22 August 2026
The only number that matters in energy-to-compute
All-in delivered power cost, how it is actually calculated, and how ours compares with the grid, with diesel and with ERCOT.
Insights
How we think about this.
In a category still being explained to the market, publishing the argument is how a developer becomes a known quantity before it has assets.
22 August 2026
Compute is bottlenecked by energy, not chips
Why the constraint on the next wave of computing is power, and what that means for a country with abundant stranded gas and a grid that has never exceeded roughly 6 GW.
22 August 2026
Why we start with mining, when Crusoe stopped
The category leader sold its entire bitcoin mining division in 2025. Here is why the same decision would be wrong for Nigeria today, and what would change our mind.