Crusoe Energy

Renewable-powered AI cloud provider offering NVIDIA and AMD GPUs for high-performance compute.

Updated April 2026

Overview

Website: crusoe.ai
Segment: GPU Cloud / AI Compute

Product overview

Crusoe Cloud provides GPU instances with NVIDIA H100/H200 ($3.90-$4.29/GPU-hr on-demand), A100 ($1.45-$1.95/GPU-hr), AMD MI300X ($3.45/GPU-hr), plus managed inference, Kubernetes, and storage ($0.06-$0.10/GiB-month)., Used by AI firms like Windsurf, Oasis, Together AI, Sony, Databricks, and hyperscalers via data center leases (e.g., Oracle/OpenAI Stargate). Distinct for vertically integrated energy-first model using stranded renewables for lower costs (up to 81% savings), 99.98% uptime, and rapid scaling.

Revenue model

On-demand GPU pricing ($0.90-$4.29/GPU-hr; e.g., H100 $3.90/GPU-hr), spot discounts (e.g., A100 $1.00-$1.30/GPU-hr), reserved multi-month/year contracts at lower rates, storage $0.06-$0.10/GiB-month, plus hyperscale data center leases and manufacturing.

Moat

Cost Advantages
Proprietary Technology
Scale Advantages
First Mover

Crusoe Energy's key competitive moat is its vertically integrated model that captures stranded natural gas and underutilized energy sources to deliver AI compute at 30-50% lower costs than traditional hyperscalers, combined with proprietary modular data center technology enabling rapid 12-week deployments and patented Digital Flare Mitigation for superior efficiency.