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AI infrastructure / COMPANY INTELLIGENCE

Crusoe

Develops energy-linked data centers and cloud infrastructure for AI workloads.

01 / THE BUSINESS

How Crusoe creates value.

AI infrastructure integrates site development, power, data centers and cloud capacity. Returns depend on delivering contracted capacity with appropriate financing, energy access and counterparties.

SectorAI infrastructure
Founder coverage2 profiles
Research checkedSep 18, 2026

02 / PEOPLE BEHIND THE COMPANY

Meet the builders.

Selected founders; historical founding roles are distinct from current management positions.

03 / CAPITAL & OWNERSHIP

Follow the financing.

Selected disclosed events, newest first. Announcement values describe that transaction and date; they are not current share prices. Debt, equity and secondary transactions are identified separately.

  1. Equity

    Series F initial closing

    Disclosed amount$3.9B anticipated
    Post-money valuation$30.9B

    Named participants: Atreides Management · Mubadala Capital · Valor Equity Partners · Founders Fund · GIC · NVIDIA · Qatar Investment Authority · Radical Ventures · TPG

    Announcement describes the initial closing of an anticipated $3.9B round. Participants listed here are a selection from the full release.

    Read the announcement

Explore the named investors.

Names refer to the cited transactions. They do not establish current ownership, ownership percentages, or endorsement of this website.

04 / IN THEIR OWN WORDS

Watch. Listen. Form your view.

Interviews reflect the speaker’s perspective at publication. Company statements are not independent verification.

05 / EDITORIAL ANALYSIS

The opportunity. The open questions.

Our interpretation of the business model and cited sources, not a valuation or a recommendation.

What could work

The case to investigate

  • A differentiated product can become more valuable when it solves a costly, repeatable customer problem.
  • Track whether each financing milestone converts into operating progress and more durable customer relationships.
What could go wrong

Pressure-test the thesis

  • A strong product does not establish a fair entry price or favorable shareholder rights.
  • Capital requirements, competition and execution setbacks can weaken growth or require further dilution.
  • Public information may omit important financial terms, customer concentration or operating costs.

What to watch next

01

What evidence shows repeat customer demand and improving delivery economics?

02

What capital, governance or transfer restrictions remain unresolved?

YOUR RESEARCH WORKSPACE

Keep the questions that matter.

Use this checklist to record what you have investigated. Your notes stay in this browser.

06 / RESEARCH TRAIL

Go straight to the source.

Research checked Sep 18, 2026. Selected public disclosures, not a complete capitalization table or securities-filing search. Missing information is left unconfirmed. No investment availability or IPO date is implied.