Tech

20VC: The Future of Datacentres: What You Need to Know | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist with Chase Lochmiller

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Based on the episode description, not a full transcript. Source evidence retrieved 03/10/2026, 07:47:26 UTC.

Briefings

Chase Lochmiller, Co-founder and CEO of Crusoe, which builds AI data centers, raised $6.4 billion in equity including a $3.9 billion Series F at a $30.9 billion valuation. Backers include NVIDIA, Founders Fund, Atreides Management, Mubadala Capital, and Valor Equity Partners. The podcast covers topics such as AI data center construction, energy costs, GPU depreciation, and whether AI companies can compete with open-source models.

Key points

• Chase Lochmiller is the Co-founder and CEO of Crusoe, which builds and powers the data centers that companies use to train and run AI.
• Crusoe has raised approximately $6.4 billion in equity, including its latest $3.9 billion Series F at a $30.9 billion valuation, with backers including NVIDIA, Founders Fund, Atreides Management, Mubadala Capital, and Valor Equity Partners.

Context and limitations

Evidence covers only the podcast agenda and does not include specific data on energy consumption, construction timelines, or financial projections for future AI data centers.

Generated by Bittrees-hosted qwen35-2b sha256:aaf42c8b7c3c on 03/10/2026, 07:48:35 UTC. Based on publisher-provided feed evidence; may not cover the full original article. Check the source for details.

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