The Information's TITV Crusoe CEO’s Space Data Center, The “Meta-fication” of OpenAI, Future of Wearables | Oct 24, 2025
27 snips
Oct 24, 2025 
Chase Lochmiller, CEO of Crusoe, discusses his company's ambitious plans to launch GPUs into space to innovate cloud computing. Rocket Drew, AI reporter, details SoftBank's robotics ambitions and a missed acquisition of Agility Robotics. David Bell, co-founder of Remedy Robotics, highlights how their remote-operated robots are revolutionizing cardiovascular care. They also dive into OpenAI's cultural shift, reminiscent of Facebook, and the transformative potential of AI-driven wearables that could change consumer behavior.
AI Snips
Chapters
Transcript
Episode notes
Data Centers Going To Space
- Crusoe aims to deploy GPU nodes in orbit to serve local space workloads and leverage constant solar energy.
- Chase Lochmiller says radiative cooling and local inference will be critical to a space-based compute layer.
Win Clouds With Reliability And Price
- Build for reliability and price-performance to win in the crowded NeoCloud market.
- Crusoe pairs owned GPUs with managed storage and customer success to deliver scaled, lower-cost solutions.
Asset Finance Lowers GPU CapEx Risk
- Crusoe finances GPU-heavy CapEx with asset-backed financing to scale quickly while owning chips.
- Lochmiller warns that careful underwriting and diverse offtakes mitigate leverage risk in capital-intensive builds.