ENTITY · crusoe
Crusoe Energy
United States·neocloud·challenger
Energy-first AI cloud building power-colocated GPU data centers.
CLEAR · 0–39
37/100 illustrative
Underwriting Thesis
CLEAR — Crusoe Energy: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in neocloud. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence58
Sanctions Exposure45
Downstream Criticality50
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
neocloudpower thermal
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MCrusoe Energy → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 3
- NVIDIAUnited StatesDOMESTIC
- Dell TechnologiesUnited StatesDOMESTIC
- Super Micro ComputerUnited StatesDOMESTIC
Key Customers · downstream · 8
- OpenAIUnited StatesDOMESTIC
- OracleUnited StatesDOMESTIC
- Amazon (Annapurna Labs)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC
- EquinixUnited StatesDOMESTIC
- Digital RealtyUnited StatesDOMESTIC