AI 导读
Crusoe 通过旗下 Crusoe Industries 垂直整合中压（MV）开关设备制造能力，称可将交期缩短 40%，并成为美国仅有的三家获批制造此类 ABB 气体绝缘开关设备的厂商之一。SemiAnalysis 认为，掌控关键路径上的设备正成为 neocloud 更快获得电力的途径之一。
正文
🚨🚨CRUSOE IS NOW BUILDING ITS OWN MEDIUM VOLTAGE SWITCHGEAR🚨🚨⠀
Crusoe says building its own medium-voltage (MV) switchgear cuts lead times by 40%. We think owning the gear on the critical path is becoming one of the ways neoclouds get to power faster. (1/7)🧵
https://x.com/electron_cowboy/status/2116251613669257596?a=C87sBZxVxgnPsL-HRRA&s=46
Attacking the critical path - medium voltage switchgear is one of the longest lead times in the AI infrastructure supply chain, so @CrusoeAI has vertically integrated the capability to manufacture this gear in-house through Crusoe Industries. This brings down our lead time by 40%. Crusoe is now one of only three approved manufacturers in the U.S. for this kind of ABB gas insulated switchgear.在 X 查看被引用的帖子
来源：SemiAnalysis · x.com