AI data center builder Crusoe has ended a $1.25 billion agreement with Boom Supersonic that would have supplied 29 of Boom's 42-megawatt Superpower natural gas turbines starting in 2027. Boom CEO Blake Scholl confirmed the dissolution on X, noting that Boom still expects to deliver around 250 megawatts of Superpowers to other sites next year and is targeting 1 gigawatt of capacity by 2028. Crusoe spokesperson Andrew Schmitt said the company's energy plans are unchanged and that it will continue using turbines from other suppliers, selected site by site alongside wind, solar, batteries, and grid power. Crusoe's 900-megawatt Abilene, Texas site for Microsoft will use on-site gas turbines, while its 1.2-gigawatt Abilene campus for Oracle and OpenAI runs on grid power with gas turbines as backup.
Losing Crusoe as a launch customer is a significant setback for Boom Supersonic, which raised $300 million last year specifically to commercialize its turbine business and help fund its Overture supersonic jet program. The cancellation illustrates how quickly power sourcing strategies can shift for large-scale AI data center operators, even after multi-billion-dollar agreements are signed, creating uncertainty for emerging energy suppliers targeting that market.
A $1.25B deal cancellation between two high-profile companies — AI data center operator Crusoe and supersonic jet maker Boom — is a significant and unusual market event signaling shifting priorities in AI infrastructure energy sourcing.