Project Campus Or PhasePS-0012

Stargate I / Crusoe Abilene initial phase

Company disclosures support C17 for the initial two-building phase; measured operating power and C18–C20 remain unestablished.

C17Initial two-building phase

Executive evidence ceiling

What a decision maker may safely take from this record

Permitted reading

C17 company assertion for the initial phase; no countable operating MW and no C18–C20.

Not established

Measured operating MW, customer use, utilization, revenue, profitability, sustained economic capacity, or operation of every phase.

Owner attention

Measured load, installed IT quantity, utilization, customer use, revenue/economic output

Geography
Abilene area, Taylor County, Texas
Object subtype
Initial Operating Phase
AI connection
Directly documented AI training and inference
Recorded figure
200+ MW design for initial phase; current operating MW unknown
Unit basis
Facility design power, not measured operating/average/IT load
Countable operating capacity
UNKNOWN — PUBLIC EVIDENCE NOT LOCATED

Conversion-chain position

C0–C21, without implied progression

Handling modeEXACT PROJECT STATE

Explicitly represented in this record Not established by this record

  1. C0–C6

    Entry and permission

    1. C0 Concept or rumor
    2. C1 Public announcement
    3. C2 Site identified
    4. C3 Land option or negotiation
    5. C4 Land controlled
    6. C5 Zoning or land-use application
    7. C6 Zoning or land-use approval

  2. C7–C10

    Service-model fork

    1. C7 Utility service or interconnection request
    2. C8 Study or review accepted
    3. C9 Tariff or service pathway identified
    4. C10 Agreement executed or obligation recorded

  3. C11–C17

    Build and operation

    1. C11 Network, generation, or facility upgrades funded
    2. C12 Construction started
    3. C13 Major electrical and cooling equipment delivered
    4. C14 Grid or onsite supply energized
    5. C15 Facility commissioned
    6. C16 IT capacity installed
    7. C17 Compute cluster operating

  4. C18–C20

    Dark Zone

    1. C18 Contracted customer use observed
    2. C19 Utilization or revenue effect observed
    3. C20 Sustained economic compute capacity

  5. C21

    Changed status

    1. C21 Delayed, cancelled, downsized, superseded, or repurposed

Recorded position: C17

Company states two buildings energized, racks installed and early training/inference workloads running

Signature model · C17–C20

The evidence boundary becomes less observable after operation

The gradient represents public-record visibility, not the existence or absence of private activity.

  1. C17Threshold observation

    Operating infrastructure

    A bounded operating statement or equivalent observation.

    Boundary: Does not establish customer use, utilization or project economics.

  2. C18Commercial bridge

    Contracted use

    A scoped arrangement linking operating capacity to customer use.

    Boundary: Contract scope, customer identity or capacity denominator may remain private.

  3. C19Measured downstream use

    Utilization or revenue

    A comparable measure with denominator, period and project scope.

    Boundary: Portfolio or company-wide metrics may not isolate the named project.

  4. C20Durable operating-economic bridge

    Sustained economic capacity

    Evidence connecting sustained operation, use and economic output.

    Boundary: Public project-level evidence is often absent or non-comparable.

Unknown is not zero. Missing public C18–C20 evidence is recorded as a scoped gap, not as proof of full utilization, failure or stranded capacity.

Reopen rule: advance only when a new source supplies the missing scoped contract, denominator, period, utilization observation or operating-economic bridge.

State boundary

Scope-specific assertions

C17Initial two-building phase

What this establishes

The company describes the specified initial compute phase as energized, with racks installed and early training and inference workloads running.

What this does not prove

  • Measured operating MW, average load, MW-IT, contracted customer use, sustained utilization, revenue, profitability, C18, C19, C20 or operation of the full 1.2 GW campus.

Four-register control

Figures stay in the register that produced them

No cross-register conversion is performed without an explicit source-stated bridge.

  1. R01Load

    Recorded, basis-bound

    200+ MW design for initial phase; current operating MW unknown

    Facility design power, not measured operating/average/IT load

  2. R02Supply

    No bridge inferred

    No supply-register quantity is normalized for this record.

    Project state is not treated as proof of deliverable, firm or operating supply.

  3. R03Money

    No bridge inferred

    No separate money-register metric is normalized for this record.

    Capex, contract value, backlog, RPO, revenue and utilization are not converted into capacity or operating state.

  4. R04AI-share

    Source-bounded description

    Directly documented AI training and inference

    Total data-center, campus or portfolio measures remain broader than AI unless the source provides an explicit AI-share boundary.

Aggregation policy: Not summable in this edition. No total, rank or realization percentage is generated.

AI-share boundary

Broader infrastructure does not become AI-only by implication

Directly documented AI training and inference

01

Broader measured scope

Campus, data-center, portfolio, utility, accelerator or financial quantity.

Explicit source bridge

Named AI workload or customer scope · denominator · period · allocation method.

02

AI-attributable subset

Reportable only to the extent directly defined by the source.

