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SpaceX builds a foundry; Adobe locks in Saudi Arabia for $4B
Vertical integration is back in fashion.
Today's frontier spans control plays—supply-chain moats, sovereign anchor deals, and infrastructure lockdowns—mixed with incremental bets on agents, autonomy, and underwater arsenals.
SpaceX builds turbine-blade foundry to fuel AI data centers
SpaceX is breaking ground on a Texas foundry to cast turbine blades for the power plants feeding its AI data centers. This is not outsourcing—it is vertical integration at scale, linking orbital launch economics to terrestrial energy infrastructure. By controlling blade production, SpaceX can accelerate turbine deployment, cut supplier dependence, and erect a structural moat competitors will struggle to replicate. The move signals that the next chapter of the space economy is as much about kilowatts on the ground as kilograms in orbit, and that SpaceX intends to own both.
