SpaceX building its own turbine blades tells you where Alpha is in the AI infra trade (Save this) Musk says 15 GW of AI compute produced in 2027 may not turn on that year, and the fastest fix is gas turbines. Only 3-4 companies in the world cast the blades those turbines need, and they are sold out through 2030, so SpaceX is casting its own and says it gets turbines running 18 months sooner. What we are seeing here is AI companies integrating energy infra cause time to power has become a competitive advantage. When billions of dollars of GPUs sit waiting for electricity, you face massive idle costs as an operator. As ~65% of datacenter spend is on chips, operators don’t care to pay higher prices for faster available energy. Keep coming back to $BE as my expression of this trade. Bloom puts power on site in months, and all hyperscalers and major neoclouds are customers by now. Companies like GE or Eaton could also be interesting as they are feeding the grid related parts sold out for years, which is the actual bottleneck we need to solve for. I've been covering the energy story inside Milk Road PRO since end of last year with calls like $BE. You can see my portfolio for $1 here: