Thinking Machines Lab / Crusoe compute deal, September 2026

Announced Sep 23, 2026 · Undisclosed · $65 million annually; agreement term not disclosed

The $65M figure is an annual inference agreement; the term and MW allocation are not disclosed. Do not treat the annual amount as a full-term contract value or compute it as annual capital expenditure. Crusoe said total Managed Inference contracted annual revenue exceeded $100M; that portfolio figure overlaps this agreement and other customers.

First-capacity target: not disclosed