Crusoe

May 12, 2026

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Three Deals, One Thesis: The Capital Stack Is Buying Electrons Now

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

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Cancellations Quadrupled. Abilene's 2.1 GW Answer Is Off the Grid.

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

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Hyperscalers Stop Waiting on the Grid as ERCOT Stares at 218 GW

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

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Developers Who Own Their Power Are Writing the New Site Selection Rules

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.