the single-crystal turbine-blade duopoly (Howmet + Precision Castparts)
the single-crystal turbine-blade duopoly (Howmet + Precision Castparts)
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.
@ChurchillWw — the single-crystal turbine-blade duopoly (Howmet + Precision Castparts)
Why it's worth your time
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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