Source-bounded AI description

Without the bridge, retain the broader label and stop the attribution.

Control rule: GPU count, company narrative, total campus MW or portfolio capex does not supply an AI-share denominator on its own.

Non-summable metrics

Recorded figures and their basis

Each figure keeps its own unit, state, geography, vintage and caveat. No total is calculated.

200+ MW design for initial phase; current operating MW unknown

Basis
Facility design power
State basis
C17 initial phase; design figure is not measured operating load
Geography
Abilene area, Taylor County, Texas
Vintage
2025 company disclosures
Caveat
Design power is not energized, average, peak, MW-IT, utilization or countable operating capacity.

SRC-0066SRC-0067 CLM-0039

Atomic evidence stack

Claims retain their own ceiling, locator and sources

11 linked claims at the current cutoff.

CLM-0039 · operational state

Crusoe states the first two Abilene buildings were energized, racks began arriving in June 2025, and early training and inference workloads were running; this supports C17 for the initial phase, while public measured operating MW, utilization, customer-use state, and sustained economics remain unknown.

Claim ceiling
C17 company assertion for initial phase; no countable operating MW and no C18–C20.
Evidence
Tier A-minus · MEDIUM-HIGH for company-disclosed C17; LOW for quantity and C18–C20
Locator
Live announcement operating-state paragraphs; expansion page total/phase description
Linked sources
SRC-0066SRC-0067

CLM-0040 · interpretation

OpenAI’s five-site Stargate announcement states a portfolio approaching 7 GW planned capacity, while Crusoe describes Abilene as a 1.2 GW total campus design; these are overlapping, mixed-state company figures and cannot be summed as independent operating capacity.

Claim ceiling
Company planned/design portfolio values only; no aggregate energized or operating capacity.
Evidence
Tier A-minus · HIGH for disclosure overlap risk; LOW for site allocation
Locator
Stargate site and portfolio capacity statements; Abilene total campus statement
Linked sources
SRC-0065SRC-0067

CLM-0051 · interpretation

No project in the bounded Pass 02 sample has public evidence sufficient to classify sustained economic compute capacity at C20, and no aggregate operating MW is reported because supported C17 states lack a common measured quantity.

Claim ceiling
UNKNOWN — PUBLIC EVIDENCE NOT LOCATED for C20 and aggregate operating MW; unknown is not zero.
Evidence
Tier A-minus · HIGH for bounded public-record sample; not a claim about confidential reality
Locator
Company operating-state disclosures; missing public utilization/economic metrics recorded in gap and quality registers

CLM-0052 · implementation

The four bounded records reaching C17—Abilene initial phase, Meta Kansas City, xAI Colossus, and Google Jackson County existing campus—are supported by interested-party company disclosures; Pass 02 records their states but does not treat them as independent causal, utilization, customer-use, revenue, or measured-load evidence.

Claim ceiling
C17 interested-party assertions only; no C18–C20 or operating-MW aggregation.
Evidence
Tier A-minus · HIGH for source-function classification; MEDIUM for C17 states
Locator
Named company operating disclosures

CLM-0146 · operational state

Crusoe’s Abilene company disclosures support C17 for an initial phase because two buildings were described as energized, racks installed and early workloads running.

Claim ceiling
Mechanism/state evidence only; no stronger project, operating, utilization or economic inference without separate public proof.
Evidence
Tier A-minus · MEDIUM-HIGH
Locator
See Pass 06 report and pass-specific ledgers for page/section locators
Linked sources
SRC-0066SRC-0067

CLM-0147 · interpretation

The inspected Abilene disclosures do not establish public C18–C20 customer use, utilization, revenue attribution or sustained economic compute capacity.

Claim ceiling
Mechanism/state evidence only; no stronger project, operating, utilization or economic inference without separate public proof.
Evidence
Tier A-minus · HIGH
Locator
See Pass 06 report and pass-specific ledgers for page/section locators
Linked sources
SRC-0066SRC-0067

CLM-0154 · interpretation

No inspected Pass 06 project record provides public evidence sufficient for C20 sustained economic compute capacity.

Claim ceiling
Mechanism/state evidence only; no stronger project, operating, utilization or economic inference without separate public proof.
Evidence
Tier A-minus · HIGH
Locator
See Pass 06 report and pass-specific ledgers for page/section locators

CLM-0188 · interpretation

No inspected public filing establishes C20 sustained economic compute capacity for a named AI data-center project.

Claim ceiling
Company portfolio revenue or backlog cannot substitute for named-site C20 proof.
Evidence
Tier A · HIGH
Locator
Operating, contractual and financial disclosures inspected through cutoff

CLM-0195 · implementation

The ERCOT aggregate cohort remains at C7, while the Abilene initial phase may be recorded separately at company-asserted C17; aggregate and named-project states must not be blended.

