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The move could reduce external gas-turbine supply risks, potentially lowering configuration delays and capex for SpaceX's data-center initiatives. If SpaceX achieves earlier turbine readiness, a higher utilization of AI compute could accelerate revenue opportunities and strengthen valuation supportive signals for SPCX.
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SpaceX announced plans to manufacture gas turbine parts in-house, aiming to accelerate availability of natural gas turbines by up to 18 months. The move addresses a key energy bottleneck for AI data centers and could bolster SpaceX's data-center buildout, potentially improving margins if suppliers' constraints ease.
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