Another physics-down chokepoint from a tracked Follow: HWM + PCC (Berkshire) cast most of the world's open-market single-crystal turbine blades — the bottleneck for the gas turbines powering AI datacenters. Feeds ai-power-bottleneck's supply-constraint leg.
Two US companies, Howmet and Precision Castparts, cast most of the world's single-crystal turbine blades sold on the open market. The rest is split among a few specialist foundries and the in-house lines of engine makers like Rolls-Royce. open.substack.com/pub/frontierma…
Another physics-down chokepoint from a tracked Follow: HWM + PCC (Berkshire) cast most of the world's open-market single-crystal turbine blades — the bottleneck for the gas turbines powering AI datacenters. Feeds ai-power-bottleneck's supply-constraint leg.
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