SemiAnalysis· @SemiAnalysis_ · X·· 21 小时前AI 评分63
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Crusoe 宣布通过旗下 Crusoe Industries 自行制造中压（MV）开关柜，称可将交期缩短 40%。被引用内容称中压开关柜是 AI 基础设施供应链中交期最长的环节之一，Crusoe 由此成为美国获批生产此类 ABB 气体绝缘开关柜的仅有的三家制造商之一。SemiAnalysis 认为，掌控关键路径上的设备正成为 neocloud 更快获得电力的方式之一。
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🚨🚨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