Crusoe
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-16 · ✍️ RoboterminalStryker Paid $400 Million for a Soft-Tissue Option, Not a Robot Company
- 🗓️ 2026-10-15 · ✍️ RoboterminalThree Robots Packed Half a Million Orders. None of Them Can Walk.
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Timeline
What changed, and what is the evidence.
Oct 21, 2026 · Deployment · posted
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$NVDA $NBIS $IREN $CRWV The world is not ready for the speed of the buildout ahead of us. NVIDIA just unveiled DSX POD at GTC Berlin: complete Vera Rubin AI factories, built and tested inside containers before they ever leave the factory… |
Idle GPUs in the middle of the worst GPU shortage in memory sounds like a contradiction. It isn't, and Shadeform just shipped the feature that explains why. Microsoft is reportedly sitting on $80 billion of unfulfilled Azure orders, and… |
Jensen Huang just committed $1 BILLION to put AI in the hands of America's scientists. At the White House science summit, 11 companies pledged $2.4 billion in compute and AI tools to the Genesis Mission, which now covers more than 15… |
a16z's Alex Immerman, David George, and Sarah Wang on why a data center can lower your electricity bill: "It may seem counterintuitive, but a data center can help lower your electricity rate. A recent US study showed that for every 10%… |
The US grid plans to add 86 gigawatts this year. Here's where it's coming from: - Solar: 43.4 GW - Batteries: 24.3 GW - Wind: 11.8 GW - Gas: 6.3 GW - New nuclear: 0 GW The AI labs are planning for hundreds of gigawatts. Solar is the one… |
Congrats to @AnjneyMidha for launching National Compute! Accessible & subsidized on-demand MI355X with availability for only $3/hr/GPU on Crusoe & Crusoe B300 for $4/hr/GPU. It is so cheap, we are worried that someone might start signing… |
Excellent and thoughtful piece here. https://t.co/mjHueUXIIX |
Left: Texas's grid only maxes out about 200 hours a year, roughly 2% of the time. Right: New data centers that agree to cut back during peak hours can skip the wait for more capacity. US grids could add 100 GW of them without building a… |
"At the end of 2024, Texas' grid operator had 63 GW of large new customers in its queue. By this June, that figure reached 474 GW, more than five times record peak demand." "Then Texas hit pause." "Developers routinely spam requests across… |
AI infrastructure dominated the largest venture rounds this week, with two multibillion-dollar deals in the sector taking the top spots. Data center and cloud provider Crusoe led with a massive $3 billion financing, followed by… |