A line of twenty-nine jet engines sits idle in a West Texas field. Crusoe, an infrastructure partner to OpenAI, placed the orders in two batches spanning from late 2024 to mid-2025. Each unit generates roughly 35 megawatts of electricity; together they deliver about a gigawatt—roughly the output of a nuclear reactor.
These investments reflect a fashionable concern that AI’s appetite for electricity could choke the current AI boom—suggesting that the United States could run out of power before demand for AI computation subsides.