Elon Musk is targeting the sluggish gas turbine sector, aiming to accelerate delivery timelines by up to 18 months through SpaceX’s in‑house production of turbine blades and vanes. The data‑center boom drives demand for dedicated power generation, yet current heavy‑duty turbines from GE Vernova, Siemens Energy and Mitsubishi Power are unavailable until 2030, creating a bottleneck. Musk’s strategy includes acquiring APR Energy for $1 bn and deploying mobile turbines in Mississippi, with plans to shift to permanent plants.

Success could boost electricity supply for data‑center contracts with firms like Anthropic and Google, which already contribute roughly a quarter of SpaceX’s projected revenue. Advanced turbine parts may also serve dual purposes in rockets, potentially pressuring parts manufacturers such as Howmet Aerospace. While Musk’s entry could disrupt the three major turbine suppliers, even the credible threat may prompt them to expand capacity, easing sector constraints.