Musk: SpaceX in-house turbine blade casting could cut AI data center power bottleneck by 18 months

elonmusk · x · 2026-11-11

Elon Musk amplified his earlier warning that "software land" is due for a hard lesson in hardware. SpaceX has brought gas-turbine blade casting in-house — the biggest bottleneck for new gas plants feeding AI data centers — which he says could bring turbines online up to 18 months sooner. He notes that raising money for complex power, cooling and networking hardware is not the same as building it: even SpaceX, outperforming the world by an order of magnitude in mass to orbit, finds it very hard.

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