Job listings and other indicators: SpaceX is working on a Bastrop, TX foundry to build blades for large gas turbines, which could ease its AI power crunch
THE SO WHAT
Owning a turbine-blade foundry in Bastrop is a bet that AI power is constrained enough to justify vertical integration into heavy industry. If you’re planning multi-hundred-MW AI buildouts, you now have to model not just GPU supply but gas turbines, grid interconnects, and who in your stack is willing to bypass traditional power OEMs.
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