Crusoe abandons $1.25B turbine plan with Boom Supersonic

Seven months ago, Boom Supersonic landed what looked like a career-defining deal: 29 of its brand-new Superpower turbines destined for Crusoe’s AI data centers, totaling 1.21 GW of capacity and a backlog north of $1.25 billion. Now that order is effectively on ice.

Boom CEO Blake Scholl confirmed that its stationary power plants are no longer part of Crusoe’s near-term plans. For a company best known for trying to bring back supersonic flight, losing its marquee power-generation customer is a notable setback in what was supposed to be a lucrative second act.

From supersonic jets to power plants, and back again

Boom Supersonic originally made its name with the Overture, a supersonic airliner designed to cut transoceanic flight times roughly in half. The Superpower turbine was a clever derivative play: roughly 80% of its components come from the Symphony engine that powers the Overture, giving Boom a way to monetize its aerospace engineering in the booming AI infrastructure market.

Each Superpower unit produces 42 MW of power. The turbines run on natural gas with a diesel backup, operate without water cooling, and maintain full output in temperatures above 110 degrees Fahrenheit.

When the deal was announced in December 2025, it came packaged with a $300 million Series B funding round for Boom, led by Darsana Capital Partners. The message was clear: Boom wasn’t just an airplane company anymore. It was an energy company too, with ambitions to ramp turbine production to 4 GW per year by 2030.

Crusoe’s strategic pivot

In September 2026, Crusoe closed a $3.9 billion Series F round that valued the company at approximately $30.9 billion. Crusoe also stepped back from a planned large-scale AI campus in Wyoming, signaling a deliberate retreat from massive, fixed-infrastructure projects. The company appears to be concentrating its enormous war chest on smaller, more flexible modular facilities and cloud services rather than locking itself into gigawatt-scale power commitments years in advance.

What it means for Boom

Boom’s backlog reportedly still references the Crusoe order, which suggests the contract hasn’t been formally terminated. But Crusoe CEO Chase Lochmiller publicly stating the product isn’t in their near-term plans is not the endorsement you put on a pitch deck.

Baker Hughes, which was contracted to supply generators for the original Crusoe order, is also left in an awkward spot.