At present, merely a select few companies have the capacity to manufacture the essential components for gas turbines, which are crucial for AI data centers. Elon Musk has ambitions to manufacture these parts internally, a decision that has sparked apprehension among investors within the oligopolistic market. Over the weekend, Musk took to X (formerly known as Twitter) to confirm that SpaceX will embark on the production of blades and vanes for natural gas turbines. In response to a report by The Information, he remarked, "Internal casting at SpaceX has the potential to accelerate the rollout of natural gas turbines by as much as 18 months, significantly reshaping the industry's competitive landscape."
