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"Profound Game-Changer": Musk Launching New Turbine Blade Factory To Solve Shortage...
SpaceX is making an aggressive push into the power generation market, with The Information reporting that Elon Musk is preparing to address one of the most critical bottlenecks threatening America's data-center buildout: the shortage of advanced gas turbine components, particularly the blades and vanes needed to power massive data center campuses.
SpaceX is laying the groundwork for a new factory in Bastrop, Texas, that would manufacture high-temperature blades and vanes for industrial gas turbines. The move could allow Musk to circumvent the severe turbine blade shortage that has pushed availability toward 2030.
On X, Musk responded to the report, saying, "The limiting factor for nat gas turbine production is casting the blades & vanes. By doing in-house casting at SpaceX, we can accelerate nat gas turbines coming online by up to 18 months, which is a profound game-changer."
Musk previously warned about the shortage during a recent podcast, saying, "Turbines are sold out through 2030. In order to bring enough power online, SpaceX and Tesla will probably have to make the turbine blades and vanes internally. There are only three casting companies in the world that make these, and they're massively backlogged."
A Federal Trade Commission filing shows that Musk has acquired APR Energy, a provider of mobile gas turbine power plants used by data centers, utilities, and industrial customers.
Musk's acquisition of APR Energy also gives him access to a mobile fleet built around GE TM2500 and Mitsubishi FT8 turbines, which typically produce 20-35 MW per unit.
SpaceX is targeting roughly 10 gigawatts of AI computing capacity by the end of 2027, while Musk has said the company wants substantially more power and cooling infrastructure.
This all signals that Musk views the turbine shortage as a direct threat to SpaceX's data center buildout timeline. Rather than wait on constrained outside suppliers, he is moving aggressively to vertically integrate another critical layer of the AI infrastructure stack across his business empire.