Crusoe / Araico partnership, October 2026

Announced Oct 22, 2026 · 106 MW · Undisclosed

Crusoe and Araico announced a strategic partnership on October 22, 2026, for AI Cloud infrastructure adjacent to the Itaipu substation. The first deployment is planned for mid-2027. Crusoe describes a path to 106 MW of IT capacity and long-term options to expand to approximately 280 MW total, but it does not state when the 106 MW scale-up will be reached. The 106 MW is not initial capacity; the optional 280 MW is not additive and its basis is not specified. No investment amount or compute contract value is disclosed. This is not Araico's separately announced Iguazu AI Campus, and its campus estimates are not assigned here.

First-capacity target: Initial deployment planned for mid-2027