Elon Musk has responded to an exclusive report detailing SpaceX's plans to establish a manufacturing facility for turbine guide vanes and blades, a move aimed at circumventing the looming power shortage crisis for AI data centers.

In his reply on the X platform, the SpaceX CEO stated that by having SpaceX handle the casting of these components in-house, the deployment timeline for natural gas turbines could be accelerated by up to 18 months, a development he described as a "significant disruptive change."

Musk noted that establishing this dedicated foundry is a crucial step, embodying his characteristic approach of bypassing the oligopolistic market structure dominated by established industry players in this sector.

According to calculations by his company's chatbot, Grok, approximately 15 gigawatts of AI chip computing capacity will be unable to power on next year due to shortfalls in electricity and other equipment supply. The value of chips requiring this level of power consumption is estimated to be in the hundreds of billions of dollars.

Two weeks prior, reports emerged highlighting that data center developers collaborating with major firms such as Google, Microsoft, and Oracle are facing multiple pressures on new construction projects. These challenges include multi-billion-dollar cost overruns at Oracle's data centers, various economic misconceptions surrounding AI data centers in public discourse, and escalating costs and energy-related hurdles encountered by developers of OpenAI's "Stargate" supercomputer data center initiative.