SpaceX Buys Gas Turbine Business to Tackle Power Bottleneck on Road to 10GW
DMaguireARK · x · 2026-09-09
According to ARK analyst Dmaguire, SpaceX acquired gas turbine business APR Energy to address a key power bottleneck — casting of turbine blades and vanes. The move likely supports scaling compute from 2GW by year-end to "closer to 10GW" by the end of next year. The author argues more power buildout should accelerate economic prosperity.
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