Elon Musk APR Energy Could Beat Bloom Energy by 2028-2029?
by Brian Wang from NextBigFuture.com on (#775R5)
Can APR Energy and Elon Musk out-deliver Bloom Energy on gigawatts for AI Data Centers by 2028-2029. Yes, if the in-house hot section qualifies on schedule. That single materials milestone, not capital and not willingness to pay, is what the whole trajectory turns on. It is exactly the kind of first-principles metallurgy problem SpaceX has ...