IA consumes so much energy that the United States is building data centers directly in natural gas wells

What makes a startup dedicated to building data centers get 11.6 billion dollars in financing. In the case of Crusoe Energy Systems, it all started with an idea as disturbing as profitable: build data centers with natural gas wells.

Crusoe Energy’s idea

Journalist Emily Chang de Bloomberg visited a few weeks ago The city of Abilene, in Texas, where Crusoe is building the monstrous Stargate data centers, The 500.00 billion project OpenAi, SoftBank and Oracle to develop general artificial intelligence.

Stargate arrived at Crusoe Energy thanks to the demonstrated efficiency of the startup in the construction of specialized data centers in AI. Chase Lochmiller, the CEO of Crusoe, explained to Chang how the company was born:

“When an oil company opens an oil well, one of the associated by -products is natural gas. And when they do not have access to an pipeline, all this associated gas simply burns in situ. So we had an idea: instead of trying to take that gas to a market where you can sell, we could create a market for gas. We could build mobile and modular data centers, take them direct data”.

Crusoe was born in the best possible place to materialize this idea: the country of fracking. But maybe not at the best time to do it. Initially, they chose to build GPUS farms to undermine Bitcoin. When the cryptocurrency market collapsed, they ended up pivoting artificial intelligence.

Like crypto mining, AI data centers are not based on CPUS but depend on the parallel processing capacity of thousands of GPUS, mainly Nvidia specialized chips. These new data centers consume much more energy than traditional data centers, so Crusoe started from a key advantage: their direct access to fossil fuels that obtained at the price of bargain.

A booming business

Oil giants are not oblivious to this trend. Exxonmobil is developing Off-Grid gas plants specifically for data centers with carbon capture technology to reduce emissions. Chevron, meanwhile, It has been associated With Engine No. 1 and Ge Vernova to mount similar facilities. The first will open in 2026, also in Texas.

The figures are eloquent: the demand for natural gas for data centers will be increased by 47 GW from here to 2030. Currently, natural gas already feeds about 40% of the loading of data centers in the United States and is expected to continue being the main source of supply up to at least 2030.

It is not the preferred energy source, but There are not enough renewable to feed artificial intelligence and Not all data centers They can be connected to a nuclear power plant, another common occurrence in the United States.

As for Crusoe, thanks to the initial push of natural gas that were going to burn oil companies they developed their own technologies, such as a closed cooling system that does not need to renew The water evaporating the serversor own gas turbines, such as 360 MWs that are installing in the Stargate project as a backup energy source.

Stargate data centers will feed mainly solar panels and wind turbines, which abound in Abilene for the confluence of wind and sunny hours. It is one of the reasons why data centers are being built in this Texas area, in addition to the tax exemptions that local governments are willing to yield in exchange for employment generation. It remains to be seen how many employees have everything built.

Image | W.Carter (CCO)

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