• SpaceX will build a foundry in Bastrop, Texas, for gas turbine blades and vanes.
• The foundry may accelerate turbine deployment timelines by up to 18 months.
• Only four companies globally possess the required casting technology.
• Morgan Stanley notes potential cost-sharing between SpaceX's aerospace and AI businesses.

This move may indicate SpaceX's growing focus on vertical integration to address power supply bottlenecks in AI data centers. The foundry could suggest a shift in the company's strategy towards self-sufficiency in critical components, which could have implications for the global gas turbine supply chain and potentially alter the competitive landscape.