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The case for comparing AI infrastructure with the energy market
Crusoe’s Chase Lochmiller says it is building an “AI super major” across upstream, midstream and downstream.
TLDR
In a quote shared by Harry Stebbings, Crusoe’s Chase Lochmiller compares AI infrastructure with the energy market, saying both offer ways to make money across the value chain. He says Crusoe is building a vertically integrated “AI super major” and expects its margins to shift among electrical data centers, chips and services.
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