克鲁索放弃12.5亿美元在人工智能数据中心使用Boom涡轮机的计划

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克鲁索放弃12.5亿美元在人工智能数据中心使用Boom涡轮机的计划

内容来源:https://techcrunch.com/2026/09/25/crusoe-abandons-1-25b-plan-to-use-boom-turbines-at-ai-data-centers/

内容总结:

位于丹佛的AI数据中心初创公司Crusoe近期完成39亿美元融资后,已终止使用同城公司Boom Supersonic开发的新型固定式发电厂的计划。

Crusoe成立于2018年,最初是一家利用油田多余天然气进行比特币挖矿的企业,此后已发展成为最大的AI数据中心建设商之一,其中包括位于得克萨斯州阿比林的一座大型园区,为OpenAI提供算力支持。

Boom Supersonic正在研发名为Overture的超音速客机,并于去年启动了一项新业务,将其为该客机研发的发动机改装为天然气固定式发电厂对外销售。其Superpower涡轮机与那款名为Symphony的航空发动机共享约80%的零部件。

Crusoe曾签约成为该业务的首个客户,同意斥资12.5亿美元购买Boom的29台42兆瓦Superpower涡轮机,首批交付原定于2027年开始。但据Boom Supersonic首席执行官Blake Scholl透露,该交易已经破裂。

周五,Scholl在X平台上发帖,在祝贺Crusoe创始人Cully Cavness和Chase Lochmiller近期完成融资后表示,两家公司不再推进涡轮机合作项目。不过他指出,还有其他客户正在洽谈中。

“简单来说,涡轮机已不再是Crusoe在阿比林等地近期主要电力组合的一部分,因此合作启动项目已不再合理,”他在帖文中写道。“Boom明年将向其他站点交付约250兆瓦的Superpower涡轮机,我们的目标是2028年达到1吉瓦。我们感谢Crusoe在帮助塑造Superpower过程中给予的支持,并将继续为他们的成功喝彩。来日方长,如果未来涡轮机成为他们主要电力组合的一部分,我们期待届时可能的合作。”

Crusoe向TechCrunch确认,已不再与Boom开展业务。

“我们从电力源头开始建设AI工厂,正在全国范围内上线新园区,采用创新能源供电,”公司发言人Andrew Schmitt在邮件中表示。“随着业务版图扩大,我们保持灵活性,根据每个站点不断变化的需求选择最合适的能源解决方案——包括涡轮机,以及风能、太阳能、电池和电网。虽然Boom一直是很好的合作伙伴,但该合作目前并不合适。我们祝愿他们一切顺利。”

据Crusoe介绍,其在阿比林为Oracle和OpenAI建设的初始1.2吉瓦数据中心由电网供电,另有一座燃气轮机发电厂仅用于备用电源。Crusoe还在阿比林为微软建设一座900兆瓦的数据中心,将采用现场燃气轮机供电。

失去首个客户对Boom而言似乎是一次挫折。该公司去年融资3亿美元,主要用于将这项新业务商业化。Scholl当时告诉TechCrunch,其思路是利用固定式发电厂业务的利润来资助Overture的研发。

截至发稿前,未能联系到Scholl置评;若其回复,TechCrunch将更新本文。

中文翻译:

总部位于丹佛的人工智能数据中心初创公司Crusoe最近融资39亿美元,现已终止使用同城公司Boom Supersonic开发的新系列固定式发电厂的计划。

Crusoe成立于2018年,最初是一家利用油田多余天然气进行比特币挖矿的公司,此后发展成为最大的AI数据中心建设者之一,包括在德克萨斯州阿比林建设的一个大型园区,为OpenAI提供算力。

Boom Supersonic正在开发一款名为Overture的超音速客机,去年推出了一项新业务,将其为该客机开发的发动机改装为天然气固定式发电厂进行销售。其Superpower涡轮机与被称作Symphony的机载发动机共享约80%的零部件。

Crusoe曾签约成为该业务的首个客户,同意斥资12.5亿美元购买Boom的29台42兆瓦Superpower涡轮机。首批交付原定于2027年开始。但据Boom Supersonic首席执行官Blake Scholl透露,该交易此后已经告吹。

周五,Scholl在X平台上发帖,在祝贺Crusoe创始人Cully Cavness和Chase Lochmiller近期融资成功后,他表示两家公司不再推进涡轮机启动合作伙伴关系。不过他也指出,其他客户已在洽谈中。

