New turbine blade factory alleviates key bottleneck, providing an 18-month advantage; viewed as highly bullish news.

I think in in order for in order to bring enough power online, I think SpaceX and and Tesla will probably have to make the turbine blades the blades and blades internally. This is the limiting factor key to Tesla and SpaceX's future dominance when it comes to AI compute and their models.

SpaceX and Tesla are each building 100 gigawatts per year of solar production capacity as fast as possible but natural gas will still be needed to supplement and bootstrap solar for several years.

If you know, you know, but if you don't, check out Tesla and gigacasting. Musk leading SpaceX is the same guy leading Tesla who invented the whole gigacasting system, which the rest of the automotive industry could have done in the preceding decades, didn't, and then scrambled to replicate, taking many years to do what Tesla first did, which kind of embarrassed the whole auto industry cuz for those who don't know, prior to the gigantic gigacasting, which cast a huge section of the vehicle in one gigantic cast piece, automotive manufacturers were this is I'm you can't believe this.

We're literally coupling together, welding, bolting, screwing hundreds of individual parts for the same section of a vehicle, which is like, why don't we just cast one gigantic [ __ ] piece?

In fairness, this did require new material science, developing a new material that had never been seen before on Earth, but the point that I'm making here is that while replicating specialist casting expertise is no easy feat, Tesla did exactly this thing and then some years earlier with the gigacasting.

This is, no [ __ ] some of the biggest, best, and most bullish news for SpaceX AI and Tesla in years. This turbine blade factory will alleviate the biggest bottleneck, giving SpaceX AI and Tesla an 18-month advantage.