Crusoe drops $1.25 billion Boom turbine plan for AI data centers

Crusoe has ended plans to use Boom Supersonic’s stationary natural gas power plants for its AI data centers. [1] The Denver startup had signed on as the first customer, agreeing to spend $1.25 billion on 29 Superpower turbines rated at 42 megawatts each, with initial deliveries expected in 2027. [1] Boom CEO Blake Scholl said turbines are no longer part of Crusoe’s near-term primary power mix at Abilene and other sites. [1]

Boom launched its stationary-power business last year to sell a natural gas-fired version of the engine it is developing for the Overture passenger jet. [1] Superpower shares about 80% of its parts with Symphony, the airborne engine being developed for Overture. [1] Scholl also said other customers remain in Boom’s pipeline. [1] Scholl said Boom expects to deliver about 250 megawatts of Superpower capacity next year to other sites and is targeting 1 gigawatt in 2028. [1]

The canceled launch partnership removes Crusoe as Boom’s first customer just as Boom seeks to translate shared Symphony engine technology into the stationary Superpower business. That leaves Boom’s stated near-term delivery outlook dependent on customers in its pipeline, while Crusoe’s near-term primary power mix no longer includes turbines at Abilene and other sites. The comparison to watch is internal: Superpower shares most of its parts with the Overture-bound Symphony engine, but it must establish demand in stationary generation independently. What the sources don't address: which technologies will replace turbines in Crusoe’s primary power mix or which other sites will receive Boom’s planned deliveries.