Crusoe - Mitzael Serna AI Thoughts

Face-free electrical substation and power infrastructure for Crusoe AI infrastructure, Sep 20 2026

Crusoe $3.9B Series F @ $30.9B — vertically integrated AI infra

adminSeptember 20, 20260

From Mexico: Crusoe closes a $3.9B Series F at $30.9B post-money — energy, datacenter, AI cloud. Not Euclyd silicon. Not an AEMA grid twin. >$140B pipeline = company-stated.

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