Elon's Genius New Move Proves He's Playing a Different Game

SpaceX is moving to make turbine blades and vanes in-house in Texas to bypass a global bottleneck in gas-turbine production that could delay power for large AI data centers until 2030. Power, not chips, is becoming the main AI constraint The race to deploy AI infrastructure is increasingly limited by electricity rather than by access to GPUs alone. Large volumes of AI compute may be manufactured before they can be energized, creating a gap between installed hardware and usable capacity. Estimates cited by Elon Musk put the shortfall at roughly 15 gigawatts of AI compute in 2027 that may not be able to switch on that year.

Sources from the briefing

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