Why it matters
The strategic read
Extends Crusoe beyond the already-deployed U.S. 4.9 GW contracted AI-factory footprint into a new international AI-cloud capacity lane. The receipt is useful because it ties specialist neocloud demand to real leased megawatts, Israeli data-center operators, Vera Rubin-era GPU procurement and a long-duration investment figure that is large enough to matter even though the public filings are not as complete as U.S. hyperscale disclosures.
Source-supported terms
What was disclosed
- 01
Globes reported on June 28, 2026 that Crusoe leased an additional 100 MW of data-center space across three Israeli sites.
- 02
The additional leases reportedly bring Crusoe to about 150 MW of Israel data-center capacity within roughly two years.
- 03
Globes reported that Crusoe previously leased 40 MW from Anan Group and recently expanded that agreement by another 40 MW.
- 04
Globes also reported that Crusoe signed with MegaDC for 67.6 MW split between Idan HaNegev Industrial Park, at about 57.6 MW, and Haifa, at about 10 MW.
- 05
Data Center Dynamics reported on June 29 that MegaDC owner Mega Or disclosed the 67.6 MW arrangement to the Tel Aviv Stock Exchange on June 22, though the filing did not name Crusoe as the customer.
- 06
DCD reported that the Idan HaNegev capacity is expected in two phases, with half in Q4 2027 and the remainder in Q1 2028.
- 07
DCD reported that the Haifa agreement is expected to deploy in Q2 2027.
- 08
Globes said the overall Israel investment is expected to total about $10B over 10-15 years.
- 09
Globes reported that the bulk of the high cost will go toward NVIDIA graphics processors and that Crusoe is expected to bring at least 45,000 Vera Rubin processors to the Israeli data centers it is leasing.
- 10
Crusoe VP business development and Israel country manager Alon Yariv told Globes the agreement will make Crusoe one of the largest AI players in Israel and that the company intends to bring NVIDIA Vera Rubin processors to the market.
- 11
DCD noted that Nebius has an estimated 120 MW of Israeli leasing agreements, making Crusoe and Nebius a visible neocloud-capacity rivalry in the country.
Disclosure boundary
What is known—and what is not
Market-reporting grade with near-primary support from Globes and DCD. Globes says it learned the Crusoe lease package and includes on-record comments from Crusoe VP business development and Israel country manager Alon Yariv; DCD traces part of the capacity to a Mega Or / MegaDC Tel Aviv Stock Exchange filing, but notes that filing did not name Crusoe as the customer. Public materials disclose the reported Crusoe name, Anan Group and MegaDC capacity counterparties, approximate 150 MW Israel capacity total, 67.6 MW MegaDC component, Idan HaNegev and Haifa locations, expected 2027-2028 delivery windows, $10B / 10-15 year investment framing and at-least-45,000 NVIDIA Vera Rubin processor expectation. Public materials do not disclose the full lease agreements, customer name in the Mega Or filing, rent or cloud-pricing economics, take-or-pay terms, service levels, financing sources, GPU purchase orders, power-procurement terms, interconnection details, construction / EPC awards, cooling design, delivery remedies, or whether all reported spend is contractually committed today.