Crusoe
NativePrivateUpdated November 3, 2026AI-native cloud/data-center infrastructure (GPU cloud + power)
- Website
- www.crusoe.ai
- CEO
- Chase Lochmiller
- Founded
- 2018
- HQ
- Denver, United States
- Total Funding
- $9.8B
- Employees
- 1001-5000
Products & Offerings
Crusoe Cloud
Cloud for AI workloads offering NVIDIA and AMD GPU compute, fast storage and RDMA networking, plus Managed Kubernetes, Managed Slurm and fault-tolerant AutoClusters.
Crusoe AI Factories (data-center campuses)
Large AI data-center campuses that Crusoe develops and powers itself, including the Abilene Stargate site, Cheyenne with Tallgrass, and Childress with Lancium.
Crusoe Managed Inference
Managed model serving on Crusoe Cloud that supports bring-your-own models, with pay-per-token and provisioned-throughput pricing.
Crusoe Intelligence Foundry
Developer suite for serverless inference and serverless fine-tuning of open models; serverless fine-tuning reached general availability in 2026.
Crusoe Edge Zones (powered by Crusoe Spark)
Modular AI compute that brings sovereign, low-latency cloud capacity to almost any location, using MemoryAlloy caching to speed up inference.
Executive Summary
What they do
- Runs Crusoe Cloud, offering NVIDIA and AMD GPUs for AI training and inference
- Builds and powers gigawatt-scale AI data-center campuses, including power generation
- Sells managed AI services: inference, fine-tuning, Kubernetes, Slurm and AutoClusters
Why it matters
- Builder of the first OpenAI Stargate campus in Abilene, Texas
- Raised a $3.9B Series F at a $30.9B valuation in September 2026
- Named a Visionary in Gartner's 2026 Magic Quadrant for Cloud AI Infrastructure
Best fit
- AI labs and enterprises needing large reserved GPU clusters for training
- Teams wanting managed inference and fine-tuning without running GPU operations
- Organizations seeking sovereign or edge AI capacity through Crusoe Edge Zones
Watch-outs
- Abilene expansion was dropped after financing issues and shifting OpenAI demand
- A winter-weather outage affected liquid cooling at Abilene for several days in 2026
- Pending IPO and heavy capex could shift pricing, priorities or contract terms
Latest News
Crusoe · 18 hours ago
PositiveFourWeekMBA · 1 day ago
PositiveStocktwits · 2 days ago
NegativeCrusoe · 4 days ago
NeutralDealroom · 4 days ago
PositiveUnlock Full Intelligence
Pro members get the complete briefing
- Complete analyst verdict
- Risk assessment
- All 6 Bluescore dimension scores
- Traction signals
- Bluescore history & momentum tracking
- Unlimited company access
Crusoe is a credible, well-funded alternative to CoreWeave, Nebius, Lambda and hyperscaler GPU clouds. It is a good fit for buyers who need large GPU capacity backed by its own power sources. Do a structured evaluation that focuses on reliability SLAs, site redundancy and capacity commitments, because it had an Abilene outage and that campus's expansion was cancelled. Also confirm that serverless model lifecycles and deprecation timelines fit your production roadmap.
Signal Provenance
Latest observation date and source for each signal category
| Signal Category | Last Updated | Source |
|---|---|---|
Funding Signals Last funding round, Funding stage | Nov 3, 2026 | Montclare research agents |
Hiring Velocity Headcount, Headcount growth | Nov 3, 2026 | Montclare research agents |
Technical Output Research papers, GitHub activity | Nov 3, 2026 | Montclare research agents |
News Sentiment News mentions, News sentiment | Nov 3, 2026 | Montclare research agents |
Partnership Signals Enterprise partnerships, Distribution partners | Nov 3, 2026 | Montclare research agents |
Revenue Indicators ARR estimate, Revenue growth | Nov 3, 2026 | Montclare research agents |
Leadership Signals CEO tenure, Founder-led | Nov 3, 2026 | Montclare research agents |
Competitive Position Category rank, Market share | Oct 30, 2026 | Montclare research agents |
Why this Bluescore?
6 dimensions, each scored 0–10 against all — companies. Each adds its weight × score to the Bluescore — see methodology