 29 GE Vernova aeroderivative turbines toward 1 GW, choosing jet-engine units because combined-cycle turbines now carry seven-year lead times.

June 16, 2026

In Callaway County, Missouri, Crusoe's closed-loop design pegs annual use at 1.4 million gallons, less than a local golf course.

June 10, 2026

Crusoe holds nearly 5 GW under contract and paused Project Jade's 1.8 GW in Wyoming at a customer's request, anchoring instead at Stargate in Abilene.

June 5, 2026

Crusoe reinforced the thesis with a ~750 MW Bergen Engines deal (438 MW firm, 310 MW LOI) deploying through 2027.

May 30, 2026

Tallgrass Energy's $7 billion Cheyenne Power Hub anchors Crusoe's 1.8 GW Project Jade (10 GW potential) with two Mitsubishi M501JAC units fed off the Rockies Express Pipeline.

May 12, 2026

Chevron and Engine No. 1 brought Microsoft into their gas partnership for a West Texas campus; Google's working with Crusoe on gas at the Goodnight campus in the Panhandle.

April 24, 2026

Oracle, OpenAI, and now Microsoft are building behind-the-meter gas generation in Abilene, with Crusoe's new 900 MW plant joining the existing 350 MW on what's becoming a 10-building, 2.1 GW campus.

April 20, 2026

Crusoe's 29-unit GE Vernova aeroderivative order (nearly 1 GW), Meta's 366 MW behind-the-meter build at El Paso, and xAI's 1.2 GW Mississippi turbine approval show hyperscalers are no longer waiting on interconnection queues.

April 4, 2026

The Crusoe-Google Goodnight campus in the Panhandle is the first operational test case under PUCT's new co-location net metering rules, and the outcome will set the baseline for every behind-the-meter deal that follows.