AKA crusoe energy
Crusoe is emerging within a rapidly expanding North American AI and data center infrastructure market, estimated at a $600 billion buildout. This massive expansion is fundamentally driven by shifts in power strategy and capital commitments, exemplified by major platform investments and large-scale energy launches globally. The current focus is on securing the necessary energy capacity to support this unprecedented growth in compute demand.
Crusoe is actively pioneering a novel compute geography by leveraging uninterrupted orbital solar power. This approach directly addresses significant terrestrial limitations, including challenges related to land acquisition, permitting processes, and securing traditional utility access for large data centers.
This orbital strategy positions Crusoe to overcome conventional infrastructure bottlenecks that are currently reshaping the broader AI sector. While the industry grapples with energy constraints and massive capital flows redefining scale, Crusoe is introducing a distinct, space-based solution to ensure continuous, scalable power delivery for high-demand computing needs.
Last updated February 7, 2026