SpaceX is building a foundry in Bastrop, Texas, to produce gas turbine blades and vanes, tackling the biggest bottleneck in natural gas power plants needed for AI data centers. With only three global casting companies overwhelmed and turbines sold out through 2030, this move draws on SpaceX's rocket-part expertise to speed up production. It pairs with SpaceX and Tesla's push for 100 GW of solar yearly, using natural gas as a bridge amid projections of 15 GW of AI compute idled in 2027 due to power shortages. Observers call it classic Musk: build the factory when supply chains lag.