Chase Lochmiller, Crusoe | Robotics & AI Infrastructure Leaders

In this episode of theCUBE, John Furrier and Dave Vellante delve into the evolving relationship between energy access and AI computing with Chase Lochmiller, CEO of Crusoe Energy Systems. During the NYSE Wired: Robotics & AI Infrastructure Leaders 2025 event, Lochmiller discusses Crusoe’s innovative approach of deploying high-density data centers in regions abundant with underutilized renewable energy. He emphasizes the urgent need for developing infrastructure capable of supporting the surging demand for AI, highlighting Crusoe's vertically integrated strategy that spans energy sourcing to electrical component manufacturing. The conversation reveals how energy efficiency and geographical considerations are integral to the future of data center innovations, positioning Crusoe at the forefront of this critical evolution.

Key Topics Covered:

• Crusoe's strategy for integrating renewable energy in AI infrastructure.
• The significance of high-density data centers in locations like Abilene, TX.
• Challenges in current energy grids and how Crusoe addresses them.
• The differences between traditional data centers and Crusoe's AI factories.
• The importance of cooling and thermal management in high-density setups.
• Market needs and the urgency surrounding data center construction.
• The geopolitical implications of data sovereignty in AI deployment.
• Future outlook on AI infrastructure and the role of Crusoe.