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Company

Crusoe

Filtered to Acquisitions & M&A ×
10 articles – decelerating

Crusoe has appeared in 10 articles since 2025-03. Coverage peaked in 2026Q1 with 6 articles. Frequently mentioned alongside AMD, Oracle, Microsoft, OpenAI.

Articles
10
mentions
Velocity
-50.0%
growth rate
Acceleration
-0.167
velocity change
Sources
7
publications
CoreWeave’s $6.3B Backstop Meets 15% Bond Yields
GPU cloud capacity contracts increasingly sell assured access rather than spare GPU-hours. Nvidia’s $6.3B agreement to buy CoreWeave capacity left unsold runs t...
Microsoft Exits Nscale’s 23,000-GPU Essex Lease
Only $2.6 billion of Nscale’s $103 billion in total contract value was active as of late August 2026. Microsoft then cancelled a 23,000-GPU Essex tenancy at a s...
Firmus’s $30B IPO Price Met $51M in Revenue
Firmus’s reported $30B IPO valuation met reported FY2026 revenue of $51M. CoreWeave, further along the same buildout, reported $2.58B in quarterly revenue and a...
Nscale’s $103B Backlog Meets the Substation
Nscale’s S-1 reports $103B in total contract value but only $2.6B active in late August 2026. Microsoft and Anthropic account for 85%, forcing public investors ...
Gimlet Labs’ $300M Raise and OpenAI’s Unpaid Forecast
Neocloud financing now distinguishes forecasts, contracts and paid workloads. In September 2026, Gimlet Labs raised $300M at a $3B valuation; five days later, T...

Coverage Timeline

2026-06-19
2026-06-18
Bloomberg 2 related

Sources: Meta is under contract to buy roughly 1.6 GW of computing capacity from Crusoe across two data centers in Texas and Missouri

Meta Platforms Inc. has secured new agreements to get AI computing power from data center developer Crusoe, bolstering the infrastructure it needs to support …

2026-06-12
2026-03-27
Bloomberg 9 related

Microsoft will lease Crusoe's 900 MW data center in Abilene, Texas, after Oracle and OpenAI reportedly withdrew, with the first building expected by mid-2027

Microsoft Corp. will occupy a data center project previously earmarked for Oracle Corp. and OpenAI, scooping up 900 megawatts …

2026-03-25
2026-03-24
Bloomberg 11 related

Sources: Microsoft agrees to a deal with Crusoe to lease a data center in Abilene, Texas, representing ~700 MW of capacity, after Oracle and OpenAI walked away

Microsoft Corp. has agreed to rent a data center project in Texas that was originally being developed for Oracle Corp. and OpenAI …

2025-08-24
CTech 4 related

AI infrastructure company Crusoe acquires Israeli startup Atero, whose tech optimizes GPUs for AI workloads, in a cash and stock deal estimated at ~$150M

The US AI infrastructure company is acquiring the GPU management firm in a cash-and-stock deal.  25 Atero employees will become the company's development center in Israel.

2025-06-13
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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 35 tech news articles mentioning Crusoe, dating back to March 2022. The biggest stories include Sources: Exxon has a pilot with Crusoe to use excess natural gas from North Dakota oil... and Sources: Crusoe raised $3B+ at a ~$30B post-money valuation; Atreides Management and.... Frequently covered alongside Oracle Corp., Meta Platforms Inc., AMD, Oracle, and Microsoft. Coverage has increasingly focused on enterprise, funding themes.

Key Moments

2025Q2enterprise -75pts
2025Q3enterprise +75pts; funding +50pts
2025Q4enterprise -100pts; funding +50pts

Relationships

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