Harry Stebbings(@HarryStebbings):Why the AI infrastructure market is just like the energy market “There are very interesting parallels between AI infrastructure and the energy market. There are a lot of different ways to make money across the value chain. What Crusoe is focused on doing is building an AI super major, vertically integrated across upstream, midstream and downstream. Where the margin accrues is going to move around. We are seeing a similar phenomenon play out in AI, where our margins are going to move around across electrical data centers, chips and services.” @ChaseLochmiller Love to hear your thoughts @GavinSBaker @branninmcbee @stephenbalaban @Electron

2026.10.05 01:11

Why the AI infrastructure market is just like the energy market “There are very interesting parallels between AI infrastructure and the energy market. There are a lot of different ways to make money across the value chain. What Crusoe is focused on doing is building an AI super major, vertically integrated across upstream, midstream and downstream. Where the margin accrues is going to move around. We are seeing a similar phenomenon play out in AI, where our margins are going to move around across electrical data centers, chips and services.” @ChaseLochmiller Love to hear your thoughts @GavinSBaker @branninmcbee @stephenbalaban @Electron_Cowboy

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