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Crusoe

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Headlines · 4

  1. SemiAnalysis forecasts +50GW of datacenter capacity in 2027

    SemiAnalysis's Datacenter Industry Model forecasts +50GW of datacenter capacity will be built in 2027, which the firm calls "the year of acceleration." It says it tracks more than 24GW of datacenters in an advanced stage of construction slated for 2027 delivery, spanning about 40 campuses that are a small share of several hundred advanced-stage sites, with most more than halfway done and exterior cooling and electrical equipment installed. The report pushes back on Altimeter's Brad Gerstner, who said on the All-In Podcast that an earlier +43GW 2027 forecast was "too aggressive" and estimated roughly 25GW based on a "hunch." SemiAnalysis acknowledges constraints in power, labor, supply chains and fundraising and says it has flagged delays including Oracle's New Mexico site; the figures come from its proprietary model and were not independently verified in the report.

    SemiAnalysis · 🔥 9
  2. Perplexity open-sources SPACE agent sandbox; CoreWeave, Akamai, Crusoe to offer it

    Perplexity said Thursday it is open-sourcing SPACE, the sandbox software it has used to combat rogue AI agents, according to Semafor. The company said partners including CoreWeave, Akamai and Crusoe have agreed to offer SPACE to customers. The report did not detail licensing terms, technical specifics or a rollout timetable.

    Techmeme · 🔥 0
  3. Nvidia open-sources full Run:ai platform under Apache 2.0 as part of DSX AI Factory

    Nvidia released the complete Run:ai platform as open source under the Apache 2.0 license on Oct. 13, 2026, folding it into the Nvidia DSX AI Factory Platform so organizations can deploy GPU scheduling, resource management and AI workload orchestration on Kubernetes without buying a Run subscription. The release includes the full self-hosted control plane plus four independently adoptable modules — KAI Scheduler, GPU Fractioning Operator, KAI Resource Management and Workload Map — with eight DSX ecosystem partners including Crusoe, Mirantis, Nebius, OpenNebula Systems, Rafay, Saturn Cloud, Spectro Cloud and vCluster integrating the platform into their offerings. Enterprise support, service-level commitments and entitlements remain paid options, and free-version users must handle their own infrastructure, upgrades, security monitoring and incident response.

    TechRepublic · 🔥 0
  4. Europe's Q3 venture funding hits $25B, a four-year high, with AI taking 75%

    European startups raised $25B in Q3, up 77% year over year and the region's strongest venture quarter in four years, accounting for 16% of global VC, according to Crunchbase data. AI companies took 75% of that, or $18.8B, a record share, with four rounds — Mistral's €3B Series D (about $3.5B), Nscale's $3.36B convertible note, Helsing's $1.8B and Quantum Systems' $1.2B — making up roughly 40% of the total. North America fell 35% quarter over quarter to $92B, largely because there were no new megarounds for OpenAI or Anthropic in the period.

    Techmeme · 🔥 0

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