# Crusoe builds its own medium-voltage switchgear, cutting lead times 40%

> Original title: 🚨🚨CRUSOE IS NOW BUILDING ITS OWN MEDIUM VOLTAGE SWITCHGEAR🚨🚨⠀

- Source: SemiAnalysis
- Published: 2026-11-02T18:01:11.000Z
- Bad Influence: https://badinfluence.news/items/uzv0sy75agmmu7bys507274x5
- Original: https://x.com/SemiAnalysis_/status/2117316103546294587

## Summary

Crusoe says building its own medium-voltage switchgear through Crusoe Industries cuts lead times by 40%, a supply chain bottleneck in AI infrastructure. The company is now one of three approved U.S. manufacturers for this ABB gas-insulated switchgear, according to the post.

## Post

🚨🚨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

## Quoted post @Electron_Cowboy

> 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.

https://x.com/Electron_Cowboy/status/2116251613669257596