Crusoe cancels $1.25bn order for 29 Boom Supersonic turbines intended to power AI data centres
Together with Oracle's Project Jupiter notice, the cancellation indicates that on-site generation plans for AI campuses remain fluid, even at large contract values. Buyers of capacity and investors in new power suppliers should weigh unnamed customer pipelines and first-delivery timelines cautiously. Operators should keep power strategies flexible enough to change primary sources without stranding capital.
What Happened
Crusoe, a Denver-based AI data centre builder, has terminated its $1.25 billion agreement to buy 29 of Boom Supersonic's 42-megawatt Superpower turbines, which were slated for initial deliveries in 2027. Boom CEO Blake Scholl announced the termination on X on Friday and, in a line he later removed, said Crusoe's near-term power strategy at its Abilene, Texas campus no longer relies on turbines as a primary source. Boom forecasts about 250 MW of turbine deliveries to other sites in 2027 and 1 GW in 2028, but has not named those customers.
Why It Matters
Together with Oracle's Project Jupiter notice, the cancellation indicates that on-site generation plans for AI campuses remain fluid, even at large contract values. Buyers of capacity and investors in new power suppliers should weigh unnamed customer pipelines and first-delivery timelines cautiously. Operators should keep power strategies flexible enough to change primary sources without stranding capital.
Sources
- Yahoo Finance (opens in a new tab): Crusoe abandons $1.25B plan to use Boom turbines at AI data centers (2026-09-26)
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This story is part of the Laurenceo Intelligence briefing for 28 September 2026, a daily sourced briefing on AI, technology and enterprise risk published in Bermuda by Laurenceo, founded by Jorai Laurenceo. It is produced by an automated research pipeline and checked before publication; how this is made. General information only, not legal, regulatory or financial advice.