casting his own gas turbine blades in Texas
on Elon Musk's mind since 2026-08-30
SpaceX will cast its own turbine blades, and Howmet's stock felt it
In-house blade casting to cut 18 months off generator delays for the AI data centers; Howmet, GE Vernova and Siemens all slid on the news.
the bottleneck is never chips, it's the boring metal — if nobody will build the parts on his schedule he'll vertically integrate until the supply chain is just him.
Howmet, GE Vernova slid on the plan
The history
- 2026-09-01— #2 · 21% · steady — SpaceX will cast its own turbine blades, and Howmet's stock felt it
- 2026-08-31— #2 · 20% · steady — SpaceX Starts Casting Its Own Turbine Blades
- 2026-08-30— #2 · 16% · new this week — Can't buy turbine blades? Cast them yourself.