FT: SpaceX to make scarce turbine parts itself as AI data centers outpace power supply
rohanpaul_ai · x · 2026-09-11
According to the Financial Times, AI data centers need power faster than existing turbine makers can supply it, so SpaceX has already planned to manufacture scarce turbine parts itself. Notably, SpaceX doesn't need to become a successful gas-turbine manufacturer to change the market's supply dynamics—if established suppliers believe it can cast scarce blades and vanes in-house, they have a stronger reason to expand capacity before major orders land.
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