Claim ceiling
No measured operating MW, utilization, customer-use or C20 conclusion for Abilene.
Evidence
Tier A-minus · HIGH separation / MEDIUM-HIGH named state
Locator
ERCOT aggregate status; Crusoe operating/buildout disclosures

CLM-0205 · interpretation

At least five rival theses win materially across the selected portfolio: forecast inflation/screening, policy and data uncertainty, partial private-risk allocation, local veto/process risk and demand-quality limits.

Claim ceiling
Rival wins are mechanism-specific and do not generalize to all U.S. projects.
Evidence
Tier A · HIGH for bounded portfolio findings
Locator
Selected case evidence and PASS_08_RIVAL_WIN_REGISTER.csv

CLM-0206 · interpretation

No selected case reaches public C20 sustained economic compute capacity at cutoff.

Claim ceiling
Absence of public C20 proof is not proof that no private economic capacity exists.
Evidence
Tier A · HIGH
Locator
Case reachability profiles and named project disclosures

Record stewardship

What is known, missing and capable of changing the record

Contrary evidence18 linked tests

Review rival propositions before strengthening the claim.

Negative findings4 recorded gaps

These searches bound what the public record did not establish.

Reopen triggers10 active rules

A qualifying evidence delta requires review and rebuild.

Contrary evidence and rival tests

CTR-0016 · Demand-quality and source-interest problem

Announcements, design values, accelerator counts and company operating statements do not establish measured load, utilization, customer use or sustained economic output.

Evidence result:Bounded project records contain C17 company assertions but lack a common public operating-MW or C18–C20 measure.

Ceiling effect:No aggregate operating MW and no C20 claim.

CTR-0039 · Non-power bottlenecks

Equipment manufacture, testing, transport and commissioning can bind after a power pathway exists.

Evidence result:DOE transformer and commissioning records separate these states.

Ceiling effect:No power-only causal claim.

CTR-0040 · Supply response

Manufacturers are investing in new transformer and distribution-equipment capacity.

Evidence result:Eaton and Hitachi official announcements document planned expansion.

Ceiling effect:Bottleneck claim narrowed to current/vintage-specific conditions.

CTR-0041 · Efficiency response

Cooling, UPS and air-management choices can reduce infrastructure overhead.

Evidence result:DOE/NREL guidance and LBNL modeling identify technical mechanisms.

Ceiling effect:No named-site outcome.

Public-record gaps

NEG-0014

Question checked:Is public measured operating MW available for the four bounded C17 project records?

UNKNOWN — PUBLIC EVIDENCE NOT LOCATED. Operating states are disclosed, but common measured average/peak operating load is not.

Implication:No aggregate operating MW; unknown must not be recorded as zero.

NEG-0015

Question checked:Is sustained economic compute capacity C20 publicly established for any bounded Pass 02 project?

UNKNOWN — PUBLIC EVIDENCE NOT LOCATED. No record jointly establishes sustained utilization, customer use and economic output at project level.

Implication:C20 remains unassigned.

NEG-0049

Question checked:Do Abilene company disclosures establish C18–C20?

NO.

Implication:C17 only.

What could change this record

  • OIR-0019 · Any bounded project receives a material cancellation, downsizing, land/permit decision, construction milestone, service agreement, energization, commissioning, phase redefinition, or portfolio-capacity reconciliation.

    Required update: Create dated state observation; preserve prior state; record supersession/overlap; update affected capacity fields without borrowing later-state language.

  • OIR-0020 · Public evidence provides measured operating load, commissioned IT capacity, customer-use, utilization, revenue/economic incidence, or independent verification for a C17 project.

    Required update: Verify unit, period, site boundary and source function; upgrade only the supported state; preserve contrary evidence and C18–C20 distinctions.

  • OIR-0040 · A newer authoritative component-specific lead-time dataset materially changes transformer, switchgear or related equipment evidence.

    Required update: Replace only the affected component/vintage; retain historic raw values.

  • OIR-0041 · Supplier expansions enter production and disclose realized output or lead-time effects.

    Required update: Verify production start, output basis and market effect separately.

  • OIR-0042 · Crusoe/GE Vernova turbine packages receive site allocation, delivery, installation, permits, fuel or operating evidence.

    Required update: Create site-specific states; do not aggregate expected GW into operating capacity.

Source register

Trace the public record

2 linked sources; rights and locators remain attached.

Source records

  1. SRC-0066 — Crusoe Announces Flagship Abilene Data Center is Live

    Crusoe · 2025-09-30 · Tier A-minus

    Locator: Construction began June 2024; first two buildings energized; first racks June 2025; early training and inference workloads running

    PUBLIC COMPANY/SEC RECORD — CITE/SUMMARIZE

  2. SRC-0067 — Crusoe Expands AI Data Center Campus in Abilene to 1.2 Gigawatts

    Crusoe · 2025-03-18 · Tier A-minus

    Locator: 1.2 GW total campus design; initial two-building phase; six additional buildings under construction

    PUBLIC COMPANY/SEC RECORD — CITE/SUMMARIZE