“简而言之,涡轮机已不再是Crusoe在阿比林等地近期主要电力组合的一部分,因此启动合作伙伴关系就失去了意义,”他在帖子中写道。“Boom将于明年向其他站点交付约250兆瓦的Superpower,我们的目标是2028年达到1吉瓦。我们感谢Crusoe在塑造Superpower过程中给予的帮助,并将继续为他们的成功喝彩。未来还很长,如果/当涡轮机成为他们主要电力组合的一部分时,我们期待有可能携手合作。”

Crusoe向TechCrunch确认,该公司已不再与Boom有业务往来。

“我们从电力出发建设AI工厂,正在全国范围内上线新园区,由创新能源提供动力,”发言人Andrew Schmitt在电子邮件中表示。“随着我们的业务组合不断扩大,我们保持灵活性,根据每个站点需求的变化选择适合的能源解决方案——包括涡轮机,以及风能、太阳能、电池和电网。虽然Boom一直是很棒的合作伙伴,但这一合作目前并不合适。我们祝他们一切顺利。”

据Crusoe介绍,其在阿比林为Oracle和OpenAI建造的初始1.2吉瓦数据中心由电网供电。此外还有一座天然气涡轮发电厂,仅用作备用电源。Crusoe还在阿比林为微软建造一座900兆瓦的数据中心,将采用现场天然气涡轮机供电。

失去首个客户对Boom来说似乎是一次挫折。Boom去年融资3亿美元,主要就是为了将这项新业务商业化。Scholl当时告诉TechCrunch,其想法是利用固定式发电厂业务的利润来资助Overture的研发。

发稿前未能联系到Scholl置评;如果其回复,TechCrunch将更新本文。

英文来源:

Crusoe, a Denver-based AI data center startup that recently raised $3.9 billion, has ended plans to use a new line of stationary power plants developed by fellow Denver company Boom Supersonic.
Founded in 2018 as a bitcoin miner that ran on excess natural gas from oil fields, Crusoe has since become one of the biggest builders of AI data centers, including a massive campus in Abilene, Texas, that supplies computing power to OpenAI.
Boom Supersonic, which is developing a supersonic passenger jet called Overture, launched a new business last year to sell a version of the engine it’s developing for that jet as natural gas-fired stationary power plants. Its Superpower turbine shares about 80% of the same parts with that airborne engine, called Symphony.
Crusoe had signed on to be the first customer for this business, agreeing to spend $1.25 billion on 29 of Boom’s 42-megawatt Superpower turbines. The first deliveries were supposed to begin in 2027. But that deal has since fallen apart, according to Boom Supersonic CEO Blake Scholl.
Friday, in a post on X, after congratulating Crusoe founders Cully Cavness and Chase Lochmiller on the company’s recent raise, Scholl said the companies are no longer moving forward with the turbine launch partnership. Although he did note that other customers were in its pipeline.
“The TL/DR is that turbines are no longer part of Crusoe’s near term primary power mix at Abilene/etc., so a launch partnership just didn’t make sense,” he wrote in the post. “Boom will be delivering about 250MW of Superpowers next year to other sites, and we’re targeting 1GW in 2028. We’re grateful for the help Crusoe gave us in shaping Superpower and continue cheering for their successes. The future is long, and we look forward to potentially teaming up if/when turbines become part of their primary power mix.”
Crusoe confirmed to TechCrunch that it is no longer doing business with Boom.
“We build AI factories from the power up, and we’re bringing new campuses online across the country, powered by innovative energy sources,” spokesperson Andrew Schmitt said in an email. “As our portfolio grows, we stay flexible, choosing the energy solutions that are right for each site as its needs evolve – including turbines, along with wind, solar, batteries and the grid. While Boom has been a great partner, the partnership isn’t the right fit today. We wish them well.”
Crusoe’s initial 1.2 gigawatt data center in Abilene that was built for Oracle and OpenAI is powered by the grid, according to the company. There is also a gas-turbine power plant that is used for backup power only. Crusoe is also building a 900 megawatt data center in Abilene for Microsoft, which will be powered on-site gas turbines.
Losing its launch customer is seemingly a setback for Boom, which raised $300 million last year, largely to commercialize the new business. The idea, Scholl told TechCrunch at the time, was to use profits from the stationary power plant business to fund the development of Overture.
Scholl could not be reached for comment before publication; TechCrunch will update this article if he responds.

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