SpaceX's New Obsession Is Actually Crazy

Master Plan: What Elon Musk is Actually Building book: https://a.co/d/04C1qu8Z Abundance or Collapse book: https://a.co/d/0cQgFdGH Farzad Mesbahi (@farzad-fm) — humanity's analyst on disruptive innovations and their 1–20 year implications. https://farzad.fm Why is a rocket company getting into turbine blades? SpaceX runs huge AI data centers called Colossus, and on-site gas turbines help power them. SpaceX had 1.7 gigawatts of computing capacity at the end of September 2026, and Elon is targeting 13 gigawatts by the end of 2027. More computers means more electricity, and more electricity means more turbines. The hardest part of a turbine to get is the single-crystal blade, and this video explains how those blades are cast, why they are so hard to make, and why SpaceX building its own blade foundry could decide how fast its compute grows. CHAPTERS 0:00 Why a rocket company wants turbine blades 0:46 Why computers belong in a rocket story 2:03 What SpaceX plans to make 3:42 How a gas turbine works 7:01 How turbine blades are cast 10:07 The pour and the core 14:42 Turbine delivery backlogs 17:56 SpaceX's blade foundry 20:57 What other AI companies are doing 23:49 The wider energy buildout Want to sponsor my channel? Email: sponsors@dcsocialmedia.co.uk Use Descript to edit your videos: https://descript.cello.so/5G6jmxS0qeP Wrap your Tesla using TESBROS: https://partners.tesbros.com/FARZADME... Get $100 off Matic Robots: https://maticrobots.refr.cc/active-cu... Use my referral link to purchase a Tesla product https://ts.la/farzad69506 Want to grow your YouTube channel? DM David Carbutt For 10% discount quote ‘Farzad’ https://x.com/DavidCarbutt_ I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions. Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019. I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice. I have been a shareholder of Lemonade since 2025 and currently own Lemonade stock. Nothing I say constitutes as investment or financial advice. I currently own SpaceX stock. Nothing I say constitutes as investment or financial advice. I currently own NVIDIA stock. Nothing I say constitutes as investment or financial advice. I currently own Meta stock. Nothing I say constitutes as investment or financial advice. My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel. If you like this content I would greatly appreciate your likes and shares! #artificialintelligence #ai #robotics #future #futuretech #elonmusk #tesla #spacex #nvidia #chatgpt #claude